Client Service Associate

Client Service Associate (CSA)

Step into a role where relationship-building meets precision and organization. As a Client Services Associate, you’ll be the trusted point of contact for high-net-worth clients, ensuring their needs are met seamlessly while supporting the team with operational excellence. This is a hands-on position perfect for someone who thrives in a client-focused environment and enjoys making complex processes feel effortless.

Best-in-Class Benefits and Culture:

Our client values their employees’ time and efforts. Their competitive compensation of $80,000 - $120,000 base 10% bonus, depending on experience, and an extensive benefits package, enhances their commitment to your success. Our client’s benefits package includes:

• Comprehensive health coverage: Medical, dental, and vision insurance provided
• Robust retirement planning: 401(k) plan available with employer matching
• Financial security: Life and disability insurance for added protection
• Flexible financial options: Health savings and flexible spending accounts offered
• Well-being and work-life balance: Paid time off

Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where everyone feels encouraged to contribute to their processes, decisions, planning, and culture.

Required Qualifications:

• 5-10 years in the RIA or client-facing financial services industry.
• Solid organizational, detail-oriented, and prioritization skills with the ability to manage multiple tasks in a fast-paced environment.
• Solid technical proficiency with Microsoft Office and other client service platforms, plus exceptional writing and interpersonal skills.
• Ability to collaborate as a team player.

Preferred Qualifications:

• Bachelor’s degree preferred.
• Active FINRA Series 65 License preferred, or ability to pass within 90 days of employment.

Your responsibilities as the Client Service Associate will include:

• Serve as the primary contact for client inquiries, requests, and account updates.
• Support new client onboarding, including documentation collection and account setup.
• Prepare and maintain client reports, meeting materials, and performance summaries.
• Assist Financial Advisors with administrative and operational tasks, including scheduling, travel, and document management.
• Collaborate with team members and participate in ongoing training to enhance client service and operational efficiency.

Join Our Team

Step into a high-impact role where every client interaction matters and your expertise drives success. Apply now to be part of a dynamic team shaping the future of wealth management.

The application window will close in 30 days.

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We will consider qualified applicants with criminal histories for employment.