Client Service Associate-Wealth Management
CX Institutional•Auburn, IN
394d•$55,000 - $57,000
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About The Position
The Client Service Associate (CSA) plays a crucial role in supporting Wealth Advisors by fostering strong client relationships and ensuring a high-quality client experience. This position involves managing client accounts, processing transactions, and providing assistance with online systems. The CSA is responsible for handling client inquiries, preparing documentation, and supporting the advisory team in various administrative tasks, all while ensuring compliance with regulatory requirements and promoting operational efficiency.
