Client Services Associate - Wealth Management; Hybrid
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Services, Financial Analyst, Financial Advisor / Consultant
Location: New York
Christopher Street Financial (CSF) is a growing financial planning and wealth management firm based in New York City, serving clients nationwide. The Client Service Associate role supports all stages of client relationships, including onboarding, account setup, and maintenance, with a fast-paced, detail-oriented approach.
The role features a Hybrid work schedule with in-office Tuesdays, Wednesdays, and Thursdays.
We would love to welcome a new Client Services Associate
- Wealth Management (Hybrid) to our group in New York, NY, United States.
Learn more about the Client Services Associate
- Wealth Management (Hybrid) role in the description above.
We appreciate your interest in this position.
Join Kestra Financial, Inc. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client Services Associate
- Wealth Management (Hybrid) role at Kestra Financial, Inc., based in New York, NY, United States.
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