What are the responsibilities and job description for the Client Service Associate position at GemHarvest?
Client Service Associate
$1B AUM Boutique RIA
Northwest Philadelphia/Montgomery County, PA
Overview
Dynamic and quickly growing 1B Wealth Management Firm serving high net worth clientele seeks a Client Service Associate to support 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 lead for client onboarding and private wealth client services
- Provide excellent client experience for high net worth clients
- Participate in the growth of a fast growing, independent RIA by servicing client needs, and maintaining and building key relationships
- Strong culture of teamwork, work life balance and personal and professional growth
- Competitive compensation package including significant base salary, benefits, and bonuses
Requirements
- Bachelor’s Degree
- 2 years experience in Client Service experience with a Broker Dealer or RIA
- Track record of professionalism, adaptability, attention to detail, and time management
Job Type: Full-time
Salary: $80,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
Ability to commute/relocate:
- Fort Washington, PA 19034: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
- Customer service: 1 year (Preferred)
Work Location: One location
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