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Client Services Liaison

1 month ago

Reston, Virginia, United States GemHarvest Executive Recruiting Full time

Client Service Associate

Multi-billion Independent Wealth Management Firm

Overview

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at GemHarvest Executive Recruiting. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and advisors, ensuring seamless onboarding and private wealth client services.

The ideal candidate will possess a strong track record of professionalism, adaptability, and attention to detail, with a minimum of 2+ years of experience in client/customer service capacity, preferably in financial services. A Bachelor's Degree is required.

Key Responsibilities

  • Provide exceptional client experience for ultra high net worth clients
  • Serve as a primary lead for client onboarding and private wealth client services
  • Participate in the growth of our firm by servicing client needs and maintaining key relationships
  • Collaborate with our team to deliver high-quality client services and support

What We Offer

  • Competitive compensation package including benefits and bonuses
  • Strong culture of teamwork, work-life balance, and personal and professional development