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Open nowPosted 41 days ago

Client Services Associate (CSA), Highland RIM Wealth Management

Workable (global search)108,016 open roles

Where
Tullahoma, TN, United States
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Your applicationOpen nowClient Services Associate (CSA), Highland RIM Wealth ManagementWorkable (global search) · Tullahoma, TN, United States

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 41 days ago

Workable (global search) median: 7 days open

The posting

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.

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