Client Associate

As clients’ point of contact for private wealth management service and account administration, our CSAs are responsible for executing across a broad range of topics. We’re looking for a Client Associate to: • Work with the Team Operations Leads to ensure a first-class client onboarding and ongoing service experience • Handle end-to-end operational transactions including money movement, security transfers, and loan execution • Own client inquiries from start to finish and complete ongoing requests as needed. • Collaborate closely with Relationship Managers and Operations Lead to maintain client and internal agendas and update CRM systems • Assist team with scheduling and marketing events