Client Service Associate (Wealth Management)

About the role

The Client Service Associate (CSA) role is a key member of the firm's client experience team, responsible for delivering a seamless, responsive, and high-touch experience. This is a highly visible position where you will interact directly with clients, support their needs, and help manage the day-to-day operations that keep relationships running smoothly.

Responsibilities

• Open new client accounts and assist with ACAT transfers
• Facilitate money movements, including wires, ACH, distributions, and RMDs
• Cook up and process trade instructions under advisor direction
• Update client records, including beneficiaries, banking details, and contact information
• Prepare and follow through on custodial paperwork
• Communicate with custodians to resolve issues and complete transactions
• Maintain accurate data within CRM and custodian platforms
• Partner closely with advisors and team members to ensure a consistent, high-quality client experience

Qualifications

• 3 to 10 years of relevant experience supporting financial advisors
• Strong communication skills and a professional, client-focused demeanor
• A high attention to detail with strong follow-through
• Ability to manage multiple priorities in a fast-paced environment
• Tech-savvy, comfortable learning and navigating CRM systems and custodian platforms (experience with Schwab is a plus)
• A high integrity, discretion, and a genuine commitment to client care
• A passion for what you do with a team-oriented mindset