International Search Consultants
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
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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
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