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 Dallas 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:
Client Service Associate Rewards – If you qualify for this opportunity, the Firm offers the below:
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.
How to Apply:
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 experienced Client Service Associate and ideally candidates that are not looking – whose name comes to mind? Contact Lisa at .