Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

UHNW Client Services Specialist

SolomonEdwards

SolomonEdwards seeks a Client Service Associate for a UHNW client in Wilmington, Delaware. On a centralized team, you will provide a range of services to support client relationships and ensure accuracy in documentation and processing. The role emphasizes collaboration, attention to detail, and growth within financial services. You will work with client service teams, custodians, and operations to process requests, open/close accounts, and review billing. #J-18808-Ljbffr SolomonEdwards

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the UHNW Client Services Specialist in Wilmington, DE vacancy
  • AlTi Tiedemann Global in Wilmington, DE seeks a Trust Administrator to support Trust Officers in UHNW trust administration and coordinate with Tax, Operations and Client Service for a cohesive client experience. You will open new trust accounts, manage fundings and daily... 
    Suggested

    AlTi Tiedemann Global

    Wilmington, DE
    5 days ago
  • $80k - $90k

     ..., we'd love to hear from you! The Enterprise Solutions Specialist is responsible for driving takeaway sales of Institutional solutions...  ...generate leads. Partner with marketing, product and client services to develop successful strategies designed to gain market... 
    Suggested
    Full time
    Part time
    Work at office
    Local area
    Remote work
    3 days per week

    Macmillan Learning

    Wilmington, DE
    1 day ago
  •  ...experienced wealth management professional to partner with Wealth Advisors in developing and executing strategic wealth plans for UHNW clients with over $50 million in investible assets. The role emphasizes high satisfaction, retention, and coordination with internal and... 
    Suggested

    M&T Bank

    Wilmington, DE
    5 days ago
  • M&T Bank is seeking a Wealth Management client service professional in Wilmington, DE to support high and ultra-high net worth client relationships. You will handle daily transactions, onboarding, and relationship maintenance while coordinating with Wealth Management teams... 
    Suggested

    Wilmington Trust

    Wilmington, DE
    2 days ago
  • Corporation Service Company is seeking an Associate Client Order Coordinator in Wilmington, DE for an on-site, Monday-Friday schedule from 11am to 8pm. The role supports the Corporate and Legal Services team, working with Client Service Representatives and vendors nationwide... 
    Suggested
    Monday to Friday

    Corporation Service Company

    Wilmington, DE
    1 day ago
  • $59k - $90k

     ...work and excellence. Job Description Position Summary: The Client Arrangements Specialist supports the Client Arrangements department through data...  ...written and verbal communication skills Strong client service, analytical and problem-solving skills Excellent organizational... 
    Full time
    Work at office

    McDermott Will & Schulte

    Wilmington, DE
    4 days ago
  • $24.87 - $41.45 per hour

     ...with Global Capital Markets trust administration for high net-worth clients. The role requires overseeing client relationships and managing daily operations while ensuring exceptional customer service and compliance with regulations. The ideal candidate will have a background... 
    Hourly pay

    Wilmington Trust

    Wilmington, DE
    4 days ago
  •  ...Administrator to support Global Capital Markets trust and private client administration. You will work with Relationship Managers,...  ...manage accounts under supervision. The role emphasizes client service, accuracy, and adherence to risk controls while coordinating with... 

    M&T Bank

    Wilmington, DE
    2 days ago
  • $24.87 - $41.45 per hour

    Wilmington Trust is looking for a candidate to manage client relationships in Wilmington, Delaware. Tasks include overseeing daily client...  ...one year of client experience. The role emphasizes customer service and effective communication. Compensation ranges from $24.87 to... 
    Hourly pay

    Wilmington Trust

    Wilmington, DE
    4 days ago
  • $24.87 - $41.45 per hour

    M&T Bank is looking for a skilled individual to assist in Global Capital Markets trust administration and client servicing. The role involves daily client contact, transaction processing, and ensuring high-quality administrative management. Candidates should have a Bachelor... 
    Hourly pay

    M&T Bank

    Wilmington, DE
    4 days ago
  • M&T Bank in Wilmington, DE is seeking a trusted administrator for Global Capital Markets trust and client servicing of high-net-worth private and institutional clients. You will support Relationship Managers, prepare meeting documents, process cash disbursements, trades... 

    M&T Bank

    Wilmington, DE
    2 days ago
  • M&T Bank Corporation in Wilmington, DE is seeking a Client Services professional to assist with trust and private/institutional client administration. You will support relationship managers, handle daily client requests, and coordinate with internal and external partners... 

    M&T Bank Corporation

    Wilmington, DE
    2 days ago
  • Global Elite Empire Consultants is seeking self-motivated professionals to join our client service leadership team. Enjoy the flexibility of working from home with a schedule that fits your life while delivering exceptional service and guiding teams to success. You'll... 
    Remote job
    Work from home
    Flexible hours

    Global Elite Empire Consultants

    Wilmington, DE
    5 days ago
  •  ...difference in CSC’s professional business-to-business environment as a Client Order Coordinator. And there’s the added bonus of not having to...  ...our Corporate Filing team. You’ll work directly with Client Service Representatives and vendors across the country. Particular... 
    Full time
    Work at office
    Local area
    Remote work
    Worldwide
    Night shift
    Weekend work

    Corporation Service Company

    Wilmington, DE
    3 days ago
  •  ...Associate Client Order Coordinator (Document Processor) Monday – Friday 11am-8pm Wilmington, DE If you’ve worked in the retail, hospitality...  ...Client Order Coordinators for our Corporate and Legal Services department. You’ll work directly with Client Service Representatives... 
    Work at office
    Local area
    Remote work
    Worldwide
    Monday to Friday
    Night shift
    Weekend work

    CSC

    Wilmington, DE
    2 days ago
  •  ...Administrator to support Advisor Solutions, ensuring fiduciary compliance, client satisfaction, and growth by effective trust accounting and...  ...with advisors, and maintaining documentation to uphold high service standards while complying with risk controls and tax reporting... 

    Fifth Third Bank

    Wilmington, DE
    2 days ago
  • $22.27 - $33.43 per hour

     ...Client Servicing Specialist-Funds Xfr The Client Service Specialist is responsible for responding to and handling a broad range of inquiries regarding complex wire transfer procedures and processes as well as providing status updates to all CNB internal and external... 
    Hourly pay
    Immediate start

    City National Bank

    Newark, DE
    2 days ago
  •  ...position in securing families' financial well-being. Typical day-to-day tasks include: Conducting virtual consultations with clients. Assessing clients' needs and imparting knowledge on solutions. Cultivating lasting client relationships through consistent,... 
    Weekly pay
    Work from home
    Flexible hours

    AOGarcia

    Wilmington, DE
    2 days ago
  •  ...Law Firms, or Small Businesses to provide legal and compliance services. If you are looking to gain professional experience, learn a new...  ...degree from an accredited college/university or equivalent B2B client service experience Strongly preferred minimum of two year of... 
    Work at office

    Wolters Kluwer

    Wilmington, DE
    5 days ago
  •  ...Client Service Representative Wilmington, DE (Onsite) Monday - Friday, 9:00am-6:00pm Are you passionate about delivering exceptional service? Us too. We're hiring a Client Service Representative for our Annual Reports & Business License team. You'll work directly... 
    Full time
    Local area
    Remote work
    Worldwide
    Monday to Friday

    CSC

    Wilmington, DE
    3 days ago
  •  ...Job Opportunity This is a remote position. Customer Service Inbound, Billing & Customer Support Calls Telemarketing Experience Preferred...  ...companies, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Parkes & Co. provides the clients,... 
    Remote work
    Work from home
    Long distance

    Stride 2 Hire Staffing Agency

    Wilmington, DE
    5 days ago
  •  ...Corporation in Wilmington, Delaware is seeking a professional for Global Capital Markets trust administration, focusing on high net-worth clients. Responsibilities include maintaining client relationships, processing transactions, and ensuring compliance with company standards... 
    Hourly pay

    M&T Bank Corporation

    Wilmington, DE
    4 days ago
  • $153.7k - $256.1k

     ...with Wealth Advisors and other internal client team members to serve the unique needs of...  ...Wilmington Trust’s ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors...  ...assets. Maintain Wilmington Trust’s service level standards across all client-to-client... 
    Work experience placement
    Work at office

    Wilmington Trust

    Wilmington, DE
    4 days ago
  • $36.8k - $61.7k

     ...Collaborate with internal teams on customer feedback to improve products/services. Document detailed customer interactions and updates in CRM....  ...based on customer feedback. Maintain and enhance strong client relationships. Skills: Enhanced Communication: Improved... 
    Work at office

    RXinsider LTD.

    Wilmington, DE
    5 days ago
  • Phillips & Cohen Associates is seeking a Client Relations Liaison in Wilmington, DE to cultivate and strengthen relationships with business...  ...to grow the business while delivering exceptional service. This role requires attention to detail and excellent communication... 

    Phillips-&-Cohen-Associate

    Wilmington, DE
    2 days ago
  • The company NexusOP ( ) is a provider of support services for large clients based in the United States and overseas. All the calls we handle are with people with whom our clients already have an existing business relationship. NexusOP does not "cold call." Job Description... 
    Remote job
    Extra income
    For contractors
    Home office
    Overseas
    Flexible hours

    NexusOP

    Wilmington, DE
    2 days ago
  • $40k

    A professional services firm is looking for Client Order Coordinators to work in a remote position. The role involves reviewing and processing legal documents, completing data entry, and providing excellent customer service. Ideal candidates should possess strong organizational... 
    Remote job

    Corporation Service Company

    Wilmington, DE
    5 days ago
  •  ...inquiries, and driving renewals and upsell opportunities. Applicants should bring strong communication, problem-solving, and CRM skills, with at least two years in B2B client service. Onsite interviews at a Wolters Kluwer office may be required. #J-18808-Ljbffr RXinsider LTD.
    Work at office

    RXinsider LTD.

    Wilmington, DE
    5 days ago
  •  ...lawyers across the United States. Akerman is seeking a Client Development Specialist in the Litigation Practice Group. The Client Development...  ...years of experience, preferably with an AmLaw 100, financial services, or professional services firm, in a business development... 

    Akerman LLP

    Wilmington, DE
    4 days ago
  •  ...Corporation in Wilmington, DE seeks a seasoned professional to oversee client relationships in Global Capital Markets trust administration,...  ...include implementing client strategies, coordinating with service partners, ensuring compliance with risk controls, maintaining... 

    M&T Bank Corporation

    Wilmington, DE
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UHNW Client Services Specialist. Be the first to apply!