What are the responsibilities and job description for the Client Service Associate position at GemHarvest?
Associate Director, Private Wealth Client Services
10 Billion AUM Independent RIA
Denver, Colorado
Overview
Dynamic 10B Independent Wealth Management RIA seeks an Associate Director of Private Wealth Client Services to manage the administrative and private banking needs for high-net worth clientele.
The Firm offers comprehensive family office services, deeply personalized wealth management, investment advisory, planning and other services for high-net-worth and ultra high net worth clientele.
Highlights
- Serve as a primary lead for client onboarding, investment implementation, and private banking services
- Provide excellent client experience for ultra-high net worth clients
- Participate in the growth of a fast growing, independent RIA by servicing client needs, and maintaining and building key relationships
- Competitive compensation package including significant base salary, benefits, and bonuses
Requirements
- 5 years experience financial services experience working with ultra-high net worth clients
- Bachelor’s degree in Business, Finance, or a related field
- Track record of superior client services skills, attention to detail, and time management
- Knowledge of Fidelity and Schwab custodial platforms a plus
Looking forward to connecting!
Job Type: Full-time
Salary: $80,000.00 - $105,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
Ability to commute/relocate:
- Denver, CO 80202: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Required)
Experience:
- Financial services: 5 years (Required)
Work Location: One location
