Client Services Associate

Job ID: 1182426

Client Services Associate

East Longmeadow, Massachusetts


Job Description

Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Services Associate (CSA) is an integral part of advisor team; responsible for utilizing the client relationship model and turnkey tools. Activities may include but are not limited to: servicing clients by capturing & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as needed. In addition to supporting advisors, you’ll be a part of our team to provide the office with general administrative and reception support as needed. We take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client’s overall experience, we invite you to apply!

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support for those who are interested!



  • Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as directed by the advisor.
  • Prepare and ensure new business paperwork is submitted in good order which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
  • Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, scheduling, scanning, support for new client onboarding, set up of client files, copy and new business correspondence and alerts. General follow up as necessary.



  • Bachelor’s degree preferred
  • Experience working in a client service environment.
  • Detail orientated, strong math, and analytical skills. Good organization and time management skills.
  • Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
  • Able to communicate with all levels within the organization. Process oriented and can work with a team.
  • Strong computer and software skills.

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(203) 865-5652

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