Client Services Associate

SolomonEdwards; Wilmington (DE); On-site; USD 70,000 - 95,000; Full time

Job summary

SolomonEdwards seeks a Client Service Associate for a UHNW client in Wilmington, Delaware. On a centralized team, you will provide a range of services to support client relationships and ensure accuracy in documentation and processing.

The role emphasizes collaboration, attention to detail, and growth within financial services. You will work with client service teams, custodians, and operations to process requests, open/close accounts, and review billing.

Qualifications

• Bachelor’s degree – Finance or Business preferred
• 5–7 years’ experience within financial services, preferably Wealth Management
• Motivated with a desire to learn and grow professionally
• High attention to detail with the ability to work within a collaborative, fast paced team environment
• Advanced MS Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint

Responsibilities

• Partner with assigned Client Service Teams to service the Firm’s UHNW clients
• Maintain data accuracy and documentation adequacy through ongoing monitoring of internal databases
• Collaborate with custodians and internal Operations teams to ensure requests are processed correctly
• Prepare new account paperwork, contracts, and subscription agreements
• Manage opening and closing of accounts – SMA’s and brokerage
• Oversee cash and security movements including deposits, withdrawals, gifting, wires, and journals
• Analyze and review billing for accuracy

Skills

Attention to detail

Collaboration

Strong communication

Education

Bachelor’s degree – Finance or Business preferred

Tools

Excel

Adobe Acrobat

PowerPoint

Job description

Now hiring a Client Service Associate for our client in Wilmington, DE! On a centralized team, you will be responsible for providing a range of services to the Firm’s Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities.

RESPONSIBILITIES:

• Partner with assigned Client Service Teams to service the Firm’s UHNW clients
• Accountability for client relationships as assigned to include responsibility for data accuracy and documentation adequacy through continuous monitoring and updating of the Firm’s internal database and relevant applications
• Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctly
• Prepare new account paperwork, contracts, and subscription agreements
• Manage the opening and closing of accounts – to include SMA’s and brokerage
• Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, and journals
• Analyze and review billing for accuracy

REQUIREMENTS:

• Bachelor’s degree – Finance or Business preferred
• Minimum of 5-7 years’ experience within financial services, preferably Wealth Management
• Motivated with a desire to learn and grow professionally
• High attention to detail with the ability to work within a collaborative, fast paced team environment
• Advanced MS Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint