Client Services Associate

Looking for a Client Service Associate to join centralized team in Delaware office. Responsible for providing a range of services to the Firm’s West Coast Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities.RESPONSIBILITIES:Partner with assigned Client Service Teams to service the Firm’s UHNW clientsAccountability 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 applicationsPartner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctlyPrepare new account paperwork, contracts, and subscription agreementsManage the opening and closing of accounts – to include SMA’s and brokerageManage cash and security movements, this includes, deposits, withdraws, gifting, wires, and journalsAnalyze and review billing for accuracyREQUIREMENTS:Bachelor’s degree – Finance or Business preferredMinimum of 5-7 years’ experience within financial services, preferably Wealth ManagementMotivated with a desire to learn and grow professionallyHigh attention to detail with the ability to work within a collaborative, fast paced team environmentAdvanced MS Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint