Job Description
Position Summary
The Client Service Associate (CSA) serves as a key liaison between financial advisors and clients, delivering high-touch service and operational support within a fast-paced wealth management environment. This individual is fully licensed and brings 5+ years of experience supporting high-net-worth clients, managing account administration, and ensuring regulatory compliance. The CSA plays a critical role in client retention, relationship management, and the seamless execution of investment and financial planning services.
Key Responsibilities
Client Relationship & Service
- Serve as the primary point of contact for client service requests, inquiries, and account needs
- Deliver a superior client experience through proactive communication and responsiveness
- Build strong relationships with high-net-worth and ultra-high-net-worth clients
- Support client onboarding, including account opening, transfers, and documentat...