Client Services Associate

Client Service Associate

Wilmington, DE

About the Company:

Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the Delaware office.

Role Overview:

As a Client Service Associate, you will play a pivotal role in collaborating with the Centralized Investment Operations team and Wealth Advisors. Your primary responsibility is to ensure that UHNW clients, with assets exceeding $200MM, receive impeccable service, and their financial transactions are processed accurately and promptly.

Requirements:

Bachelor’s Degree in Finance or Business.

Minimum of 3 years of experience in UHNW client servicing.

Experience with Salesforce a plus.

Self-motivated and detail-oriented professional with a commitment to continuous learning and growth.

Rewards:

Join a collaborative, passionate, and dedicated team within an excellent corporate culture.

Exceptional opportunities for long-term career growth in a rapidly expanding firm.

Competitive base salary with an annual bonus structure.

Low-cost benefits for employees and their families.

Responsibilities:

As a Client Service Associate, you will be responsible for a diverse range of tasks, including:

Partnering with Wealth Advisors to provide service to the firm's UHNW clients.

Collaborating with the firm's centralized Operations teams for seamless operations.

Managing requests, including portfolio rebalancing, document preparation, and money movements.

Handling account-related paperwork, contracts, and subscription agreements.

Overseeing the opening and closing of accounts, including SMA’s and brokerage.

Conducting KYC profile and searches with meticulous attention to detail.

Managing cash and security movements, including deposits, withdrawals, gifting, wires, and journals.

Assisting in the creation of presentations and proposals using PowerPoint and Excel.

Analyzing and reviewing billing for accuracy.

Continuously monitoring and updating the Client database and portfolio/account management applications, including Salesforce, Addepar, and Black Diamond.