What are the responsibilities and job description for the Client Services Associate position at International Search Consultants?
Client Service Associate
Portsmouth, NH
ISC’s team of Financial Services Recruiters has been retained by a growing investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service Associate to join their centralized team in their Portsmouth office.
The Client Service Associate will partner with internal stakeholders to ensure clients receive high touch service and their financial transactions / money movements are processed in a timely / accurate manner.
Key Qualifications :
Client Service Associate Requirements - To qualify, you must possess the following :
- Bachelor’s Degree is required – Finance or Business preferred.
- 2 - 5 years of UHNW client servicing.
- Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.
- Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally.
- Ideally, this person has a vested interest in technology, investment management and in providing client solutions within a fast-paced / deadline-oriented team.
Client Service Associate Rewards - If you qualify for this opportunity, the Firm offers the below :
Client Service Associate Responsibilities, continually expanding and changing :
As a Client Service Associate, you will also partner with the Operations team members to manage the needs of the Advisor’s client base and have an opportunity to be actively involved in projects as the firm continues to grow.
