Client Service Associate

As a Client Service Associate, you'll be the trusted point of contact for high-net-worth clients, ensuring their needs are met seamlessly while supporting the team with operational excellence.

Requirements

• 5-10 years in the RIA or client-facing financial services industry
• Experience working with high-net-worth clients
• Solid organizational, detail-oriented, and prioritization skills with the ability to manage multiple tasks in a fast-paced environment
• Solid technical proficiency with Microsoft Office and other client service platforms, plus exceptional writing and interpersonal skills
• Ability to collaborate as a team player

Benefits

• Comprehensive health coverage
• Robust retirement planning
• Financial security
• Flexible financial options
• Well-being and work-life balance