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 resourceful, an excellent problem solver and a team player.   You are detail oriented with proven organizational skills, able to manage time efficiently, and prioritize tasks. You have proven written and verbal communication skills. You embrace technology and the efficiencies it allows and are a driven self-learner who is always looking to improve processes.