ISC’s team of FINANCIAL SERVICES RECRUITERS is partnering with a prominent Investment Firm (RIA) with offices throughout the U.S. Their clients include Ultra High Net Worth individuals, families, institutions, trusts and foundations.
The firm is looking for a Client Servicing Associate to join their centralized Client Advisory team in the Delaware office. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.
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 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. Additionally, they will have opportunities to meet clients in person, including traveling to other offices nationally to meet colleagues and clients. Travel is not required.
The CSA will play a key role in project management within the firm and has tremendous opportunity for long term growth.
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:
Please contact Lisa Finch, email@example.com, 888-771-1488
Referrals – Do you know someone who may be a fit?
We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp Client Servicing Associates and ideally candidates that are not looking – who’s name comes to mind?