Client Services Associate (CSA), Highland RIM Wealth Management

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.…