Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience... and delivering against a client service model Support the team’s marketing strategy by maintaining marketing materials, including...
for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team... relationships by providing an exceptional client experience Assisting the FA/PWA/team in delivering against their client service...
service and team support - Resolve ad-hoc client queries - Keep management systems up-to-date with client information... in client service, ideally within the finance sector Bachelor's degree or equivalent Excellent communicator...