Client Solutions Specialist
1 week ago
At International Search Consultants, we are seeking an experienced Client Advisor to join our team of Financial Services Recruiters. This is an exciting opportunity for a motivated professional to grow and expand our client relationships with Ultra-High Net Worth Individuals and Families.
The successful candidate will be responsible for fostering a collaborative environment and building strong relationships with clients, as well as driving business development through their high-touch and personalized model.
We estimate the salary for this position to be around $120,000 - $180,000 per year, depending on experience. The ideal candidate will have a minimum of 5 years of Trust and Estate Planning experience and 10 years of general Wealth Advisory and Portfolio Management experience interfacing with UHNW clients.
The Client Advisor will work closely with other departments, including investment/portfolio management, tax, operations, and planned giving/foundations, to ensure seamless client activities and services.
In addition to a competitive base salary and bonus structure, the successful candidate can expect a rewarding culture and team within a client-focused, family-oriented firm.
Key Responsibilities:
- Manage UHNW client relationships
- Develop new business through independent means, partnerships, and networking
- Manage a team of Client Advisory support individuals
- Partner with other departments to ensure client activities are properly handled
- Oversee account opening processes, correspondence, and asset transfers
- Work with the investment team on client performance reviews and trade monitoring
- Coordinate with tax and operations departments for tax filings and accounting records
- Contribute to internal committees as a senior team member
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