Client Services Representative, 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

We are seeking a full-time Client Services & Trading Representative 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

Qualifications

-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

How to Apply (only via email)

Qualified candidates are invited to submit an English résumé 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/.