The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.


Essential Duties and Responsibilities
• Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.

• Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.

• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.

• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres t...