Client Service Associate

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$16.00/hr - $23.00/hr

A well-established, independent wealth management firm with a strong legacy of client-first values is seeking a Client Service Associate (CSA) to support financial advisors and ensure an exceptional client experience. This is a client-facing role ideal for someone who is detail-oriented, service-driven, and interested in building a long-term career in the financial services industry.

A well-established, independent wealth management firm with a strong legacy of client-first values is seeking a Client Service Associate (CSA) to support financial advisors and ensure an exceptional client experience. This is a client-facing role ideal for someone who is detail-oriented, service-driven, and interested in building a long-term career in the financial services industry.

• Serve as the primary point of contact for clients and provide support to assigned financial advisors

• Answer phone calls, manage calendars, and schedule appointments

• Monitor and complete all system notifications and task lists accurately and on time

• Prepare meeting materials, agendas, and performance reports

• Assist with account openings, transfers, maintenance, and other client paperwork

• Handle client service requests including money movement, online access, and account updates

• Maintain accurate and up-to-date client records in CRM and file systems

• Support marketing efforts such as mailing campaigns, client events, and seminars

• Ensure compliance with all internal policies, legal guidelines, and industry regulations

• Participate in additional projects or tasks as needed

• High School Diploma required; college degree preferred

• 1-2 years of customer service or administrative experience, preferably in financial services

• Familiarity with financial markets and investment concepts is a plus

• Strong organizational, problem-solving, and time management skills

• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)

• Excellent verbal and written communication skills

• Ability to handle confidential information with integrity and professionalism

• FINRA Series 7 license or willingness to obtain within a defined timeframe

This is a great opportunity to join a dynamic team and grow your career in financial services.
Qualified candidates should have a passion for service, strong attention to detail, and a desire to make a difference in clients' lives.

• Seniority level Associate

• Employment type
  
  Contract

• Job function Administrative

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