Client Service Associate

Client Service Associate focused on delivering accurate, timely service to advisors and clients with a one-contact resolution mindset. You’ll act as the primary liaison among custodians, the operations team, advisors, and clients, handling end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through. The role requires clear communication, attention to detail, fiduciary accuracy, and the ability to manage multiple requests across email, Teams, phone, and Salesforce, while coordinating tax return assembly/delivery and document management. The position supports a hybrid schedule (3 days in office per week with the option to work remotely 2 days per week). Qualifications include a Bachelor’s Degree and 1+ years of relevant experience, strong Microsoft Office/Salesforce skills, and a demonstrated ability to work independently and collaboratively in a fast-paced environment with growing interest in financial planning.