Client Service Associate
4 weeks ago
International Search Consultants is seeking a highly skilled Client Service Associate to join their team in Delaware. The ideal candidate will possess a strong background in finance and business, with a minimum of 3 years of experience in UHNW client servicing.
The Client Service Associate will partner with the Centralized Investment Operations team and Wealth Advisors to provide high-touch service to clients and ensure timely and accurate processing of financial transactions.
The role offers tremendous long-term career development and growth opportunities as the firm continues to expand.
Key Responsibilities- Partner with Wealth Advisors to service UHNW clients
- Interact with the Firm's centralized Operations teams
- Partner with custodians and internal Operations teams to ensure requests are processed correctly
- Prepare new account paperwork, contracts, and subscription agreements
- Manage the opening and closing of accounts, including SMAs 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
- Bachelor's Degree in Finance or Business preferred
- Minimum of 3 years of UHNW client servicing experience
- Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint
- Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally
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