Wilmington, DE (Located outside of the City).
Our Client is a prominent Wealth Manager and RIA with offices throughout the U.S. The firm provides a full range of corporate trustee and executor services that allow their clients the ability to establish trusts with Delaware situs, as well as Investment Management and Wealth Advisory services. The firm’s clients include high net worth individuals, families, institutions, trusts and foundations, they oversee over 18B in AUM.
The CSA will be instrumental in partnering with UHNW Clients and Wealth Advisors, as well as bridging the gap between the Operations team (located in this office) and the Front Office, Client facing teams. This individual will work also work with Wealth Advisors on sophisticated wealth planning strategies including wealth transfer matters, financial planning strategies, income tax planning, cash flow analysis, trust & estate planning, and business succession planning. This individual will provide all transactional support including opening and closing accounts, rebalancing portfolios, managing wires, and overseeing proposals in PowerPoint.
The CSA will play a key role in project management within the firm and has an opportunity to become more operationally focused.
The opportunity is open due to growth and offers a competitive full package, excellent work environment with tremendous long-term advancement.
Client Service Associate / CSA / Wealth Management Associate – Wilmington, DE – Responsibilities:
As a Client Service Associate, you will be responsible for supporting the firm’s Wealth Advisors and Investment professionals. 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.
Client Service Associate / CSA / Wealth Management Associate, Wilmington, DE – Requirements:
How to Apply: