Client Service Associate

4 days ago


Wilmington, Delaware, United States International Search Consultants Full time
Client Service Associate

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
Requirements:
  • 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
Benefits:
  • Collaborative, passionate, and dedicated team
  • Excellent growth potential
  • Competitive base salary
  • Benefits with extremely low cost to employee and family
  • Annual bonus


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