Client Service Associate — Wealth Management

Job overview

Compensation is $75,000–$95,000 per year. The Client Service Associate — Wealth Management role is hybrid in Wilmington, DE. ; the posting describes a competitive base salary plus annual bonus. The role supports advisors and operations teams at a growing global investment firm serving ultra-high-net-worth individuals, families, trusts, foundations, and endowments. The role exists to deliver high-touch client service while supporting investment-account operations. It coordinates account activity and documentation, assists with portfolio and cash movements, and maintains client and portfolio records.

What you'll do

• Support wealth advisors and UHNW clients
• coordinate with custodians and operations teams
• assist with portfolio rebalancing, money movements, and document preparation
• prepare account paperwork and agreements
• manage account openings and closings
• handle KYC and compliance documentation
• process cash and security movements
• prepare presentations, proposals, and reports
• review billing
• maintain client databases and portfolio systems.

What we're looking for

Skills & competencies

client service associate

wealth management

uhnw clients

investment operations

account opening

kyc documentation

portfolio support

wilmington de

hybrid

international search consultants

competitive base salary

annual bonus

Work arrangement

• Weekend coverage required

Benefits & perks

• Outstanding benefits package described as very low cost for employees and families
• long-term career development opportunities.

Why this role

The posting requires a bachelor’s degree and 5+ years of UHNW client-servicing experience; it names Salesforce, Addepar, and Black Diamond among relevant systems.

About the employer

International Search Consultants is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.