Client Service Associate, Team Lead

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them.

Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Wealth Operations team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Client Service Associate, Team Lead to join their dynamic team.

The CSA, Team Lead at Aprio plays a pivotal role in driving client service excellence and operational efficiency. This position is responsible for mentoring and developing client service associates, fostering a collaborative and high-performing team environment, and ensuring the delivery of exceptional client experiences. The CSA, Team Lead partners with the Director of Client Service to design and implement service strategies, resolve complex client issues, and uphold regulatory and firm standards.

By acting as a subject matter expert and escalation point, the CSA, Team Lead ensures that all client service activities are executed with precision, integrity, and a commitment to continuous improvement.

• Work with the Director of Client Service to help lead, mentor, and develop client service associates, promoting a culture of excellence, collaboration, and continuous improvement.
• Work with the Director of Client Service to help design and implement client service strategies, workflows, and best practices to enhance the overall client experience.
• Act as an escalation point for complex client issues, providing timely and effective resolutions while maintaining a high level of client satisfaction.
• Work with the Director of Client Service to help ensure all client service activities adhere to industry regulations and firm policies, working closely with compliance teams to mitigate any risks.
• Develop and maintain strong relationships with clients, advisors, and other team members across the firm.
• Full awareness of assigned client base — who they are, any special needs they might have, ongoing tasks for each client relationship, etc.
• Coordinate directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
• Communicate effectively with advisors and internal teams regarding open tasks, client needs, etc., in order to ensure we are meeting clients’ expectations and delivering exceptional service.
• Regularly interface with clients as an extension of the advisory teams.
• Serve as the subject matter expert on client account activity. Monitor for issues and elevate accordingly.
• Liaise with custodians as needed. Maintain good rapport with service teams and elevate issues for resolution in a timely manner.
• Maintain understanding of investment approach and how it intersects with the client process and experience.
• Maintain client data in the CRM — ensuring full, accurate data is entered for assigned client base.
• Update existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
• Perform other duties as and when needed.

• Five+ years of directly related industry experience; experience in financial planning and/or the securities industry.
• Demonstrated leadership and team development skills, with mentorship experience.
• Proven ability to manage change, drive process improvements, and implement best practices.
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
• Numerical accuracy, exceptional attention to detail and time management.
• Strong ethics and integrity, with a commitment to maintaining client confidentiality.
• College Degree (preferred).

• Strong problem-solving abilities, especially in high-pressure or complex client situations.
• Strong client service orientation…