Director of Client Services Job at GemHarvest
Director of Client Services - Hybrid (3 days in office, 2 days remote)
20 Billion+ AUM Independent RIA
Los Angeles, CA
Overview
Dynamic 20B+ Independent Wealth Management RIA seeks a Director of Client Services 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 excellent client experience for ultra-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
- 7+ years Financial Services, preferably RIA experience working with UHNW 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
Looking forward to connecting!
Job Type: Full-time
Salary: $120,000.00 - $140,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Education:
- Bachelor's (Required)
Experience:
- Financial Services: 7 years (Required)
Work Location: Remote
Please Note :
ajayjain.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, ajayjain.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.