Excellent opportunity for young professional to grow a rewarding career!
Perfect opportunity for someone early in their career with strong organizational and communication skills (written and oral) who has a desire to help and serve others while growing a rewarding career in the wealth management industry with one of our high performing teams as a Client Services Associate (CSA). As a CSA you’ll learn the intricacies of operations while assisting the team’s clients and Executive Vice President in an award-winning culture including #1 Rated Culture for Mid-Size Organizations and Top Workplace award recipient 5 years straight. Join us and you’ll look forward to Monday!
Qualifications
Key CSA Functions
Rewards
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