Client Service Associate
4 days ago
International Search Consultants is seeking a highly skilled Client Service Associate to join their team in Wilmington, DE. As a key member of the Financial Services team, you will be responsible for providing exceptional client service and support to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
Key Responsibilities:- Partner with Wealth Advisors to service UHNW clients
- Interact with centralized Operations teams
- Manage cash and security movements, including deposits, withdrawals, gifting, wires, and journals
- Prepare new account paperwork, contracts, and subscription agreements
- 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
- 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
- Collaborative, passionate, and dedicated team
- Excellent growth potential
- Competitive base salary
- Benefits with extremely low cost to employee and family
- Annual bonus
-
Client Services Associate
3 weeks ago
Wilmington, Delaware, United States Pyxai, Inc. Full timeJob DescriptionAt Pyxai, Inc., we are seeking a highly organized and detail-oriented Client Services Associate to support our financial consultants in delivering exceptional customer service to our clients. As a key member of our team, you will play a vital role in strengthening advisor-client relationships and ensuring client satisfaction.Key...
-
Client Services Associate
1 day ago
Wilmington, Delaware, United States Pyxai, Inc. Full timeJob DescriptionOverviewPyxai, Inc. is seeking a dedicated Client Services Associate to support their financial consultants in providing exceptional customer service to their clients. The ideal candidate will act as an assistant to one or more financial professionals, helping with specific tasks that may or may not require interaction with clients.Key...
-
Client Services Associate
4 weeks ago
Wilmington, Delaware, United States Pyxai, Inc. Full timeJob DescriptionOverviewPyxai, Inc. is seeking a dedicated Client Services Associate to support their financial consultants in providing exceptional customer service to their clients. The ideal candidate will act as an assistant to one or more financial professionals, helping with specific tasks that may or may not require interaction with clients.Key...
-
Client Service Associate
3 weeks ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob Title: Client Service AssociateAbout the Role:We are seeking a highly skilled Client Service Associate to join our team at Wilmington Savings Fund Society. As a Client Service Associate, you will be responsible for providing exceptional service to our custody clients, including managing multiple tasks simultaneously, communicating with internal and...
-
Client Service Associate
3 weeks ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob Title: Client Service AssociateAbout the Role:We are seeking a highly skilled Client Service Associate to join our team at Wilmington Savings Fund Society. As a Client Service Associate, you will be responsible for providing exceptional service to our custody clients, including managing multiple tasks simultaneously, communicating with internal and...
-
Client Service Associate
3 weeks ago
Wilmington, Delaware, United States International Search Consultants Full timeClient Service AssociateInternational Search Consultants is seeking a highly skilled Client Service Associate to join their team in Wilmington, DE. The ideal candidate will possess a strong background in financial services and excellent communication skills.Key Responsibilities:Partner with Wealth Advisors to service Ultra-High Net Worth ClientsInteract with...
-
Client Services Associate
3 weeks ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Associate to join our team at Wilmington Savings Fund Society. As a Client Services Associate, you will provide exceptional client service and administrative support to our trust and agency clients, Wealth Advisors, Investment Advisors, and other qualified referral sources.Key...
-
Client Service Associate
2 weeks ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob Title: Client Service AssociateJob Summary:The Client Service Associate is a key member of our team, responsible for providing exceptional service to our custody clients, custody officers, and other qualified referral sources. This role requires strong communication skills, attention to detail, and the ability to manage multiple tasks simultaneously.Key...
-
Client Services Associate
5 days ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.The...
-
Client Services Associate
2 weeks ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.The...
-
Client Service Liaison
5 days ago
Wilmington, Delaware, United States Corporation Service Company Full timeClient Service RepresentativeAre you passionate about delivering exceptional service? We're looking for a Client Service Representative to join our team at Corporation Service Company.About the Role:We're seeking a highly motivated and organized individual to provide top-notch service to our clients. As a Client Service Representative, you will be...
-
Client Service Representative
4 weeks ago
Wilmington, Delaware, United States Corporation Service Company Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Client Service Representative to join our National Customer Service Team. As a key member of our team, you will be responsible for delivering exceptional service to our clients, ensuring timely response and order placement, and working collaboratively with our Salesforce Team to meet...
-
Client Service Representative
3 weeks ago
Wilmington, Delaware, United States Corporation Service Company Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Service Representative to join our National Customer Service Team. As a key member of our team, you will be responsible for delivering exceptional customer service and ensuring that our clients receive the highest level of support.Key ResponsibilitiesCustomer Service: Provide timely...
-
Client Services Associate
3 weeks ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob SummaryThe Wilmington Savings Fund Society is seeking a highly skilled Client Services Associate to join our Wealth Management team. As a Client Services Associate, you will be responsible for providing exceptional client service and administrative support to our trust and agency clients, Wealth Advisors, Investment Advisors, and other qualified referral...
-
Client Service Coordinator
4 weeks ago
Wilmington, Delaware, United States Corporation Service Company Full timeAbout the Role**Job Summary**The Corporation Service Company (CSC) is seeking a highly skilled Client Service Coordinator to join our Digital Brand Services team. As a Client Service Coordinator, you will play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities**Client Service Delivery**Ensure consistent...
-
Client Service Coordinator
4 weeks ago
Wilmington, Delaware, United States Corporation Service Company Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Service Coordinator to join our Digital Brand Services team. As a key member of our team, you will be responsible for delivering exceptional client experiences and driving process improvements across our organization.Key ResponsibilitiesClient Service Delivery: Ensure that we consistently...
-
Client Services Coordinator
2 weeks ago
Wilmington, Delaware, United States Pyxai, Inc. Full timeClient Services Associate Job Description **Overview** Pyxai, Inc. is seeking a detail-oriented Client Services Associate to support our financial consultants in delivering exceptional customer service to clients. As a key member of our team, you will assist financial professionals with various tasks, ensuring seamless client interactions and...
-
Client Services Coordinator
3 weeks ago
Wilmington, Delaware, United States Pyxai, Inc. Full timeJob Title: Client Services AssociateJob Summary:The Client Services Associate plays a vital role in supporting our financial consultants in delivering exceptional customer service to our clients. This position involves assisting financial professionals with various tasks, which may or may not require interaction with clients.Key Responsibilities:Compile and...
-
Client Service Representative
4 weeks ago
Wilmington, Delaware, United States Corporation Service Company Full timeAbout the RoleCSC is seeking a highly motivated and detail-oriented Client Service Representative to join our National Customer Service Team. As a Client Service Representative, you will play a critical role in providing exceptional customer service to our clients, ensuring timely response and order placement, and working independently to develop new...
-
Client Service Representative
4 weeks ago
Wilmington, Delaware, United States Corporation Service Company Full timeAbout the RoleCSC is seeking a highly motivated and detail-oriented Client Service Representative to join our National Customer Service Team. As a Client Service Representative, you will play a critical role in providing exceptional customer service to our clients, ensuring timely response and order placement, and working independently to develop new...