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.

· 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.