Client Service Associate

3 days ago

Wilmington DE United States International Search Consultants Full time

ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service Associate to join their centralized team in their Delaware office.


The Client Service Associate will partner with the Centralized Investment Operations team as well as West Coast Wealth Advisors to ensure clients receive high touch service and their financial transactions/money movements are processed in a timely/accurate manner.


The Client Service Associate will work closely with UHNW clients with 200MM plus in investible assets, as well as key Client Advisors. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.


Client Service Associate Responsibilities, continually expanding and changing:

  • As a Client Service Associate, you will be responsible for supporting the firm’s Advisors and Clients directly. You will also partner with the Operations team members to manage the needs of the Advisor’s client base and have an opportunity to be actively involved in projects as the firm continues to grow.
  • Partner with Wealth Advisors to service the firm’s UHNW Clients.
  • Interact with the Firm’s centralized Operations teams.
  • Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctly. Assist with Portfolio rebalancing (document preparation, money movements).
  • Prepare new account paperwork, contracts, and subscription agreements.
  • Manage the opening and closing of accounts – this includes SMA’s and brokerage.
  • Handle KYC profile and searches.
  • Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, journals.
  • Assist with presentations and proposals using PowerPoint and Excel.
  • Analyze and review billing for accuracy.
  • Prepare performance reports.
  • Continually monitor and update Client database and portfolio/account management applications, this includes Salesforce, Addepar, Black Diamond.



Key Qualifications:

Client Service Associate Requirements – To qualify, you must possess the following:

  • Bachelor’s Degree is required – Finance or Business preferred.
  • Minimum of 3 years of UHNW client servicing.
  • Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.
  • Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally.
  • Ideally, this person has a vested interest in technology, investment management and in providing client solutions within a fast-paced/deadline-oriented team.


Client Service Associate Rewards – If you qualify for this opportunity, the Firm offers the below:

  • Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun and exciting place to work.
  • Excellent Growth Potential: The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth.
  • Competitive base salary.
  • Benefits are at an extremely low cost to the employee and their family
  • Annual Bonus.

  • Client Services Associate

    4 months ago

    Wilmington, United States Pyxai, Inc. Full time

    Job DescriptionOVERVIEWOur client is seeking a dedicated Client Services Associate to support their financial consultants in providing excellent customer service to their clients. The client service associate acts as an assistant to one or more financial professionals. The ideal person helps financial advisors with specific tasks that may or may not require...

  • Client Services Associate

    4 months ago

    Wilmington, United States Pyxai, Inc. Full time

    Job Description OVERVIEW Our client is seeking a dedicated Client Services Associate to support their financial consultants in providing excellent customer service to their clients. The client service associate acts as an assistant to one or more financial professionals. The ideal person helps financial advisors with specific tasks that may or may not...

  • Client Services Associate

    2 months ago

    wilmington, United States International Search Consultants Full time

    ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service...

  • Client Services Associate

    3 months ago

    Wilmington, United States International Search Consultants Full time

    ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service...

  • Client Services Associate

    3 weeks ago

    Wilmington, United States International Search Consultants Full time

    ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service...

  • Client Services Associate

    3 weeks ago

    wilmington, United States International Search Consultants Full time

    ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service...

  • Client Services Associate

    3 months ago

    Wilmington, United States International Search Consultants Full time

    ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service...

  • Client Service Associate

    3 weeks ago

    Wilmington, Delaware, United States International Search Consultants Full time

    Job OverviewInternational Search Consultants is seeking a highly skilled Client Service Associate to join their team in Delaware. The ideal candidate will possess a strong background in finance and business, with a minimum of 3 years of experience in UHNW client servicing.The Client Service Associate will partner with the Centralized Investment Operations...

  • Client Service Associate

    3 weeks ago

    Wilmington, Delaware, United States International Search Consultants Full time

    {"title": "Client Service Associate", "description": "Job SummaryInternational Search Consultants is seeking a highly skilled Client Service Associate to join their team in Wilmington, DE. The successful candidate will partner with the Centralized Investment Operations team and West Coast Wealth Advisors to provide exceptional client service and ensure...

  • Client Services Associate

    2 weeks ago

    Wilmington, United States Wilmington Savings Fund Society Full time

    Job DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.  The...

  • Registered Client Service Associate

    7 months ago

    Wilmington, United States Ameriprise Financial Full time

    Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail

  • Client Service Representative

    1 month ago

    Wilmington, United States Corporation Service Company Full time

    Building and maintaining client relationships by providing excellent customer service to both internal and external clients Providing service support for accounts (handling service issues, invoicing questions and research for individual client reques Client Service, Representative, Customer Service, Client Relations, Retail, Business Services, Skills

  • Client Service Coordinator

    3 weeks ago

    Wilmington, Delaware, United States Corporation Service Company Full time

    Client Service CoordinatorAt Corporation Service Company, we are seeking a highly skilled Client Service Coordinator to join our Digital Brand Services team. As a key member of our team, you will play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Ensure seamless delivery of client services, meeting...

  • Client Service Representative

    2 weeks ago

    Wilmington, Delaware, United States Corporation Service Company Full time

    Job DescriptionAs a Client Service Partner at Corporation Service Company, you will be responsible for working with clients to take and fulfill orders, as well as managing a portfolio of domain names. This role would suit someone who is internet savvy and seeking a career working with cutting-edge technology and global internet branding.Key...

  • Client Service Representative

    4 weeks ago

    Wilmington, United States Corporation Service Company Full time

    Job DescriptionClient Service RepresentativeWilmington, DE (Onsite)Monday - Friday, 9:00am-6:00pmAre you passionate about delivering exceptional service? Us too.We're hiring a Client Service Representative for our Annual Reports and Corporate Transactions team. You'll work directly with our clients (other companies) and teams at CSC to provide solutions that...

  • Client Service Representative

    1 month ago

    Wilmington, United States Corporation Service Company Full time

    Job DescriptionClient Service RepresentativeWilmington, DE (Onsite)Monday - Friday, 9:00am-6:00pmAre you passionate about delivering exceptional service? Us too. We're hiring a Client Service Representative for our Annual Reports and Corporate Transactions team. You'll work directly with our clients (other companies) and teams at CSC to provide solutions...

  • Client Service Representative

    3 weeks ago

    Wilmington, Delaware, United States Corporation Service Company Full time

    Job DescriptionCorporation Service Company (CSC) is seeking a highly skilled and motivated Client Service Representative to join our National Customer Service Team.This role is responsible for providing exceptional customer service to our clients, ensuring timely response and order placement, and working independently to develop new initiatives and processes...

  • Client Services Associate

    4 days ago

    Norwalk, CT, United States GemHarvest Executive Recruiting Full time

    Client Service AssociateBoutique Wealth Management FirmNorwalk, CTOverviewBoutique RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services and Operations.The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high...

  • Client Service Associate

    2 days ago

    Richmond, VA, United States Cary Street Partners Full time

    Client Service AssociateSummary of ExpectationsThe Client Service Associate (Registered Client Service Associate if licensed) provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to...

  • Client Service Associate

    3 weeks ago

    Val-de-Reuil, Normandie, United States Oppenheimer & Co. Full time

    About Oppenheimer & Co.Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed...