The Finance Recruiters at ISC are seeking a Client Service Associate for a prominent Registered Investment Advisor and Trust Company. This individual will have 1-3 years of Client Servicing experience partnering with UHNW Clients, managing requests, handling back office operations and assisting with wealth planning strategies. The firm offers an attractive competitive package with a long-term advancement opportunity.
Client Service Associate– Delaware
As a CSA, you’ll have exposure to UHNW Clients and the ability to partner with Trust Officers and Investment professionals in creating wealth plans and providing Client support. The firm is a Multi-Family Office, and their clients have a minimum of 200MM in AUM. The opportunity to be on an exceptional team working under a manager looking to mentor and build out the team, providing continued growth and unlimited long-term opportunities.
The firm has been in business for over 35 years with offices in 5 major US cities. They are ranked high on the Barron’s Top 30 RIA Firms; stable, strong and highly reputable and operate with the best interest of the client. They offer:
Currently, if you are a financial services professional with an investment firm, Private Bank or RIA, we want to hear from you!
You’ll also need to have:
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