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"Client Service Associate (CSA)" Jobs in United States
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Client Service Associate (CSA)
Stevens Foster Financial Advisors · Bloomington
USD 65000-65000 yearly / yearEntryFull-timeHybrid
Role Summary The Client Service Associate (CSA) provides operational and client service support across Financial Planning, Tax, and Investment teams. This role ensures account activity, tax workflows, money movement, an
Skills
AdvisorEngineJunxureeMoneyFidelity Wealthscape
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PAX Financial Group · San Antonio
MidFull-timeOnsite
Department: Operations Location: San Antonio, TX Job Title: Client Service Associate (CSA) Job Description Summary/Objective: Provide excellent service to our clients and advisors courteously and efficiently, ensurin
Skills
Salesforce
Discovered 1 weeks ago
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Bartholomew & Company · Framingham
USD 26-32 hourly / hourMidFull-timeOnsite
About Us Bartholomew & Company is a financial services firm headquartered in Worcester, MA managing approximately $6 billion in assets across two divisions: Governments and Institutions, which serves public entities and
Skills
Microsoft 365 SuiteCo-PilotWealthBox CRMClientworks
Discovered 1 weeks ago
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