What are the responsibilities and job description for the Associate Client Advisor position at International Search Consultants?
ISC's team of Recruiters has been retained to find our client an Associate Client Advisor.
Position Overview
A well-established multi-family office is seeking an Associate Client Advisor to support Senior Client Advisors in managing personal trust and investment accounts. This role requires direct interaction with clients, trust beneficiaries, co-fiduciaries, and internal teams to ensure high-quality service and operational efficiency.
Key Responsibilities
- Monitor transactions for accuracy and completion, and facilitate daily account transactions, including wire transfers, ACH disbursements, bill payments, and fund movements.
- Coordinate investment transactions and manage cash balances for purchases and sales.
- Oversee asset transfers for new, existing, and terminating accounts.
- Prepare correspondence, reports, presentations, and marketing materials.
- Calculate trust distributions and coordinate tax-related information with internal and external professionals.
- Assist with account reviews and maintain client records in database systems.
- Support contact management, internal reporting, and special projects as needed.
Qualifications & Skills
- Bachelor’s degree from an accredited university is required.
- Industry certification (CTFA or CFP) is a plus but not required.
- Understanding of trust accounting or estate planning concepts preferred.
- Proficiency in Microsoft Office, especially Word, Excel, and PowerPoint.
- High attention to detail and ability to manage competing priorities.
- Analytical ability for financial calculations and reporting.
- Self-motivated with a client-service mindset and strong integrity.
Compensation & Benefits
- Base salary: $65,000 - $90,000 annually (dependent on experience and skills).
- Comprehensive benefits package including medical, dental, vision, 401(k), life insurance, and paid time off.
- Potential for annual bonuses and incentive pay.
This position is ideal for candidates looking to grow within a collaborative, client-focused wealth management environment.
Salary : $65,000 - $90,000
