Job Summary

Grow your career as a Client Service Administrator! A CSA is responsible for serving client accounts and helping Advisor prepare for client meetings. In addition, a CSA will be responsible for troubleshooting client service issues.  

Required Qualifications

• BS in Finance or 1 year experience with either a Registered Investment Adviser or Broker Dealer
  
• Strong verbal, writing and listing skills
•  Proficiency with Microsoft Office 365
• Ability to simultaneously manage multiple projects and priorities
• Self-motivated and ability to work independently

What We Offer

• Entrepreneurial minded owners
• Family centered and collegial environment
• Competitive salary commensurate with experience
• Flexible in office hours
  
• Paid vacation, holidays and sick days 
  
• 401k with company contribution 
  
• Health insurance benefits 
   

Responsibilities

• Communicate with clients, verbally and in writing
• Greet visitors in person and phone calls
• Deliver superior client service, troubleshoot problems, serve as liaison between Advisor and client as needed
• Manage client information, prepare client forms, submit and follow up on necessary paperwork
• Navigate several online dashboards to service clients

There are no openings for this position.