Client Services Director

3 days ago


Dallas, Texas, United States International Search Consultants Full time
About the Role

We are looking for a highly skilled Investment Advisory Associate to join our team at International Search Consultants.

As an Investment Advisory Associate, you will be responsible for partnering with Ultra-High Net Worth (UHNW) clients and working closely with the Client Advisory and Portfolio & Investment teams.

The responsibilities of this role include:

  • Partnering with the Client Advisor team to deliver wealth advisory services for UHNW clients
  • Communicating directly with clients and their external advisors
  • Collaborating with the internal Client Service Team to ensure accurate and timely handling of client requests
  • Preparing customized client presentations, including portfolio performance analysis, planning recommendations, and cash flow management
  • Collaborating with team members to develop investment portfolio allocations, Investment Policy Statements, and trading decisions aligned with firm investment themes and client goals
  • Generating, maintaining, and analyzing performance reports
  • Executing investment decisions
  • Conducting client wealth forecasting
  • Supporting the onboarding process for new clients
  • Providing assistance in business development activities

Requirements:

  • 5+ years of related experience within UHNW client support and investments
  • BA/BS Degree; progress towards CFA, CFP, CIMA, CAIA or CTFA preferred
  • Excellent communication skills written and verbal, as well as superior analytical skills
  • High proficiency with Microsoft Excel, PowerPoint and Word, with ability to quickly learn new systems performance reporting, data/transaction aggregation, data analytics, CRM
  • Experience with Addepar, Salesforce and/or Morning Star is a plus

Salary Range: $150,000 - $220,000 per year, based on experience



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