Client Service Associate – Financial Services – Delaware

Client Service Associate – Private Wealth Financial Services – Delaware

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.

  •  You’ll have an opportunity to be client facing with UHNW Clients.
  • Perform in a highly visible position within a growing organization
  • You’ll work in a collaborative, team-focused and entrepreneurial environment.

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:

  • Benefits that are fully paid for employee and family
  • Excellent compensation and yearly bonus.
  • Extremely family friendly with a flexible policy.
  • Short commute from the Philadelphia and Wilmington areas.

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:

  • Bachelor’s Degree – ideally in Finance or Business.
  • 1-3 years’ experience working for either a RIA, Broker/Dealer, Bank or Trust Company.
  • Professional Interaction with HNW/UHNW Clients
  • Advanced Microsoft Office skills (Excel, Adobe Acrobat, and PowerPoint)

Please send resumes directly to Angela George, at

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