Position Summary The Client Service Associate (CSA) role is responsible for maintaining, deepening and enriching client relationships. The Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of a Private Banking client. Client Service Associates work in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.Core Responsibilities Client Engagement - provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests Risk & Controls - adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities Market Partnership - effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions Business Development - proactively review and identify potential business opportunities for clients to engage in additional products and services Qualifications FINRA SIE, Series 7 and 63 licenses required for the position: preferred upon hiring but offer sponsored training program to acquire within 90 days of hire No relocation assistance is being offered for this role
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