Client Service Associate
About The Position
Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to individuals, families, and businesses. Our firm adheres to a comprehensive approach helping high net worth clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance. We manage over $4 billion in client assets across nine offices nationally. We are seeking a Client Service Associate (CSA) to join our wealth management team. The CSA will work in a collaborative environment and will act as our “go-to” person for both clients and internal team members to ensure exceptional service. This role is an integral part of our team to ensure ongoing projects are completed timely, efficiently, and that our clients are well served. What it Means to Work for Prosperity - An EisnerAmper Company: Prosperity is a wholly owned subsidiary of EisnerAmper. You will be a part of a wealth management practice that is connected to one of the largest and fastest growing accounting and advisory firms in the industry. You will have the flexibility to manage your days in support of our commitment to work/life balance. You will join a culture that has received multiple top “Places to Work” awards. We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions. We understand that embracing our differences is what unites us as a team and strengthens our foundation. Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work.
Requirements
- Bachelor’s degree
- Minimum of 3 years of relevant working experience
- Series 7, 63, 65/66 a plus
- Ability to prioritize multiple deadlines
- Strong verbal and written communication skills.
- Focus on team collaboration
- Support colleagues and foster a collaborative environment by sharing knowledge, assisting with tasks, and contributing to special projects for team success.
- Strong IT and Microsoft Office Suite experience including excel
Nice To Haves
- Industry experience in preferred
Responsibilities
- Build and nurture client relationships by providing responsive, thoughtful, and proactive service.
- Execute client requests with accuracy and efficiency, including money movement, account transfers, and other transactions—handling escalated issues with confidence and care.
- Maintain organized and compliant client records, ensuring documentation is complete, accurate, and up-to-date.
- Collaborate cross-functionally with client-facing and support teams to deliver seamless service and resolve client needs.
- Uphold firm policies and regulatory standards, demonstrating integrity and attention to detail in all interactions.
- Identify opportunities to enhance client engagement, including promoting digital tools, online access, and scheduled services.
- Support client meetings by preparing materials, generating reports, and assisting with operational tasks.
- Work independently while knowing when to escalate, ensuring timely resolution of client issues.
- Contribute to team success by assisting with overflow work and participating in special projects as needed.
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
