Client Service Associate – Financial Services – Wilmington, Delaware

RIA, Investment Advisor, Client Service, Client Assistant, HNW, Family Office, Wilmington, DE trust

The Finance Recruiters at ISC are seeking a Client Service Associate for a prominent and growing Registered Investment Advisor. The Client Service Associate will have previous experience supporting UHNW clients and will have the ability to be in a high touch client driven support role partnering with clients and the Firm’s investment and trust professionals. The firm offers an attractive & competitive full package with long-term advancement opportunity.

Client Service Associate– Wilmington, DE – UHNW Multi Family Office

The Client Service Associate will provide support to the Firm’s Ultra High Net Worth Family Office relationships. This includes preparing new account paperwork, opening accounts, managing clients’ assets and wire transfers, preparing reports and presentations, as well as the opportunity to be involved in client meetings. The CSA also partners heavily with the Trust Officers and Investment Advisors in managing the Client relationship.

CSA opportunity it open due to growth.

  • CSA opportunity it open due to growth.
  •  You’ll have an opportunity to be client facing with UHNW Clients.
  •  Perform in a highly visible position within a growing organization.
  •  Work in a collaborative, team-focused and entrepreneurial environment.
  •  Receive fully paid medical benefits and a competitive base + bonus.

The firm has a compelling reputation nationwide as a leader within the Investment Advisor and Wealth Management space. They currently have offices in five major cities and a Trust Co/Office in Wilmington, DE. They’ve been highly ranked by multiple financial publications and are known for their superior client service as a true fiduciary to their clients.

  •  Benefits that are fully paid for employee and family.
  • Excellent compensation and yearly bonus.
  •  Extremely family friendly culture.
  • Short commute from the Philadelphia area – located right outside of Wilmington, DE (free parking + no city wage tax).

We’re interested in speaking with sharp Client Servicing professionals with experience partnering and supporting HNW Private Wealth Clients.

You’ll also need to have:

  • Experience Working for either a RIA, Broker/Dealer, Bank or Trust Company. Currently working within the financial services industry.
  • Professional Interaction with HNW/UHNW Clients
  • Advanced Microsoft Office skills (Excel, Adobe Acrobat, and PowerPoint)
  • Exposure utilizing Fidelity/Charles Schwab as a custodian would be ideal.

Please send resumes directly to Angela George, at AngelaG@iscjobs.com

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