Client Services Associate

Client Service Associate
In order to make an application, simply read through the following job description and make sure to attach relevant documents.
Career path: CSA I --> CSA II --> CSA III --> Lead CSAAbout UsWe are a growing, relationship-driven wealth management firm helping successful individuals, families, professionals, and business owners make confident financial decisions through integrated planning, investment, estate, and tax guidance.The Opportunity: Long-Term CSA Career TrackThis role is ideal for someone who takes pride in being the person clients and team members can count on. We're seeking a dependable, detail-oriented Career Client Service Associate who wants to build a long-term career in client service and operations without necessarily becoming a Financial Advisor.The path is CSA I --> CSA II --> CSA III --> Lead CSA, offering meaningful growth, increasing responsibility, and a valued long-term role within the client service team.What You'll DoBe a trusted, reliable point of contact for client service requestsSupport account openings, transfers, money movement, maintenance, and client paperworkKeep CRM records, client files, service notes, and task tracking accurate and currentCoordinate with advisors, planners, tax team members, custodians, and operations staffHelp improve recurring workflows and support newer CSA team members as experience growsWhat We're Looking ForFour-year degree preferredExperience in client service, operations, administration, financial services, banking, insurance, or a related professional environmentSecurities licenses are helpful but not required at entryStrong organization, accuracy, communication, discretion, and service mindsetSatisfaction in creating orders, solving service issues, and supporting clients and team membersCareer CSA ProgressionCSA I: Learn firm systems, service standards, account paperwork, and core workflows.CSA II: Handle more complex requests, own recurring workflows, and support multiple advisors or teams.CSA III: Resolve advanced service issues, improve processes, and become a subject matter expert.Lead CSA: Coordinate CSA workflow, mentor the team, monitor capacity, and help maintain scalable service standards.Why This Role MattersCareer CSAs are essential to the client's experience. They provide continuity, protect service quality as the firm grows, and help advisors and planners focus on deeper planning, advice, and client relationships.Why Join UsBeing part of a stable, relationship-focused firm cultureMake a meaningful client impact through consistency, accuracy, and follow-throughGrow within a defined CSA career track that values service excellence and leadershipCompensationCompetitive compensation aligned with experience, responsibility, and long-term contribution within client service. xzbcwsv Who You AreYou are steady, organized, accurate, service-minded, and energized by helping clients and teammates feel well-supported.If you want a stable, meaningful client service career where your reliability and professionalism make a real difference, we would enjoy speaking with you.