Client Service Associate

Our client, a leading wealth management firm and Multi-Family Office, is looking for a Client Service Associate to join our centralized team in our Delaware office. As a Client Service Associate, this person will work to provide a range of services to the firm’s Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities as we continue to expand.

• Partner with assigned Client Service Teams to service the Firm’s UHNW clients
• Accountability for client relationships as assigned to include responsibility for data accuracy and documentation adequacy through continuous monitoring and updating of the Firm’s internal database and relevant applications
• Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctly
• Prepare new account paperwork, contracts, and subscription agreements
• Manage the opening and closing of accounts – to include SMA’s and brokerage
• Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, and journals
• Analyze and review billing for accuracy

• Bachelor’s degree – Finance or Business preferred
• Minimum of 5-7 years’ experience within financial services, preferably Wealth Management
• Motivated with a desire to learn and grow professionally
• High attention to detail with the ability to work within a collaborative, fast paced team environment
• Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint