Investment Associate Professional

6 days ago


Wilmington, Delaware, United States International Search Consultants Full time
Job Description

In a rapidly expanding global investment firm, an Investment Associate Professional plays a pivotal role in providing customized investment management and advisory services to high-net-worth individuals. Located in Wilmington, DE, this individual will partner with the Centralized Investment Operations team and West Coast Wealth Advisors to deliver exceptional client experiences.

The ideal candidate possesses a Bachelor's Degree in Finance or Business, coupled with at least 3 years of UHNW client servicing experience. Advanced Microsoft Office skills, particularly Excel, Adobe Acrobat, and PowerPoint, are essential. Self-motivation, attention to detail, and a passion for learning and growth are highly valued.

Salary and Benefits
$85,000 - $110,000 per year, plus benefits and bonus opportunities. Collaborative team environment with excellent corporate culture. Opportunities for long-term career growth and professional development.

About Us
A prominent investment firm seeks a dedicated and detail-oriented individual to join its Delaware office as a Client Relationship Manager. This key role involves partnering with advisors and clients, managing client relationships, and ensuring timely and accurate financial transactions.

Key Responsibilities
Partner with Wealth Advisors to service UHNW Clients. Interact with centralized Operations teams. Manage cash and security movements, including deposits, withdrawals, gifting, wires, and journals. Prepare new account paperwork, contracts, and subscription agreements. Handle KYC profile and searches.

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