Client Services Manager

Job Details

Client Service Manager - Hybrid (3 days in office, 2 days remote)

4 Billion+ AUM Independent RIA

Arlington,VA

Overview

Established and growing 4B+ Independent Wealth Management RIA seeks a Client Service Manager to manage the Client Service Team, and be responsible for the administrative and Client Service 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 team lead for client onboarding, investment implementation, and private wealth services
• Provide excellent client experience for ultra-high net worth clients
• Participate in the growth of a fast growing, independent RIA by leading a team, servicing client needs, and maintaining and building key relationships
• Competitive compensation package including significant base salary, benefits, and bonuses

Requirements

• 5+ years Client Services experience working with HNW and UHNW clients
• Team management experience
• Bachelor s degree or equivalent industry experience
• Track record of superior client services skills, attention to detail, and time management

 GemHarvest Executive Recruiting

 05/13/2024

 Arlington,VA