Client Service Associate

Job Description

Job Description

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.