Client Service Associate
Streamline Financial Services•Warrenville, IL
427d•$50,000 - $60,000•Remote
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About The Position
The Client Services Associate (CSA) plays a crucial role in the Client Service Team, contributing to the management of client relationships and ensuring a seamless experience for clients. This position involves scheduling, preparing for client meetings, managing paperwork, and assisting with compliance and project initiatives. The CSA will work closely with financial advisors and be part of a supportive team dedicated to enhancing clients' financial well-being.
