Client Service Associate - Join a Global Investment Firm in Delaware
Employer
International Search Consultants
Salary
$70k-$90k (estimated pay)
Location
Wilmington, DE
Employment Type
Full-time
Сategory
Financial Advisors
Description
Exciting opportunity for a Client Service Associate to join a prominent global investment firm in Delaware, offering growth and development in financial services.
Qualifications
- Bachelor's Degree in Finance or Business
- 3 years of UHNW client servicing
- Advanced Microsoft Office skills
Responsibilities
- Support firm's Advisors and Clients
- Manage needs of Advisors client base
- Assist with Portfolio rebalancing
Keywords
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