Client Service Associate

International Search Consultants; Wilmington (DE); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Collaborative team culture

Growth potential

Low-cost employee benefits

Job summary

International Search Consultants seeks a Client Service Associate for its Delaware office to support UHNW clients and Wealth Advisors. You will coordinate with Operations, custodians, and internal teams to ensure accurate processing of money movements and account activity.

The role involves preparing paperwork, handling KYC, and assisting with reports and presentations while leveraging Excel, PowerPoint, and CRM tools. Strong attention to detail and client focus are essential.

Qualifications

• Bachelor’s degree required; Finance or Business preferred.
• 3+ years supporting UHNW clients within wealth/investment management.
• Advanced MS Office; strong Excel, Acrobat and PowerPoint skills.
• Self-motivated, detail-oriented with a desire to learn and grow.

Responsibilities

• Support Advisors and Clients directly; partner with Operations to manage client needs.
• Partner with Wealth Advisors to service UHNW Clients.
• Interact with centralized Operations teams; work with custodians and internal teams on requests.
• Assist with portfolio rebalancing, document prep, and money movements.
• Prepare new account paperwork, contracts, and subscription agreements.
• Open/close accounts including SMA’s and brokerage accounts.
• Handle KYC profiles and searches; manage cash and security movements.
• Assist with presentations using PowerPoint and Excel; review billing.
• Prepare performance reports; update Salesforce, Addepar, and Black Diamond.

Skills

Excel proficiency

Attention to detail

Client service mindset

Time management

Education

Bachelor’s Degree in Finance or Business

Tools

Excel

PowerPoint

Salesforce

Addepar

Black Diamond

Adobe Acrobat

Job description

ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service Associate to join their centralized team in their Delaware office.

Position Overview

The Client Service Associate will partner with the Centralized Investment Operations team as well, and Wealth Advisors to ensure clients receive high-touch service and their financial transactions/money movements are processed in a timely/accurate manner.

The Client Service Associate will work closely with UHNW clients with 200MM plus in investible assets, as well as key Client Advisors. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.

Client Service Associate Responsibilities, continually expanding and changing:

• As a Client Service Associate, you will be responsible for supporting the firm’s Advisors and Clients directly. You will also partner with the Operations team members to manage the needs of the Advisor’s client base and have an opportunity to be actively involved in projects as the firm continues to grow.
• Partner with Wealth Advisors to service the firm’s UHNW Clients.
• Interact with the Firm’s centralized Operations teams.
• Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctly. Assist with Portfolio rebalancing (document preparation, money movements).
• Prepare new account paperwork, contracts, and subscription agreements.
• Manage the opening and closing of accounts – this includes SMA’s and brokerage.
• Handle KYC profile and searches.
• Manage cash and security movements, this includes 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, this includes Salesforce, Addepar, and Black Diamond.

Key Qualifications:

Client Service Associate Requirements – To qualify, you must possess the following:

• Bachelor’s Degree is required – Finance or Business preferred.
• Minimum of 3 years of experience supporting UHNW clients within wealth or investment management
• 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.
• Ideally, this person has a vested interest in technology, investment management, and in providing client solutions within a fast-paced/deadline-oriented team.

Client Service Associate Rewards – If you qualify for this opportunity, the Firm offers the following:

• Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun, and exciting place to work.
• Excellent Growth Potential: The Firm is rapidly growing, and with that comes incredible opportunities for long-term career growth.
• Benefits are at an extremely low cost to the employee and their family!