Location: Woodland Hills, CA (On-Site)
Position Overview
We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service needs, supporting high-value relationships, and ensuring accuracy and consistency across client accounts.
As a Senior CSA, you will play a key role in mentoring junior team members, improving processes, and partnering closely with advisors to deliver a high-touch client experience. This position is ideal for someone with a strong foundation in wealth management who is ready to take on increased responsibility and leadership within the firm.
Key Responsibilities
Client Service & Relationship Management