Wealth Client Service Associate

The Client Service Associate (CSA) is a key member of the client service team, responsible for delivering exceptional support to clients, advisors, and internal partners.

The CSA manages a diverse client base, oversees account administration, and ensures the highest standards of accuracy, professionalism, and responsiveness.

This role requires strong relationship-building skills, attention to detail, and the ability to handle multiple priorities in a dynamic environment.

The CSA acts as a trusted resource, facilitating seamless client experiences and supporting the firm’s commitment to excellence.

The ideal candidate is resourceful, an excellent problem solver and a team player.

You are detail oriented with proven organizational skills, able to manage time efficiently, and prioritize tasks.

You have proven written and verbal communication skills.

You embrace technology and the efficiencies it allows and are a driven self-learner who is always looking to improve processes.

The Client Service Associate (CSA) is a key member of the client service team, responsible for delivering exceptional support to clients, advisors, and internal partners.

The CSA manages a diverse client base, oversees account administration, and ensures the highest standards of accuracy, professionalism, and responsiveness.

This role requires strong relationship-building skills, attention to detail, and the ability to handle multiple priorities in a dynamic environment.

The CSA acts as a trusted resource, facilitating seamless client experiences and supporting the firm’s commitment to excellence.

The ideal candidate is resourceful, an excellent problem solver and a team player.

You are detail oriented with proven organizational skills, able to manage time efficiently, and prioritize tasks.

You have proven written and verbal communication skills.

You embrace technology and the efficiencies it allows and are a driven self-learner who is always looking to improve processes.

• Develop and maintain strong relationships with clients, advisors, and other team members across the firm.
• Full awareness of assigned client base — who they are, any special needs they might have, ongoing tasks for each client relationship, etc.
• Serve as the primary owner of client requests—engaging directly with clients to fully understand needs; coordinating execution across internal and external partners; tracking progress through completion; and proactively communicating status updates and outcomes to all appropriate parties.