Director of Client Services
GemHarvest GemHarvest Reston, VA Reston, VA Full-time Full-time $120,000 - $130,000 a year $120,000 - $130,000 a year 1 hour ago 1 hour ago 1 hour ago Director of Client Services Hybrid (3 days in office, 2 days remote) 20 Billion
AUM Independent RIA Reston, VA 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 - $130,000.
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:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
AUM Independent RIA Reston, VA 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 - $130,000.
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:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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