Client Service Associate

1 week ago


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

International Search Consultants is seeking a highly skilled Client Service Associate to join our team in the Delaware office. This role offers tremendous long-term career development and continued growth opportunities as the firm continues to expand.

About the Role
  • Partner with the Centralized Investment Operations team and West Coast Wealth Advisors to ensure clients receive high-touch service and their financial transactions are processed in a timely and accurate manner.
  • Work closely with Ultra-High Net Worth (UHNW) clients with 200MM plus in investible assets, as well as key Client Advisors.
Key Responsibilities
  • Support the firm's Advisors and Clients directly.
  • Partner with the Operations team members to manage the needs of the Advisor's client base.
  • Manage the opening and closing of accounts, including SMA's and brokerage.
  • Handle KYC profile and searches.
  • 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.
  • Continually monitor and update Client database and portfolio/account management applications.
Benefits
  • Collaborative, passionate, and dedicated team.
  • Excellent corporate culture and a friendly, fun, and exciting place to work.
  • Competitive base salary.
  • Benefits are an extremely low cost to employee and family.
  • Annual Bonus.


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