Talent.com
Client Service Associate - Wilmington
Client Service Associate - WilmingtonInternational Search Consultants • Wilmington, DE, US
Client Service Associate - Wilmington

Client Service Associate - Wilmington

International Search Consultants • Wilmington, DE, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Client Service Associate

Wilmington, DE

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.

The Client Service Associate will partner with the Centralized Investment Operations team as well as West Coast 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 Requirements - To qualify, you must possess the following :

  • Bachelor’s Degree is required – Finance or Business preferred.
  • Minimum of 3 years of UHNW client servicing.
  • 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 below :

  • 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.
  • Competitive base salary.
  • Benefits are an extremely low cost to employee and family!
  • Annual Bonus.

    • 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, withdraws, gifting, wires, 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, Black Diamond.

    • How to Apply :

    Please contact Brigid Rosinsky at brigidr@iscjobs.com or 888-974-0086

    [job_alerts.create_a_job]

    Client Service Associate • Wilmington, DE, US

    [internal_linking.similar_jobs]
    Orthopedist Wilmington DE

    Orthopedist Wilmington DE

    HCRC Staffing • Odessa, DE, US
    [job_card.part_time]
    We are seeking a compassionate Orthopedist to join our medical practice part time in the Wilmington and Middletown DE area. We value our patients and truly want to listen to them and offer comprehen...[show_more]
    [last_updated.last_updated_less] • [promoted] • [new]
    Remote Customer Service Representative

    Remote Customer Service Representative

    Liveops • Middletown, Delaware, United States
    [filters.remote]
    [job_card.full_time]
    Tax Software Support – Independent Contractor.Liveops is contracting seasonal Product Support Agents to provide remote support for a leading tax software program. This opportunity is ideal for indep...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    General Librarian

    General Librarian

    InsideHigherEd • Cheyney, Pennsylvania, United States
    [job_card.full_time]
    Proudly standing as the nation’s oldest HBCU, Cheyney University of Pennsylvania has been a stalwart and highly respected institution of higher education since our founding in 1837.For over 185 yea...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Customer Service Representative – Product Testing

    Remote Customer Service Representative – Product Testing

    GLOCPA • Townsend, Delaware
    [filters.remote]
    [job_card.full_time]
    We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.[show_more]
    [last_updated.last_updated_30] • [promoted]
    High-Paying Survey Participant (Hiring Immediately)

    High-Paying Survey Participant (Hiring Immediately)

    Maxion Research • Middletown, Delaware, US
    [job_card.part_time]
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Service Representative - Remote - 50k-60k / Year

    Customer Service Representative - Remote - 50k-60k / Year

    Spade Recruiting USA • Townsend, Delaware
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate

    Client Service Associate

    RIA Recruiting • Wilmington, Delaware, USA
    [job_card.full_time]
    Allegiance Financial Group Advisory Services an established financial planning and investment management firm located in Wilmington NC currently has an excellent career opportunity for a full-time ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Associate - Wilmington - Kirkwood Highway

    Sales Associate - Wilmington - Kirkwood Highway

    Hand & Stone - 4397 Kirkwood HWY - Wilmington, DE • Wilmington, DE, US
    [job_card.full_time]
    Employer Contributions to Medical Insurance.Hand & Stone Wilmington - Kirkwood Highway located at 4397 Kirkwood Hwy, Wilmington, DE 19808 is seeking sales professionals to join our team.Our ide...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wireless Retail Sales Associate - W3802

    Wireless Retail Sales Associate - W3802

    OSL Retail Services Inc • Middletown, DE, US
    [job_card.full_time]
    Ready to unlock unlimited earning potential?.You will have unlimited earning potential with $16 / hour base pay and uncapped commission! Employees earn $18 / hour just hitting minimum expectations and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Spa Sales and Guest Service Associate

    Spa Sales and Guest Service Associate

    Hand & Stone - 126 Onix Dr - Kennett Square, PA • Kennett Square, PA, US
    [job_card.full_time]
    At Hand & Stone Massage and Facial Spas, our vision is simple : to make each visit the best hour of our client's month.Our Spa Associates play a crucial role in achieving this goal.As the ho...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate - Financial Planning & Wealth Advisory Services

    Client Service Associate - Financial Planning & Wealth Advisory Services

    RiversEdge Advisors • Wilmington, DE, US
    [job_card.full_time]
    Location : Wilmington, DE (in-office T,W,TH).At RiversEdge Advisors, we believe clarity and confidence are the foundation of every sound financial decision. As a fee-based financial planning, wealth ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Territory Account Associate- Wilmington, NC

    Territory Account Associate- Wilmington, NC

    Amplity • Wilmington, Delaware, USA
    [job_card.full_time]
    Join Amplity the full-service go-to partner of biopharma companies that delivers flexible specialized medical commercial services. No matter where a drug is in its lifecycle we scale with ease to ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Relationship Banker - Wilmington Market

    Relationship Banker - Wilmington Market

    Bank of America • Wilmington, DE, US
    [job_card.full_time]
    Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Gro...[show_more]
    [last_updated.last_updated_30] • [promoted]
    T-Mobile Sales Representative

    T-Mobile Sales Representative

    Connectivity Source |T-Mobile Authorized Retailer • Middletown, DE, US
    [job_card.full_time]
    MAKE EVERYDAY RIDICULOUSLY AMAZING.AVERAGE ALL IN PAY RANGE WITH BONUSES AND SPIFFS $19 TO $23 PER HOUR.NEW HIRE BONUS RAMP UP STRUCTURE!!. WHO is this FOR? All new hires for MOBILE ASSOCIATE AND RE...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Consultative Sales Associate

    Consultative Sales Associate

    FEETFIRST HOLDINGS INC • Glen Mills, PA, US
    [job_card.full_time]
    Are you an empathetic, enthusiastic, and sales-driven retail Salesperson seeking a meaningful opportunity for long-term growth and success? If so, we have just the career for you.This position is f...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Retail Sales Associate

    Retail Sales Associate

    Project LeanNation Middletown • Middletown, DE, US
    [job_card.full_time]
    Join the Frontline of Inspiration : Become THE EDUCATOR at Project LeanNation!.At Project LeanNation, every team member is integral, but as an Educator, you hold a. Our goal isn't just to sell; i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Cashier / Sales Associate - Midday / 2nd Shift

    Cashier / Sales Associate - Midday / 2nd Shift

    GPM Investments LLC • New Castle, DE, US
    [job_card.full_time] +1
    Are you ready to roll up your sleeves and make a real impact in the afternoons and evenings? Our second-shift Sales Associates (typically between 2 PM and Midnight) play a key role in keeping the s...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Lead Concierge

    Lead Concierge

    Monarch Communities • Kennett Square, PA, US
    [job_card.full_time]
    Monarch / Brandywine Senior Living.At Monarch Communities Senior Living, we value compassion, innovation, and community.Our team is committed to making a meaningful impact on the lives of our residen...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]