Client Service Associate (CSA)
Bedminsteronsitejunior
Posted 4 days ago · via Workday
About this role
About Gladstone Wealth Partners As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. Gladstone is based in Boca Raton, Florida and hosts most operations functions in Bedminster, NJ; and is a proud member of the Integrity Family of Companies. Job Summary The Client Service Associate provides exceptional operational and administrative support to Financial Advisors within the Gladstone network.…
Read the full description on Integrity Marketing Group's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Bedminster. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included