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Client Services Associate

4 months ago

Wilmington, United States International Search Consultants Full time

Client Service Associate

Wilmington, DE


About the Company:

Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the Delaware office.


Role Overview:

As a Client Service Associate, you will play a pivotal role in collaborating with the Centralized Investment Operations team and Wealth Advisors. Your primary responsibility is to ensure that UHNW clients, with assets exceeding $200MM, receive impeccable service, and their financial transactions are processed accurately and promptly.


Requirements:

  • Bachelor’s Degree in Finance or Business.
  • Minimum of 3 years of experience in UHNW client servicing.
  • Experience with Salesforce a plus.
  • Self-motivated and detail-oriented professional with a commitment to continuous learning and growth.


Rewards:

  • Join a collaborative, passionate, and dedicated team within an excellent corporate culture.
  • Exceptional opportunities for long-term career growth in a rapidly expanding firm.
  • Competitive base salary with an annual bonus structure.
  • Low-cost benefits for employees and their families.


Responsibilities:

As a Client Service Associate, you will be responsible for a diverse range of tasks, including:

  • Partnering with Wealth Advisors to provide service to the firm's UHNW clients.
  • Collaborating with the firm's centralized Operations teams for seamless operations.
  • Managing requests, including portfolio rebalancing, document preparation, and money movements.
  • Handling account-related paperwork, contracts, and subscription agreements.
  • Overseeing the opening and closing of accounts, including SMA’s and brokerage.
  • Conducting KYC profile and searches with meticulous attention to detail.
  • Managing cash and security movements, including deposits, withdrawals, gifting, wires, and journals.
  • Assisting in the creation of presentations and proposals using PowerPoint and Excel.
  • Analyzing and reviewing billing for accuracy.
  • Continuously monitoring and updating the Client database and portfolio/account management applications, including Salesforce, Addepar, and Black Diamond.