Client Service Associate

7 days ago


Wilmington, Delaware, United States International Search Consultants Full time
Client Service Associate

International Search Consultants is seeking a highly skilled Client Service Associate to join their team in Wilmington, DE. The ideal candidate will possess a strong background in financial services and excellent communication skills.

Key Responsibilities:
  • Partner with Wealth Advisors to service Ultra-High Net Worth Clients
  • Interact with centralized Operations teams to manage client needs
  • Assist with portfolio rebalancing, including document preparation and money movements
  • Prepare new account paperwork, contracts, and subscription agreements
  • Manage cash and security movements, including deposits, withdrawals, gifting, wires, and journals
  • Assist with presentations and proposals using PowerPoint and Excel
  • Analyze and review billing for accuracy
  • Prepare performance reports
  • Continuously monitor and update Client database and portfolio/account management applications
Requirements:
  • Bachelor's Degree in Finance or Business
  • Minimum 3 years of UHNW client servicing experience
  • Advanced Microsoft Office skills, with a focus on Excel, Adobe Acrobat, and PowerPoint
  • Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally
Benefits:
  • Collaborative and passionate team environment
  • Excellent growth potential in a rapidly expanding firm
  • Competitive base salary and benefits package
  • Annual bonus opportunity


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