Client Service Associate – Private Wealth Financial Services – Delaware – CSA – Client Associate – UHNW Associate – Wealth Management Associate

 

Our Client is a prominent Wealth Manager and RIA with offices throughout the U.S. Through their Delaware Trust Company, the firm provides a full range of corporate trustee and executor services that allow their clients the ability to establish trusts with Delaware situs. The firm’s clients include high net worth individuals, families, institutions, trusts and foundations, they oversee over 18B in AUM.

The CSA will partner with Wealth Advisors on assisting Ultra High Net Worth Clients on all transactional and operational matters, as well as 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.

In addition to the client servicing responsibilities, this individual will take an active role in projects within the firm and has an opportunity to become more operationally focused. The firm has recently acquired two other RIA’s, and there’s a tremendous opportunity to be actively involved in migrating clients onto one platform, as well as be visible within the firm with long term career opportunities towards a more client facing role, or within project management and operations.

The CSA role 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

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.

  • Project management and support, including taking an active role in projects surrounding recent acquisitions the firm’s made.
  • Partner with Wealth Advisors to service the firm’s UHNW Clients.
  • Interact with the Firm’s centralized Operations teams.
  • Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctly. Assist with Portfolio rebalancing (document preparation, money movements).
  • Prepare new account paperwork, contracts, and subscription agreements.
  • Monitor Client inquires and research and reply.
  • Manage the opening and closing of accounts – this includes SMA’s and brokerage.
  • Handle KYC profile and searches.
  • Work with Clients on tax document collection and organization.
  • Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, journals.
  • Assist with presentations and proposals using PowerPoint and Excel.
  • Analyze and review billing for accuracy.
  • Prepare performance reports.
  • Continually monitor and update Client database and portfolio/account management applications, this includes Salesforce, Addepar, Black Diamond.

 

Client Service Associate / CSA / Wealth Management Associate

Requirements:

  • Bachelor’s Degree is required –Finance or Business preferred.
  • 2-5 years of experience within financial services, ideally coming out of a client servicing role with interaction with UHNW clients.
  • Motivated with a desire to learn and grow professionally.
  • Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.

 

How to Apply:

Please contact Anna Souers –, 800-450-3808

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?

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