Client Services Associate

A leading independent wealth management firm is seeking an experienced Client Service Associate to join its centralized client service team based in Delaware . This role supports Ultra High Net Worth (UHNW) clients and partners closely with advisory, operations, and custodial teams to deliver an exceptional client experience. The position offers long-term career growth within a collaborative and fast-paced environment. Key Responsibilities Partner with assigned Client Service Teams to provide exceptional support to Ultra High Net Worth (UHNW) clients. Maintain and strengthen client relationships by ensuring the accuracy and completeness of client records, documentation, and internal databases. Coordinate with custodians and internal operations teams to ensure client requests are processed accurately and efficiently. Prepare new account documentation, contracts, and subscription agreements. Manage the opening and closing of investment accounts, including Separately Managed Accounts (SMAs) and brokerage accounts. Process cash and securities transactions, including deposits, withdrawals, gifting, wire transfers, and journal entries. Review and analyze client billing to ensure accuracy. Support advisors with administrative and operational activities while maintaining a high standard of client service. Ensure compliance with internal policies and regulatory requirements. Qualifications Bachelor's degree in Finance, Business, or a related field preferred. 5–7 years of experience in financial services, preferably within wealth management, private banking, family office, or investment advisory environments. Understanding of investment account administration and client servicing. Excellent organizational skills with exceptional attention to detail. Ability to prioritize multiple tasks and thrive in a collaborative, fast-paced environment. Written and verbal communication skills with a client-first mindset. Advanced proficiency in Microsoft Office, particularly Excel, along with Adobe Acrobat and PowerPoint. Preferred Experience Experience supporting Ultra High Net Worth (UHNW) clients. Familiarity with custodial platforms, brokerage account processing, and investment operations. Knowledge of account onboarding, cash management, and billing processes. #J-18808-Ljbffr Randstad USA