What are the responsibilities and job description for the Client Relationship Associate position at International Search Consultants?
ISC's team of Financial Services Recruiters has partnered with a well-established and growing Multi-Family Office that is looking for a Client Relationship Associate to enhance their team. Renowned for delivering comprehensive wealth management and family office services to ultra-high-net-worth families, this firm fosters a collaborative and family-oriented culture that prioritizes professional growth and employee well-being.
This exciting newly created role offers the chance to work closely with senior leaders, delve into unique investments, and significantly contribute to managing all aspects of client relationships.
If you have 2-3 years of experience in financial services, an unwavering passion for client service, and a strong desire to make an impactful difference at an independent, growth-focused firm, this position could be your perfect next career move.
Client Relationship Associate Responsibilities :
- Collaborate with Wealth Advisors to deliver exceptional service to ultra-high-net-worth clients.
- Manage custodians and internal operational tasks ensuring efficient processing of requests.
- Assist in portfolio rebalancing activities, including document preparation and fund transfers.
- Prepare necessary documentation for new accounts, contracts, and subscription agreements.
- Oversee the opening and closing of accounts, such as SMAs and brokerage accounts.
- Maintain Know Your Client (KYC) profiles and conduct requisite searches.
- Administer cash and security transactions, including deposits, withdrawals, gifts, wires, and journals.
- Support the development of presentations and proposals using PowerPoint and Excel.
- Create performance reports tailored for clients.
- Regularly update and maintain client databases and portfolio / account management tools.
Key Qualifications :
Client Relationship Associate Requirements - To qualify, you must fulfill the following :
Client Relationship Associate Rewards - If you meet the criteria for this opportunity, the Firm offers :
