Client Service Associate

International Search Consultants

Wilmington, DE

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.

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Client Service Associate in Wilmington, DE vacancy

Client Service Associate
. Partner with Client Service Teams to deliver exceptional service to UHNW clients . Maintain accuracy of client data and documentation... ...Collaborate with custodians and internal Operations to en Client Service, Associate, Service, Operations, Client Support, Retail, Staffing...
Suggested
Randstad North America, Inc.
Wilmington, DE
1 day ago
Registered Client Service Associate
...Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...
Suggested
Full time
Part time
Home office
Threadneedle group
Wilmington, DE
3 days ago
Client Service Associate
...Client Service Associate A leading global wealth management firm is seeking a client service associate to join its centralized team in Wilmington, Delaware. This role supports ultra high net worth clients on the west coast and offers a long-term career path with opportunities...
Suggested
Randstad
Wilmington, DE
1 day ago
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...
Suggested
Work at office
Randstad
Wilmington, DE
1 day ago
Client service associate
$70k - $90k
A leading global wealth management firm is seeking a Client Service Associate to join its centralized team in Wilmington, Delaware. This role supports Ultra High Net Worth (UHNW) clients on the West Coast and offers a long-term career path with opportunities for continued...
Suggested
Permanent employment
Temporary work
Work experience placement
Shift work
Randstad
Bellefonte, DE
3 days ago
Client Services Associate
...operational excellence Mission-driven healthcare organization improving patient outcomes through DME solutions Role Summary The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and...
Full time
Work at office
Monday to Friday
LYMPHA PRESS, U.S.A.
Chadds Ford, PA
21 hours ago
Remote Client Services Associate - Growth & Mentorship
...helping you succeed, empowering you to grow and excel in your role. Qualifications Dedication to delivering exceptional customer service experiences. Strong communication and interpersonal skills. Ability to lead and inspire teams to achieve outstanding results....
Remote work
Work from home
Globalelitecareers
New Castle, DE
21 hours ago
Private Bank - Global Families Group - Client Service Associate
...Client Service Associate If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you...
Work at office
Chase
Newark, DE
1 day ago
Work From Home - Client Services Associate
...Flexible Career Opportunity In Client Service Leadership Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance...
Work from home
Flexible hours
Global Elite
Newark, DE
4 days ago
Client Services Associate
Lympha Press, a leader in home compression therapy, is offering an exciting opportunity to become part of our dynamic team as Client Services Associate. As a Client Services Associate, you will be responsible for coordinating all aspects of patience case development and...
Work at office
Page Mechanical Group, Inc.
Chadds Ford, PA
3 days ago
U.S. Private Bank - Client Service Associate
...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at J.P. Morgan, you will be responsible for fostering...
Work at office
Chase
Newark, DE
1 day ago
U.S. Private Bank - Client Service Associate
...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at J.P. Morgan, you will be responsible for fostering...
Work at office
JPMorgan Chase
Newark, DE
21 hours ago
VIP Guest Experience Host - Summer NYC Event
...talent pool of Hosts for a major sporting event in New York this summer. Hosts play a crucial role in delivering exceptional customer service and ensuring a smooth experience for guests, including VIPs. This position is temporary, with contracts running from July 10th to...
Temporary work
Summer work
The iLUKA Collective
Wilmington, DE
3 days ago
Seasonal Merchandising Service Associate - Weekends Preferred
...Key Responsibilities Customer Service Provides SMART customer service at all times through the daily execution of Lowe’s customer service policies, procedures and programs Builds relationships with vendors by providing direction and checking to ensure merchandise resets...
Seasonal work
Local area
Weekend work
Lowe's
Wilmington, DE
3 days ago
Customer Success Associate
...Customer Success Associate We are currently seeking dynamic Customer Success Associates... ...Businesses to provide legal and compliance services. If you are looking to gain professional... ...college/university or equivalent B2B client service experience Strongly preferred...
Work at office
Wolters Kluwer
Wilmington, DE
4 days ago
Customer Service Rep - Remote
$20 per hour
...Customer Service Rep - Remote Pay Rate: $20.00/hr. Job Start Date - 8/17/26 Job End Date - 2/12/27 Job Description -... ...prompt, convenient, and professional customer service to assigned clients. Assist team with back-end tasks, such as but not limited to,...
Contract work
Work at office
Local area
Remote work
Flexible hours
Ultimate Staffing
Wilmington, DE
7 days ago
Bank Client Service Rep
...M&T Bank in Wilmington, DE seeks a Wealth Management Client Service role to support high net worth clients with daily transactions and onboarding. The position emphasizes relationship building, cross-team collaboration, and ongoing service quality within private banking...
M&T Bank
Wilmington, DE
1 day ago
Customer Service Specialist
...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
2 days ago
REMOTE! CLIENT SERVICE REP
...Client Service Representative Wilmington, Delaware Working Hours: Monday to Friday, 8am-5pm EST Hybrid Work Model Are you passionate about delivering excellent customer service? We are too! We are currently hiring a Client Service Representative to support...
Full time
Currently hiring
Work at office
Local area
Remote work
Worldwide
Monday to Friday
CSC
Wilmington, DE
1 day ago
Customer Service Representative III
$21.54 per hour
...great opportunity for you! The Customer Service Representative will be on a dynamic team... ...including but not limited to, the role and associated responsibilities, a candidate's work... ...Services, and Transportation. We help our clients deliver vital services more efficiently...
Hourly pay
Full time
Contract work
Part time
Work experience placement
Local area
Immediate start
Flexible hours
Serco
Wilmington, DE
4 days ago
REMOTE! CLIENT SERVICE REP
...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 with...
Full time
Local area
Remote work
Worldwide
Monday to Friday
CSC
Wilmington, DE
4 days ago
Field Reimbursement Manager
...ensuring understanding of coverage, access process and reimbursement services. In this role, the VRM will demonstrate unwavering support and... ...activities that support appropriate patient access to our client’s products in the provider offices Serve as payer expert for defined...
Work at office
Flexible hours
Syneos Health Commercial Solutions
Wilmington, DE
2 days ago
Legal Director
...Corporation Service Company in Wilmington, DE, seeks an enthusiastic attorney to join the Independent Director team. You will manage new and existing client relationships and serve as an Independent Director, combining legal expertise with client service. This role requires...
Corporation Service Company
Wilmington, DE
2 days ago
Industrial Client Service Leader - Industrial Water/Wastewater
$120.97k
...Job Title Industrial Client Service Leader - Industrial Water/Wastewater Location United States - Nationwide Travel 15% travel Visa Sponsorship No. Job Description CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background...
Temporary work
Visa sponsorship
CDM Smith
Wilmington, DE
3 days ago
Industrial Client Service Leader - Industrial Water/Wastewater
$120.97k
...our CDM Smith offices *** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater... ...factors including, but not limited to, the role, function and associated responsibilities, relevant work experience, skills, required...
Temporary work
Work experience placement
H1b
CDM Smith
Wilmington, DE
4 days ago
Collections Supervisor
...provides support to the collections activities associated with outstanding and delinquent accounts... ...of legal billing practices, client engagement protocols, and the professional... ...firm (preferred) or other professional services organization. Minimum of 5 years of management...
Full time
Contract work
Work experience placement
Work at office
Fox Rothschild
Wilmington, DE
3 days ago
Automotive Service Advisor
$60k - $100k
...Job Description Job Description At Paul Campanella's Auto Centers, we are seeking a dedicated Automotive Service Advisor to join our team. This role offers a fulfilling opportunity for someone passionate about the automotive industry and eager to provide exceptional...
Full time
Monday to Friday
Shift work
Paul Campanella's Auto Centers
Wilmington, DE
28 days ago
Experienced Automotive Service Advisor
...Job Description Job Description Description: As a Service Advisor with the Preston Automotive Group, you’ll be working in our... ...vehicle safe. Communicate frequently with technicians and parts associates. Become an expert on product knowledge to assist with...
Preston Automotive Group
Wilmington, DE
19 days ago
Wilmington Trust Institutional Services Relationship Manager- Wilmington, Delaware
$68.4k - $114k
Overview Provides operational, risk, and client service support for institutional client relationships within a team‑based coverage model. Works primarily in a backup and execution capacity in close partnership with senior Relationship Managers to ensure continuity of...
Local area
M&T Bank Corporation
Wilmington, DE
2 days ago
Account Manager
$44k - $80k
...delivering cutting-edge solutions to our clients. As a key player in the insurance market... ...knowledge, performance, and client services. Recommends process improvements as needed... ...the applicable geographic differential associated with the location at which the position...
Full time
Work at office
Local area
Relation Insurance Services
Newark, DE
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!