Client Service Associate - Senior
About this role
Client Service Associate - Senior
We are seeking a detail-oriented and client-focused Client Service Associate (CSA) to join our Registered Investment Advisor (RIA) firm. The CSA serves as a key point of contact for clients and plays an integral role in delivering an exceptional client experience. This position supports financial advisors through account administration, client communications, operational coordination, and relationship management activities. The ideal candidate is highly organized, proactive, and committed to providing outstanding service while helping ensure the efficient operation of the advisory practice.
Responsibilities
- Client Service & Relationship Support
- Serve as a primary point of contact for client service requests and inquiries.
- Build and maintain strong client relationships through timely and professional communication.
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