We are seeking a full-time Client Services & Trading Associate to support our international client base from our offices in Binyamina, Israel (next to the train station).
This is a client-facing role focused on delivering a high standard of service, managing day-to-day client communication, and ensuring a smooth and professional client experience and performing trading and targeted support for portfolio-management operations. This includes implementing Investment Committee decisions via modeling portfolios and investment policies in the Dan-El portfolio-management system and executing related trading activity.
Responsibilities:
-Serve as a primary point of contact for client communication and service requests
-Support account onboarding, documentation requests, and operational workflows
-Coordinate with internal teams to resolve client requests efficiently
-Follow up proactively on outstanding items and pending processes
-Support client service improvements and operational efficiency initiatives
-Trading workflow (new client, deposit/withdrawal, portfolio modeling, rebalancing)
-Order generation and automated/block trading
Requirements: Bachelors degree or relevant professional experience in client services, administration, finance, or a related field
Mother-tongue-level English proficiency (written and spoken)
Proficient in Hebrew (spoken and written), sufficient for day-to-day communication with colleagues and Israeli service providers
Proven and strong service orientation with a genuine desire to help clients and resolve issues efficiently
Highly organized, detail-oriented, and able to manage multiple tasks simultaneously
Calm, patient, and professional under pressure
Strong interpersonal and communication skills
High ethical standards, responsible, courteous, and responsive
High level of computer literacy (email, Word, Excel, CRM systems, video conferencing tools, AI tools)
Experience and/or interest in financial services and investing is a strong advantage
This role is ideal for someone who enjoys helping clients, solving problems, and providing a consistently high level of professional service.
For more details: https://www.wisemoneyisrael.com/careers/
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This position is open to all candidates.