Description:
The Client Service Associate (CSA) provides critical support to the firm and our daily operations.
Primary duties include:
- Account Openings
- Money Movement (Journal/ACH/Wire)
- Account Maintenance
- Resolve custodial issues
-
Trading/Rebalancing Accounts
- Other duties as assigned
Requirements:
- Financial Services Experience
- Proficient with Microsoft Office, including Outlook, Excel, Word, etc.
- Strong attention to detail while working in a fast-paced environment.
- Ability to work independently and with a team.
- HS diploma or equivalent required; college experience preferred.
