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AcceptU

Newton, Massachusetts

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Wellesley, Massachusetts

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Elite Scholars of China

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12999 E Adam Aircraft Circle

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Columbia, South Carolina

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La Jolla, California

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LifeStance Health

Chandler, AZ

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La Jolla, California

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Client Service Associate
Job Description The Client Service Associate (CSA) is an integral part of the employee advisor or branch support; responsible for utilizing the client relationship model & turnkey tools to assist the advisor in building efficiencies, growing of their practice & in servicing clients by gathering & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as needed. Provide general administrative/reception/operations support as needed in the branch. Responsibilities Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the adv


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