Client Service Associate (CSA)

Job description

Client Service Associate (CSA) Role Overview: Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client‑centric wealth management experience. The CSA will serve as a key point of contact for clients and play a critical role in day‑to‑day account servicing, operational support, and administrative coordination for a growing wealth management practice. This role is ideal for a detail‑oriented professional with strong client service skills, a collaborative mindset, and an interest in building a long‑term career within wealth management. Key Responsibilities: Client Service & Relationship Support: - Serve as a primary point of contact for clients, responding promptly and professionally to service requests and inquiries. - Support Financial Advisors in delivering a seamless and high‑quality client experience. - Assist with client onboarding, including account opening documentation, maintenance requests, and periodic updates. - Coordinate client meetings, prepare materials, and follow up on action items. - Coordination of marketing events and internal expense management and reimburseme...