Client Services Associate, Binyamina (on Train line)

Company Description

Wise Money Israel is an investment firm serving clients from over 30 countries, managing approximately NIS 400 million in Israeli stocks and bonds. We are a fast-growing international firm, licensed with securities regulators in Israel and the U.S., and we are expanding our team significantly in 2026. Our vision is to strengthen the Israeli economy by connecting global investors with Israel while responsibly growing client capital.

Wise Money Israel combines global perspective with local expertise to provide clients access to the Israeli capital markets through disciplined, research-driven investment management.

We are building a team of professionals who value integrity, accountability, independent thinking, and intellectual curiosity. Team members take ownership of their work, while contributing directly to the firm’s growth, and develop professionally within a focused, high-quality environment.

Role Description

As our Client Services Associate you will manage ongoing communication and service for our global client base. This role serves as the primary point of contact for clients, handling inquiries, account administration, and service requests while ensuring a high standard of professionalism and responsiveness.

The position includes coordinating with internal teams, maintaining accurate client records, supporting onboarding processes, and ensuring compliance with regulatory requirements. Success is defined by delivering efficient, accurate, and client-focused service.

Opportunity for career growth within a global investment firm.

Qualifications

• Strong Client Services and Customer Service skills with a client-oriented approach
• Customer Support and effective Communication skills to manage inquiries and provide exceptional service
• Basic understanding or interest in Finance to engage with client financial needs and portfolio information, an advantage
• Language skills: Native-level English; Proficient Hebrew
• Attention to detail, ability to manage multiple tasks, and strong organizational skills
• Experience with CRM software and other customer service tools is a plus

How to Apply (only via email)

Qualified candidates are invited to submit an English résumé and a cover note to the HR Manager at [email protected]. Short-listed candidates may be asked to provide professional references at a later stage of the process. All applications will be handled with strict confidentiality.

Additional details for this job posting: https://www.wisemoneyisrael.com/careers/.