Client Services Associate

The Client Service Associate (CSA) is a client‑facing role responsible for maintaining, deepening, and enriching client relationships within a Registered Investment Advisor (RIA) firm. Acting as the primary point of contact for all service‑related needs, the CSA ensures an exceptional, high‑touch service experience for every client. This role supports advisors, collaborates with internal team members, and contributes to firmwide operational excellence.

The ideal candidate is detail‑oriented, proactive, and able to manage multiple responsibilities with precision. They will have the opportunity for accelerated career growth, including support toward obtaining the Series 65 license and progressing into a Relationship Manager position.

• Provide timely, exceptional client service with flawless execution on all requests and inquiries.
• Process client transactions including money movement, security transfers, and account maintenance updates.
• Assist clients with online access setup, troubleshooting, and general platform support.
• Manage the full new account onboarding process, including preparing documents, gathering required paperwork, and submitting applications through the custodian platform.
• Ensure new accounts and service requests are completed accurately, efficiently, and with proactive follow‑up.
• Maintain and update client records, files, and data within CRM and custodian systems.
• Execute compliance‑related responsibilities including maintaining documentation, monitoring regulatory requirements, and assisting with regulatory correspondence.
• Make proactive outbound client contacts to strengthen relationships and support ongoing engagement.
• Prepare materials and documentation for client meetings and follow up on action items afterward.
• Provide operational support across the firm, which may include marketing tasks, performance reporting, and general office administration.
• Collaborate with advisors and team members to ensure an exceptional and consistent client experience.

• Bachelor’s degree preferred or equivalent relevant experience.
• 1-3 years minimum professional experience.
• Prior experience in financial services, wealth management, or a client‑service‑heavy role strongly preferred.
• Strong organizational, time management, and problem‑solving skills.
• Excellent verbal and written communication abilities.
• High degree of accuracy, professionalism, and attention to detail.
  
  Ability to manage multiple tasks in a fast‑paced environment.
• Proficiency in Microsoft Office; familiarity with custodian platforms and CRM systems is a plus.
• Willingness to obtain the Series 65 license within an accelerated timeframe (firm‑supported).

This role offers a clear and expedited growth track within the firm. The CSA will receive training, mentorship, and financial support to earn the Series 65 license, with the goal of developing into a Relationship Manager who manages client relationships more independently.

Premier Path Wealth Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.