Client Service Associate

Kestra • New York, NY

2d • $67,000 - $80,000 • Hybrid

About The Position

As a Client Service Associate (CSA) at Christopher Street Financial, you will be a critical part of the overall client experience. The CSA is an early career client service position that supports all stages of the client relationship, including account setup, support, and maintenance. You will be responsible for delivering premium client service through direct client communication with clients and coordination with other members of the CSF team, including advisors. The role is fast-paced, and timely, highly accurate work product is essential. Clear, responsive, and professional communication is also critical this position offers a Hybrid (subject to change) work schedule Tuesdays, Wednesdays, and Thursdays are in-office.

Requirements

• Bachelor’s degree or equivalent work experience. Degree in a business-related field preferred
• Experience working in financial services or investment management industry. Previous experience in a CSA-type role is preferred.
• Experience and comfort in using a range of technology, including CRM and broker dealer / custodial platforms
• Proficiency in Microsoft Office Suite, including Outlook, Excel, and Word
• Excellent time management and organizational skills
• Strong problem-solving skills and a propensity for learning
• Enjoys working “behind the scenes”
• Highly adept at completing multiple, simultaneous tasks expeditiously and accurately with exceptional attention to detail
• Self-starter, with an ability to work both independently and as a team member
• Ability to interpret, adapt and apply with company’s policies and procedures
• Ability to communicate clearly and professionally through verbal and written correspondence

Responsibilities

• New Client onboarding (End-to-End Account Lifecycle)
• New Account opening
• Asset transfers (cross-institution)
• Account contributions and distributions
• Trade requests
• Required Minimum Distribution (RMD) monitoring and processing
• Beneficiary designations
• Authorization of Power of Attorney and guardianship designations
• Establish relationships with Broker Dealer, Custodians, and direct business entities
• Customer service through direct Client communication
• Intracompany collaboration with Advisor team
• Workflow and process management
• Workflow processing
• CRM data entry and maintenance
• Process improvement opportunity identification and implementation
• Books & Records maintenance and compliance oversight
• Other responsibilities as assigned

Benefits

• Competitive pay and benefits with a large employer
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level