Client Service Associate

4 weeks ago


Wilmington, Delaware, United States International Search Consultants Full time
Job Overview

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
Requirements
  • 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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