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.