Client Services Associate (CSA), Highland RIM Wealth Management

About the role

The Client Services Associate (CSA) plays a vital role in supporting the firm's daily operations and long-term growth. This position serves as the first point of contact for clients, delivering exceptional service while managing a variety of administrative and operational responsibilities.

Responsibilities

• Provide white-glove service to new and existing clients
• Act as the primary contact for inbound client communications
• Prepare documentation for account openings, transfers, distributions, and other transactions
• Monitor client onboarding progress and ensure timely follow-up
• Coordinate scheduling and calendar management for the advisor
• Maintain accurate and up-to-date records in the CRM and custodian portals
• Assist with data entry, report generation, and preparation for client meetings
• Liaise with back-office teams and vendors to resolve client issues
• Support trading and account maintenance activities under advisor supervision
• Manage multiple and competing priorities daily in pursuit of business objectives
• A small amount of annual travel may be required for training

Requirements

• Strong interpersonal and communication skills
• Exceptional attention to detail and follow-through
• Proficiency in Microsoft Office Suite; CRM experience is a plus
• Highly organized with the ability to manage multiple tasks independently
• Ability to build relationships with clients and internal partners without direct control
• Adaptable and committed to continuous learning
• Experience in financial services preferred
• Good understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, mutual funds, annuities, insurance, and managed accounts
• Bachelor's degree preferred; high school diploma required
• Ability and desire to obtain FINRA Series 7 and 65 licenses

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times