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Client Services Associate

1 month ago


Norwalk, Connecticut, United States GemHarvest Executive Recruiting Full time
Client Service Associate

Boutique Wealth Management Firm seeks a skilled Client Service Associate to support clients and advisors in providing exceptional service and operational excellence.

Key Responsibilities:

  • Lead client onboarding and private wealth client services
  • Provide a superior client experience for high net worth clients
  • Contribute to the growth of a dynamic, independent RIA by servicing client needs and maintaining operational excellence
  • Collaborate with a strong culture of teamwork, work-life balance, and personal and professional development
  • Competitive compensation package including benefits and bonuses

Requirements:

  • Bachelor's Degree
  • 2+ years experience in Client Services within an RIA
  • Proven track record of professionalism, adaptability, attention to detail, and time management