Senior Client Service Associate

SUMMARY: Become a Senior Client Service Associate (Sr. CSA) with SEIA! The Sr. CSA serves as a key liaison between clients, advisors, financial custodians, and internal departments, ensuring that requests are handled accurately, efficiently, and with care.

While ensuring a seamless experience, the CSA team handles prospect introduction through ongoing relationship management. It is a central role in supporting SEIA’s multiple W2 Advisory Teams by managing account operations, coordinating client service activities and collaborates closely with peers to uphold SEIA’s service philosophy of effort with sincerity. Training will be expected full-time in-office. Position will be eligible for hybrid structure (office 4/remote 1) after training has been completed and approved by manager. Training is expected to be completed by the third month if not sooner.

DUTIES AND RESPONSIBILITIES:

• Account Management: Prepare, review, and submit account opening and transfer paperwork in a timely and compliant manner.
• Account Maintenance: Process transactions, address changes, and updates; monitor account activity to ensure accuracy and completion.
• Client Service: Respond promptly to client and advisor inquiries by phone or email; provide updates on account status, transactions, and paperwork.
• Documentation & Reporting: Prepare correspondence, meeting summaries, client reports, and other communications as needed.
• Practice Support: Maintain up-to-date client and household data in CRM systems; assist with meeting preparation and follow-up.
• Collaboration: Partner with advisors, operations, and compliance teams to ensure smooth onboarding, high-quality service delivery, and consistent communication.
• Continuous Improvement: Identify opportunities to streamline workflows and improve service standards in alignment with SEIA’s client experience goals.
• Other Duties: Perform additional responsibilities assigned by management.

QUALIFICATIONS:

• Bachelor's Degree (BA) from four-year college or university.
• Minimum 5 years of experience in the related field preferred.
• Preferred FINRA licenses Series 7 and 66.
• Experience processing alternative investments. Experience using CAIS, iCapital and Glass.
• Excellent writing skills.
• Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software (Salesforce preferred).

BENEFITS AND OFFICE PERKS:

• Employee medical: With SEIA and employee contributions.
• Employee dental, vision and life insurance: Fully paid by SEIA.
• Dependent medical, dental and vision: Employee paid options.
• Paid Time Off (PTO).
• Holiday Pay.
• 401k with generous match and immediate full vesting.
• Employee Assistance Program (EAP) and discounts.
• Paid parking by SEIA.
• Snacks and drink options daily, occasional meal catering.
• Opportunity to work and grow with a collaborative and entrepreneurial team.