Wealth Client Service Associate

About the role

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 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 Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast‑growing firm looking for an Associate to join their dynamic team. The Client Service Associate (CSA) is a key member of the client service team, responsible for delivering exceptional support to clients, advisors, and internal partners. The CSA manages a diverse client base, oversees account administration, and ensures the highest standards of accuracy, professionalism, and responsiveness. This role requires strong relationship‑building skills, attention to detail, and the ability to handle multiple priorities in a dynamic environment. The CSA acts as a trusted resource, facilitating seamless client experiences and supporting the firm’s commitment to excellence. The ideal candidate is resource