Associate Director, Private Clients jobs in United States
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CSC · 10 hours ago

Associate Director, Private Clients

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. They are seeking a Client Director to join their Private Clients team, responsible for managing a portfolio of private clients and ensuring high standards of service and compliance with regulations.

ConsultingLegal
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H1B Sponsor Likelynote

Responsibilities

Set strategic direction and contribute to a 2–3 year business plan, including growth and talent development
Build a supportive and inclusive team culture, remaining accessible to colleagues
Lead performance management, mentoring, and annual appraisals
Ensure timely and accurate client transactions in line with internal procedures
Develop and maintain a client communication plan for regular engagement
Act as the main contact for clients and their advisors on complex matters
Ensure service delivery meets or exceeds agreed standards
Work with Managers and Assistant Managers on fee invoicing and debt management
Review client documentation and transactions from fiduciary, legal, commercial, and tax perspectives
Stay informed on industry developments and assess their impact
Lead Guernsey and Group-wide initiatives within the CLS team
Drive change and process improvements
Provide regular reporting aligned with strategic goals

Qualification

Fiduciary servicesClient relationship managementLeadershipProfessional qualificationTrust administration systemsTeam developmentInterpersonal skillsCommunication skills

Required

Senior-level experience in fiduciary or private client services
Strong leadership and team development capabilities
Excellent interpersonal and communication skills
Ability to inspire and support others
Deep understanding of fiduciary services and relevant markets
Professional qualification (e.g. STEP, ACCA, ICSA)
Familiarity with trust administration systems (e.g. Viewpoint, NavOne)
Proficient in Microsoft 365 tools

Benefits

Annual success-sharing bonuses or commission plans based on individual performance
A competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more
Hybrid or remote work schedules in alignment with local regulations

Company

CSC is the world’s leading provider of global business administration and compliance solutions, specialized administration services to alternative asset managers across fund strategies, capital markets transactions in public and private markets, domain name system management and digital brand and fraud protection, and corporate tax software solutions.

H1B Sponsorship

CSC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (6)
2023 (3)
2022 (6)
2021 (6)
2020 (5)

Funding

Current Stage
Late Stage

Leadership Team

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Chris Salafatinos
CFO
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E.J. Dealy
Chief Financial Officer and Executive Vice President of Corporate Development
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Company data provided by crunchbase