Client Services Manager

3 days ago


Manhattan, United States GemHarvest Executive Recruiting Full time

Client Service Lead

Billion+ AUM Independent RIA

Midtown Manhattan, NY


Overview

Dynamic Billion+ AUM Independent Wealth Management Firm seeks a Private Wealth Client Services Lead and Transition Specialist to manage the Client Service team and client onboarding needs for ultra-high-net worth clientele.


The Firm offers comprehensive family office services, deeply personalized wealth management, investment advisory, planning and other services for ultra high net worth clientele.


Highlights

  • Serve as a primary lead for client onboarding and the client service team
  • Provide excellent client experience for ultra-high net worth clients
  • Participate in the growth of a dynamic, independent RIA by servicing client needs and building key relationships, while streamlining onboarding and operational processes
  • Competitive compensation package including significant base salary, benefits, and bonuses
  • Hybrid Schedule: Four days in office weekly, 1 day remote


Requirements

  • Bachelor’s Degree
  • 7+ years Client Service experience within Private Wealth Management, working with ultra-high net worth clients
  • Track record of superior client services skills, attention to detail, and time management
  • Experience with Custodial and Reporting platforms, preferably Schwab, Pershing, and Addepar


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