Client Service Associate – Entry Level

As a Client Service Associate, you will form relationships with high-net-worth clients to support them in navigating their financial futures. You will be up close and personal with clients and coordinate client requests by working with multiple internal departments.

Requirements

• Bachelor's degree, or equivalent combination of education and experience
• Commitment to maintain quality of work while sticking to a timeline
• Meet challenges head-on, learn from setbacks, and work towards improvement
• Engage and connect with a wide array of audiences by phone and email

Benefits

• 100% paid medical, dental, and vision premiums
• 50% 401(k) match
• 20 days of PTO, plus 10 paid holidays
• Family Support programs