Wealth Planning & Client Services Associate

GemHarvest Executive Recruiting; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Excellent benefits

Bonus opportunities

Job summary

GemHarvest Executive Recruiting is seeking a Client Services Associate for a boutique wealth management firm in Dallas, TX. You will support private wealth clients and advisors by planning, preparing meetings, and administering plans.

You’ll maintain data integrity, prepare client-ready summaries, and streamline planning workflows across offices while supporting onboarding on the LPL platform and CRM tools.

Qualifications

• Bachelor’s degree required.
• 3+ years in client service operations in financial services or RIAs.
• Hands-on with eMoney and CRM tools like WealthBox.

Responsibilities

• Own meeting prep and follow-up for multiple advisors.
• Build and update financial plans in eMoney; ensure data readiness for meetings.
• Coordinate new account openings and client onboarding on LPL platform.

Skills

Meeting preparation

Plan administration

Client service

Data gathering

Client summaries

Workflow optimization

Team collaboration

Education

Bachelor’s Degree

Tools

eMoney

WealthBox

LPL systems

Job description

GemHarvest Executive Recruiting is seeking a Client Services Associate for a boutique wealth management firm in Dallas, TX. You will support private wealth clients and advisors by planning, preparing meetings, and administering plans.

You’ll maintain data integrity, prepare client-ready summaries, and streamline planning workflows across offices while supporting onboarding on the LPL platform and CRM tools.