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Director Of Client Services

Company

GemHarvest Executive Recruiting
Address San Diego Metropolitan Area, United States
Employment type FULL_TIME
Salary
Category Financial Services,Investment Management
Expires 2023-11-27
Posted at 11 months ago
Job Description

Director of Client Services - Hybrid (with possible remote option)

20 Billion+ AUM Independent RIA

San Diego, 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

  • Participate in the growth of a fast growing, independent RIA by servicing client needs, and maintaining and building key relationships
  • Serve as a primary lead for client onboarding, investment implementation, and private banking services
  • Competitive compensation package including significant base salary, benefits, and bonuses
  • Provide excellent client experience for ultra-high net worth clients


Requirements

  • Knowledge of Fidelity and Schwab custodial platforms a plus
  • Track record of superior client services skills, attention to detail, and time management
  • Bachelor’s degree in Business, Finance, or a related field
  • 7+ years Financial Services, preferably RIA experience working with UHNW clients