Client Service Associate

Client Service Associate (CSA) Financial Advisor Office / Wealth Management Practice Position Title Client Service Associate (CSA) Position Summary The Client Service Associate is responsible for delivering exceptional client support and administrative services within a financial advisory practice. This role serves as a key liaison between clients, financial advisors, custodians, and internal operations teams. The CSA helps ensure a seamless client experience by managing account administration, client communications, scheduling, and operational processes while maintaining compliance with industry regulations and firm policies. Key Responsibilities Client Relationship Management Serve as the primary point of contact for client service requests and inquiries.…