Job Overview:

The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The Registered CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

This role is a minimum of 4 days a week in the office

Responsibilities:

Inbound client calls, schedule appointments, and prepare materials for client meetings

Keep client management systems up-to-date with client information

Assist with various documentation requirements for new business

Manage account activities that are operational in nature –new accounts, cash management, trans...