Client Service Associate

The Client Service Associate position provides an opportunity to build lasting client relationships while delivering assistance that makes a difference. We’re looking for individuals who excel in communication, problem-solving, and multitasking in a fast-paced, client-focused environment.

• Serve as primary point of contact for client inquiries, requests, and administrative needs
• Build and maintain positive client relationships through proactive communication
• Coordinate client meetings, including scheduling, preparing materials, and follow-up
• Process client transactions (e.g., cash transfers, beneficiary changes, portfolio updates)
• Assist with account opening, maintenance, and updates (e.g., transfers, registration changes)
• Ensure accurate processing of transactions in compliance with regulations and policies
• Collaborate with Wealth Advisors and team to address client needs and resolve issues
• Conduct research and analysis to support client inquiries and projects
• Maintain client records and update information as needed
• Prepare professional PowerPoint presentations for clients and firm use
• Operate office equipment and stay updated on office management techniques
• Perform other duties as required

• Bachelor’s degree from an accredited institution.
• Prior CSA experience preferred
• Strong interpersonal, communication, and relationship-building skills.
• Ability to work independently while collaborating effectively with a team.
• Detail-oriented and organized, with excellent time management and prioritization abilities
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software applications
• Knowledge of investments, insurance, and financial planning.
• Commitment to continuous learning and professional growth.

Of note, Lotus Women's Institute is recruiting a candidate for our partner RIA firm.

How to Apply:

Send your resume to Anita Knotts, a

Company/ Organization Name:
Lotus Women's Institute

Job Function:
Finance, Customer Service, Development