ISC’s team of Financial Services Recruiters is partnering with a prominent Investment Firm (RIA) with offices throughout the U.S.
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 opportunity 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:
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?