Direct message the job poster from GemHarvest Executive Recruiting
Shani Servetter, MBA
Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance, Administrative, and Customer Service
Industries
Financial Services and Investment Management
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