Client Service Associate

Our client has locations in Horsham and Exton they are a growing, independent financial planning firm that provides financial strategy for individuals, families and businesses. They are looking for a Client Services Associate (CSA) on a direct hire basis in both Horsham and Exton.

• Salary - $50-$58K base


• Hours - 8:30 am to 5 pm


• Benefits - Health Insurance, PTO, virtual days, retirement plan, and professional development


• Report to - Managing Director of Operations

Overview:

A CSA provides an exceptional client experience through supporting advisors, managing account operations to ensure a seamless process. This role will work closely with financial advisors and internal team, assist with client onboarding, maintaining account documentation, preparing materials for client meetings, and helping manager ongoing service requests. Thr...