Client Service Associate; CSA)

We are seeking a highly organized, experienced, and motivated Client Service Associate to join our dynamic team and contribute to our ongoing success. If you’re looking for an opportunity to grow within a professional, positive, and team-oriented environment, we would love to hear from you.

The Client Service Associate will play a key role in supporting our Portfolio Managers and Wealth Advisors, ensuring a seamless client experience. This is a full-time, client-facing role that requires a combination of administrative and customer service skills, attention to detail, and a genuine passion for helping clients achieve their financial goals.

• Client Interaction: Friendly, professional correspondence by phone, email, and written communication. Including informing when transactions and actions have been completed, support usage and maintenance of client portal, and scheduling meetings.
• Advisor Support: Handle advisor needs proactively. Providing support for meeting preparation and follow‑up.
• Account Setup and Updates: Collect and prepare client information for new accounts and account changes. Experience with Charles Schwab or Fidelity is a plus.
• Document Preparation: Identify and locate correct forms, prepare paperwork, and communicate with clients in order to send and receive information and acquire signatures.
• Customer Relationship Management (CRM):strong Update client information and utilize workflows and templates.
• Money Movement: Monitor money movement status and set up actions, such as Electronic Funds Transfer (EFT) lines, automated plans, and wires.
• Alert and Process Monitoring: Review alerts, follow up on required actions, and interact with various departments at Charles Schwab and other financial institutions.
• Electronic File Maintenance: File client statements, correspondence, and agreements.
• Miscellaneous: Other duties, as needed and determined as the firm continues to grow.