Job Description. Job Title: Client Service Associate (“CSA”). Reports To: Financial Associate. Job Status: Full-time (In the office). Salary Range: 1099, hourly contractor - $25-30K, based on experience and licensing. Job Summary. The Client Service Associate (“CSA”) will work closely with the Financial Professional (FP) to build strong relationships with existing clients. The goals are to deliver a high-quality client experience and retain asset...
Job Description. Job Title: Financial Administrative Assistant. Reports To: Financial Professional. Job Status: Part-time to Full-time (9 AM- 3 PM M-F). Location: Remote/On-site. Job Summary. The Administrative Assistant (“AA”) will work closely with the Financial Professional (FP) and Client Service Manager (“CSM”) to build strong relationships with existing clients and assist with various office tasks. The goals are to deliver a high-quality cl...
