Client Service Associate (CSA)

Job Title: Client Service Associate (CSA)

Pay: $60,000 - $90,000 per year (commensurate with experience)

Job Type: Full-time (40 hours per week)

Work Location: In person

About Us:

Hinkson Wealth Management is an independent and family-owned wealth management firm built on trust, long-term relationships, and genuine care for the people we serve. As we currently manage approximately $500 million, we have a goal of becoming a $1 billion boutique firm. We want to do this by staying true to what makes us special, which includes our select and close-knit team that knows our clients by name and shows up for them when they need it most. 

After recently transitioning our brokerage firm of 21 years with Commonwealth, we now clear trades through Raymond James Financial Services.

We believe in the principle of going the extra mile for our clients and colleagues, as taught in The Go-Giver by Bob Burg and Winning on Purpose by Fred Reichheld. We believe this is a winning formula for success.

Our team consists of four highly dedicated and driven people who love what they do and truly enjoy working together. We hold ourselves to a high standard and lift each other up, creating an environment where everyone can thrive. We are small by design, meaning that we collaborate often, communicate openly, and celebrate each other’s wins.

If you are looking for a place where your work truly matters, attention to detail is praised, and where we take pride in going the extra mile, Hinkson Wealth Management is the kind of place where you can grow and make a meaningful impact.

What does the job entail?

We are hiring a Client Service Associate (CSA) who will play a key role in supporting our clients and advisors.

In this role, you will…

• Assist clients with all aspects of their accounts, including paperwork, money movement, transfers, beneficiary designations, and IRA‑related tasks
• Open new accounts (DocuSign and paper), process investment transfers, and track all progress for new accounts, disbursements, and contributions
• Handle client service requests, phone calls, emails, and serve as the first point of contact for the firm
• Maintain and update the CRM with notes, tasks, and pending business
• File and upload client documents and correspondence
• Prepare for client meetings by generating reports, drafting letters, and organizing materials
• Manage the advisor’s calendar and proactively support daily operations.
• Monitor and track RMDs, Roth/IRA/SEP contributions, and other account‑specific requirements
• Support internal communication by sending group emails, processing mail, and assisting with newsletters
• Send birthday treats and other personalized gifts to surprise and delight our clients 

Who are we looking for? 

We take pride in our intentionality and focus when it comes to working with our clients.

We are looking for someone who…

• Is extremely attentive to detail
• Is self-driven and enjoys being productive
• Knows how to follow directions while also recognizing when to take initiative
• Strives to serve those around them
• Is able to stay organized and manage paperwork
• Knows how to communicate effectively
• Can be independent, while also being able to work in a team
• Is proficient in Microsoft Word and Excel
• Can handle multiple projects simultaneously while operating successfully under deadlines

Experience: 

• 5 years of financial industry experience, accounting, banking, or paraplanner certification (preferred). However, on-the-job training will be provided for the right candidate
• Familiarity with Raymond James CRM (preferred) 

Benefits:

• 401(k)
• $1/$1 401k matching on the first 6% of pay
• Flexible schedule
• Health insurance
• Paid time off
• Retirement plan

If this position sounds like it would be a good fit, we would love to hear from you. We invite you to include a cover letter with your application, though it is not required.