Client Services Associate (CSA), Highland Rim Wealth Management

About this role

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.