Client Service Associate; CSA

Solon, Ohio, or Durham/Cary, North Carolina

Redwood Financial Network is a retirement-focused advisory firm serving professionals and business owners across the United States. Our work centers on helping individuals and couples bring greater clarity and organization to their financial lives as they approach retirement.

We are seeking a detail-oriented and service-minded Client Service Associate (CSA) to join our team. This role plays an important part in ensuring that clients experience thoughtful, well-organized service throughout their relationship with our firm.

The Client Service Associate supports our advisors by coordinating communication, managing client service tasks, and maintaining the systems that keep our practice running smoothly.

The Client Service Associate is responsible for ensuring that every aspect of the client experience is handled consistently, organized, and thoughtfully.

This role supports both clients and advisors by coordinating communication, preparing for meetings, managing follow-up, and maintaining internal systems that keep the firm running smoothly.

Success in this role requires a high level of attention to detail, strong organizational habits, and the ability to manage multiple responsibilities without losing structure or accuracy.

The position also plays a role in maintaining ongoing client relationships through proactive communication, coordination, and support of client-focused initiatives such as events and appreciation efforts.

This is a structured, process-driven role well-suited to someone who takes pride in keeping things organized, following through on details, and contributing to a high-quality client experience.

This position reports to our Client Service Manager.

This position may be based in either our Solon, Ohio, office or our Durham/Cary, North Carolina, office.

This is an in-office role and is not designed for remote or hybrid work.

Team members are expected to work from the office each day in either our Solon, Ohio, or Durham/Cary, North Carolina location.

8:00 AM to 5:00 PM
with a one-hour unpaid lunch break.

We strongly encourage team members to take their lunch break during the day rather than at the end of the workday so they can recharge and maintain a sustainable work rhythm.

Because this role supports client communication and internal coordination, consistent office presence is important.

The ideal candidate is organized, dependable, and enjoys helping others. This role requires strong attention to detail and the ability to manage multiple responsibilities while maintaining a professional and welcoming presence.

Preferred qualities include:

• Strong organization and time management skills
• High attention to detail
• Ability to handle sensitive client information with professionalism
• Comfort working with technology and CRM systems
• A proactive mindset and willingness to support the team

Previous experience in client service, financial services, administrative support, or office operations is helpful but not required.