Senior Client Services Specialist

4 weeks ago


Reston, Virginia, United States International Search Consultants Full time

We are seeking a highly skilled Senior Client Services Specialist to join our team at International Search Consultants. This role will provide exceptional support to Senior Client Advisors in delivering personalized wealth advisory services to Ultra High Net Worth Clients.

The ideal candidate will have a strong background in client management, investment experience, and a proven track record of delivering high-touch service. Key responsibilities will include:

  • Partnering with Senior Advisors to execute day-to-day delivery of wealth advisory services.
  • Managing account transactions, including wire transfers, ACH disbursements, and bill payments.
  • Collaborating with the investment team to monitor cash balances and facilitate client requests.
  • Preparing correspondence, reports, and spreadsheets, as well as assisting with presentations and marketing materials.
  • Calculating payments to trust beneficiaries and coordinating tax-related information with the tax department.
  • Assisting with maintaining client records and contact management systems.

The successful candidate will possess excellent communication skills, analytical skills, and a high proficiency in Microsoft Excel, PowerPoint, and Word. Direct client contact experience is preferred.

As a valued member of our team, you will have opportunities to work with large, complex portfolios and interact directly with UHNW individuals and families. Our firm offers a tremendous long-term career opportunity with continued growth and professional development, as well as high visibility internally, providing growth opportunities.



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