Client Service Associate
Listed on 2026-07-01
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Finance & Banking
Wealth Management
Client Service Associate – Global Investment Firm (Delaware)
Location:
Wilmington, DE (Hybrid)
Job Type: Full-Time | Experienced
Industry: Investment Management / Wealth Management
About the Firm
ISC's team of Financial Services Recruiters is partnering with a growing global investment firm that provides customized investment management and advisory services to Ultra-High Net Worth (UHNW) individuals, families, trusts, foundations, and endowments.
The firm is expanding and looking for a Client Service Associate to join their Delaware office. This role offers direct exposure to UHNW clients with $200M+ in investable assets and long-term career growth in wealth management.
What You'll Do
As a Client Service Associate, you'll support Advisors and Operations teams to deliver high-touch service to UHNW clients. You'll handle a variety of client service, operational, and project-based responsibilities, including:
- Partnering with Wealth Advisors to support UHNW clients.
- Coordinating with custodians and internal Operations teams to ensure accurate and timely processing.
- Assisting with portfolio rebalancing, money movements, and document preparation.
- Preparing new account paperwork, contracts, and subscription agreements.
- Managing account openings/closings (SMA and brokerage).
- Handling KYC profiles, searches, and compliance documentation.
- Processing cash and security movements (deposits, withdrawals, wires, gifting, journals).
- Assisting with presentations, proposals, and reporting in Excel and PowerPoint.
- Reviewing billing for accuracy.
- Maintaining and updating client databases and portfolio/account management systems (Salesforce, Addepar, Black Diamond).
What We're Looking For
- Bachelor's degree required (Finance or Business preferred).
- 5+ years of UHNW client servicing experience.
- Advanced Microsoft Office skills (Excel, PowerPoint, Adobe Acrobat).
- Strong attention to detail, highly organized, and self-motivated.
- Interest in technology, investment management, and client solutions in a fast-paced environment.
What's in It for You
- Collaborative, passionate, and growth-oriented culture.
- Excellent long-term career development opportunities.
- Competitive base salary + annual bonus.
- Outstanding benefits package with very low cost for employees and families.
- Fun, dynamic, and supportive team environment.
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