Client Service Associate (CSA)

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 responsibilities will include processing account paperwork, assisting in client events, and ensuring all client inquiries are met with efficiency and care.

Key Responsibilities:

• Client Interaction: Serve as a friendly point of contact for client inquiries and requests, providing top-notch service with a personable approach.
• Administrative Support: Handle account setup, documentation, and required follow-up efficiently and accurately.
• Event Engagement: Attend occasional after-hours events, fostering client relationships and embodying our team’s cohesive, supportive culture.
• Data Management: Maintain client records in our CRM system (RedTail) and ensure data is up-to-date.
• Problem Solving: Proactively address client needs and support advisors in providing timely solutions.

Requirements

• Experience: Previous financial services experience in client service, is required.
• Skills: Proficiency in MS Office and financial CRM software (RedTail, eMoney preferred). Must be detail-oriented, personable, and client-focused.
• Soft Skills: Strong emotional intelligence, a sense of humor, adaptability, and a proactive mindset are essential for success in this role.
• Team Fit: You are a self-starter who works well within a fast-paced team and you have a strong sense of accountability.

Benefits

• Competitive Salary: Salary starts at 55,000 – 70,000.

• Generous Benefits: 401(k) with profit sharing, healthcare reimbursement stipend, and a merit-based bonus system after one year.
• Paid Time Off: Two weeks PTO, with flexibility for the right candidate.
• Free Parking and In-Office Amenities.

Why Join Us?

We offer a robust career path for dedicated professionals looking to grow within the financial industry. We value hard work, integrity, and camaraderie and are committed to nurturing our team’s success in a supportive environment.

If you’re ready to join a passionate team focused on helping clients succeed, apply today and start your journey with us!