Wealth Planning & Client Services Associate

GemHarvest Executive Recruiting; United States; On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Bonuses

Excellent benefits

Competitive salary

Work-life balance

Job summary

GemHarvest Executive Recruiting is seeking a Client Services Associate for a Dallas, TX wealth management firm that serves high net worth clients. The role supports Private Wealth Clients and Advisors by planning support, meeting preparation, and plan administration.

The position emphasizes ownership of meeting prep, financial plan updates in eMoney, onboarding on the LPL platform, and maintaining client-ready documentation with a strong culture of teamwork and professional development.

Qualifications

• Bachelor's degree required.
• 3+ years of client service operations in financial services or an RIA.
• Hands-on experience with eMoney and a modern CRM; familiarity with LPL systems preferred.
• Series 7 or 66 or Series 65 preferred.
• Must be within a 45-minute commute to Dallas, TX.

Responsibilities

• Own meeting preparation and follow-up for multiple advisors, including plan updates in eMoney, data gathering, and checklist management.
• Build, update, and maintain financial plans in eMoney; ensure data integrity for advisor-led client meetings.
• Coordinate new account opening and client onboarding on the LPL platform in partnership with operations.
• Maintain organized client documentation and deliver clear, client-ready summaries and action lists.
• Help advisors streamline planning workflows across offices and contribute to a growing independent RIA.

Skills

eMoney

WealthBox

LPL

Meeting prep

Data gathering

Client service

Education

Bachelor's degree

Tools

eMoney

WealthBox

LPL systems

Job description

GemHarvest Executive Recruiting is seeking a Client Services Associate for a Dallas, TX wealth management firm that serves high net worth clients. The role supports Private Wealth Clients and Advisors by planning support, meeting preparation, and plan administration.

The position emphasizes ownership of meeting prep, financial plan updates in eMoney, onboarding on the LPL platform, and maintaining client-ready documentation with a strong culture of teamwork and professional development.