What are the responsibilities and job description for the Client Services Associate position at GemHarvest Executive Recruiting?
Client Service Associate
Boutique Wealth Management Firm
Palos Verdes, CA
Overview
Boutique Independent Wealth Management firm serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
- Serve as a primary point of contact for client onboarding and private wealth client services and administration
- Provide an excellent client experience for high net worth clients, maintaining client relationships
- Participate in the growth of a dynamic, independent wealth management firm by attending to client inquiries and requests and administrative tasks
- Strong culture of teamwork, integrity, work-life balance and personal and professional development
- Competitive compensation package ($85,000 – $120,000 base plus discretionary bonus ranging from $8,000 – $15,000, and excellent benefits)
Requirements
- Bachelor’s Degree
- SIE, Series 7 and 65 or 66 preferred
- 2-10 years experience in Client Service within Financial Services
- Familiarity with financial services systems is a plus
- Track record of professionalism, adaptability, attention to detail, and time management
Salary : $85,000 - $120,000