Our Client is a prominent Wealth Manager (RIA) with offices throughout the U.S. Their clients include high net worth individuals, families, institutions, trusts and foundations. They oversee over 12B in AUM. The firm is looking for an Operations Associate to join their centralized Ops team in the Delaware office (Outside…...
Client Service Associate / CSA / Wealth Management Associate
Wilmington, DE (Located outside of the City). Our Client is a prominent Wealth Manager and RIA with offices throughout the U.S. The firm provides a full range of corporate trustee and executor services that allow their clients the ability to establish trusts with Delaware situs, as well as Investment Management…...
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…...
Client Service Associate – 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…...
Client Service Associate – Financial Services – Wilmington, Delaware
The Finance Recruiters at ISC are seeking a Client Service Associate for a prominent and growing Registered Investment Advisor. The Client Service Associate will have previous experience supporting UHNW clients and will have the ability to be in a high touch client driven support role partnering with clients and the…...
SVP, Wealth Advisor Opportunity – Wilmington, DE
The Financial Services recruiting team is partnering with a well-established, growing and prominent Multi Family office in Wilmington, DE. This opportunity is a highly visible Relationship Manager and Wealth Advisor to portfolio of UHNW Clients, +5B in AUM. This individual will be the point of contact for all investment, fiduciary,…...
