Client Service Associate (CSA) – Wealth Management

A growing and highly regarded wealth management firm is seeking an experienced Client Service Associate (CSA) to support advisors and deliver a high-level client experience. This role is ideal for someone with a strong operational and client service background within the financial services industry.

The ideal candidate is polished, organized, detail-oriented, and experienced supporting high-net-worth clients in a fast-paced environment.

Responsibilities

• Support Financial Advisors and Relationship Managers with daily client service and operational needs
• Serve as a point of contact for client inquiries and account-related requests
• Process account openings, transfers, money movement requests, distributions, and account maintenance
• Coordinate and track client onboarding documentation
• Prepare meeting materials, paperwork, and follow-up items for advisors
• Maintain accurate client records and update CRM systems
• Communicate with custodians and internal departments to resolve account issues
• Ensure all documentation and processes remain compliant with firm policies and regulatory requirements
• Assist with administrative and operational projects as needed

Qualifications

• 3+ years of experience as a Client Service Associate, Registered Client Associate, or similar wealth management support role
• Experience working within wealth management, private banking, broker-dealer, or RIA environments
• Strong understanding of account operations and client service processes
• Experience supporting Financial Advisors and high-net-worth clients preferred
• Excellent organizational skills and attention to detail
• Strong verbal and written communication skills
• Ability to manage multiple priorities in a fast-paced setting
• Proficiency in Microsoft Office and CRM platforms
• FINRA licenses (Series 7/63/65/66) are a plus but not required
• Bilingual Spanish is a plus

Preferred Backgrounds

Candidates with experience from wirehouses, RIAs, private banks, or established wealth management firms are encouraged to apply.

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

Contact information

Diego Mejia