Wealth Management Client Service Associate

We are seeking a motivated, detail-oriented Client Service Associate (CSA) to support our Wealth Management team.

Requirements

• 1–3 years of experience in financial services, wealth management, or client service preferred
• Strong written and verbal communication skills
• Highly organized, detail-oriented, and able to manage multiple tasks

Benefits

• Health, dental, vision, life, and wellness benefits
• 401(k) with 5% employer match
• 15 days of vacation and 6 sick days annually
• Discretionary bonus and profit-sharing eligibility
• Career growth opportunities