Client Service Associate (CSA)
Bill Good Marketing
Richmond, virginia
Client Service Associate (CSA)
Are you a detail-oriented professional who thrives on providing exceptional client support in a fast-paced environment? Our Financial Advisory firm is searching for a dedicated Client Service Associate (CSA) to join our team and deliver unparalleled service to our valued clients. This is a fantastic opportunity to work with a close-knit, driven team in the wealth management industry.
Who We Are:
We prioritize our clients’ needs and well-being by delivering comprehensive financial solutions. With nearly $500 million in assets under management, we pride ourselves on maintaining high standards and long-lasting client relationships.
The Role:
As a Client Service Associate, you’ll be integral to the client experience, supporting three advisors and a small, dynamic team. This role is primarily office-based, offering limited flexibility for work-from-home exceptions. Your...