Client Services Associate - CSA - Highland Rim Wealth Management

The Client Services Associate (CSA) plays a vital role in supporting the firm’s daily operations and long-term growth. This position serves as the first point of contact for clients, delivering exceptional service while managing a variety of administrative and operational responsibilities.  This successful candidate will have excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Requirements

·  Key Responsibilities

·         Provide white-glove service to new and existing clients.

·         Act as the primary contact for inbound client communications.

·         Prepare documentation for account openings, transfers, distributions, and other transactions.

·         Monitor client onboarding progress and ensure timely follow-up.

·         Coordinate scheduling and calendar management for the advisor.

·         Maintain accurate and up-to-date records in the CRM and custodian portals.

·         Assist with data entry, report generation, and preparation for client meetings.

·         Liaise with back-office teams and vendors to resolve client issues.

·         Support trading and account maintenance activities under advisor supervision.

·         Manage multiple and competing priorities daily in pursuit of business objectives.

·         Small amount of annual travel may be required for training.

Supervisory Responsibilities

·         None

Qualifications

·         Strong interpersonal and communication skills.

·         Exceptional attention to detail and follow-through.

·         Proficiency in Microsoft Office Suite; CRM experience is a plus.

·         Highly organized with the ability to manage multiple tasks independently.

·         Ability to build relationships with clients and internal partners without direct control.

·         Adaptable and committed to continuous learning.

Education and Experience

·         Experience in financial services preferred.

·         The ideal candidate will have good understanding of broker/dealer operations and financial services products,

including but not limited to equities, bonds, mutual funds, annuities, insurance, and managed accounts.

·         Bachelor’s degree preferred; high school diploma required.

·         Ability and desire to obtain FINRA Series 7 and 65 licenses

Physical Requirements

·         Prolonged periods sitting at a desk and working on a computer.

·         Must be able to lift up to 15 pounds at times.