What are the responsibilities and job description for the Client Services Analyst position at International Search Consultants?
About the Firm
Our client is a publicly traded, global wealth and investment advisory organization that serves ultra-high-net-worth families, entrepreneurs, fiduciaries, and institutions. With a significant global footprint across the Americas, Europe, and Asia, the firm provides sophisticated investment, advisory, and family office–style solutions to help clients manage complexity, preserve capital, and plan across generations.
The firm takes a long-term, partnership-driven approach to wealth—supporting clients through periods of growth, transition, and legacy planning. By combining institutional-scale resources with highly personalized service, the organization delivers integrated advice designed to meet the full scope of modern wealth needs. Collaboration, accountability, and entrepreneurial thinking are core to the firm’s culture and how teams work together to achieve durable client outcomes.
As the organization continues to grow across major financial hubs, it is seeking individuals who value teamwork, intellectual curiosity, and meaningful client relationships.
Position Overview
The firm is seeking a Client Service Analyst to join its Wilmington-based team, supporting Ultra High Net Worth clients across the East Coast region. This role plays a critical part in delivering high-touch client service while partnering closely with Advisors, Operations, and custodial partners. The position offers strong exposure to UHNW client relationships and clear long-term growth potential within a global organization.
Key Responsibilities
- Work alongside a dedicated Client Service team to support UHNW client relationships
- Assist Advisors with both new and existing client accounts, ensuring a high standard of service
- Prepare and process account documentation, including onboarding materials and investment-related agreements
- Coordinate the opening and closing of brokerage and separately managed accounts
- Oversee cash and securities activity such as wires, transfers, journals, gifting, and distributions
- Liaise with custodians and internal operations teams to ensure accurate and timely execution of requests
- Review and validate client billing and fee calculations
Qualifications
- Bachelor’s degree required; Finance or Business preferred
- 0–3 years of experience in financial services or a related environment
- Strong desire to learn, grow, and build a career within wealth management
- Exceptional attention to detail and ability to operate in a fast-paced, team-oriented setting
- Advanced proficiency in Microsoft Office, particularly Excel, PowerPoint, and Adobe Acrobat
- Willingness to travel occasionally to other domestic office locations