Senior Wealth Client Services Specialist

GemHarvest Executive Recruiting; Houston (TX); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

In-office five days a week with some/f

flexibility for personal commitments

Job summary

GemHarvest Executive Recruiting is seeking a seasoned wealth management client service professional for an in-office role in Houston, TX. You will manage account openings, wires, cash management, and client requests, delivering high-touch service to sophisticated clients.

Responsibilities include coordinating alternative investment subscriptions, capital calls, and distributions, while maintaining meticulous attention to detail and clear communication.

Qualifications

• Bachelor's Degree required.
• 3-10+ years in wealth management client service.
• Experience servicing publicly traded executives with employer stock compensation, including restricted stock, stock options, and trading-window requirements

Responsibilities

• Handle account openings, wires, cash management, and client requests
• Coordinate alternative investment subscriptions, capital calls, and distributions
• Deliver responsive, high-touch service across complex client needs

Skills

Attention to detail

Communication

Independent follow-through

Education

Bachelor's Degree

Job description

GemHarvest Executive Recruiting is seeking a seasoned wealth management client service professional for an in-office role in Houston, TX. You will manage account openings, wires, cash management, and client requests, delivering high-touch service to sophisticated clients.

Responsibilities include coordinating alternative investment subscriptions, capital calls, and distributions, while maintaining meticulous attention to detail and clear communication.