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Client Services Associate

3 months ago

Houston, United States GemHarvest Full time

**Private Wealth Client Service Associate**
**10 Billion+ AUM Independent RIA**
**Houston, TX**

**Overview**
Dynamic 10B+ Independent Wealth Management RIA seeks a Client Service Associate in a hybrid role 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 an 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
- Competitive compensation package including significant base salary, benefits, and bonuses

**Requirements**:

- 2+ years 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

Pay: $90,000.00 - $105,000.00 per year

**Benefits**:

- 401(k)
- Health insurance
- Paid time off

Compensation package:

- Bonus opportunities

Weekly schedule:

- Monday to Friday

Work setting:

- Hybrid work
- Office

**Education**:

- Bachelor's (required)

**Experience**:

- Financial services: 2 years (required)

Ability to Relocate:

- Houston, TX 77027: Relocate before starting work (required)

Work Location: Hybrid remote in Houston, TX 77027