Job Description
Client Service Associate (CSA)
Financial Advisor Office / Wealth Management Practice
Position Title
Client Service Associate (CSA)
Position Summary
The Client Service Associate is responsible for delivering exceptional client support and administrative services within a financial advisory practice. This role serves as a key liaison between clients, financial advisors, custodians, and internal operations teams. The CSA helps ensure a seamless client experience by managing account administration, client communications, scheduling, and operational processes while maintaining compliance with industry regulations and firm policies.
Key Responsibilities
Client Relationship Management
+ Serve as the primary point of contact for client service requests and inquiries.
+ Build and maintain strong relationships with clients through professional and timely communication.
+ Assist clients with account mainten...
Financial Advisor Office / Wealth Management Practice
Position Title
Client Service Associate (CSA)
Position Summary
The Client Service Associate is responsible for delivering exceptional client support and administrative services within a financial advisory practice. This role serves as a key liaison between clients, financial advisors, custodians, and internal operations teams. The CSA helps ensure a seamless client experience by managing account administration, client communications, scheduling, and operational processes while maintaining compliance with industry regulations and firm policies.
Key Responsibilities
Client Relationship Management
+ Serve as the primary point of contact for client service requests and inquiries.
+ Build and maintain strong relationships with clients through professional and timely communication.
+ Assist clients with account mainten...