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...
if/as needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request... and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team 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...
their potential impact on client portfolios Act as the growth engine for the PWM team across both wallet share and new business... materials, strategic research publications, and client events Act as the PWM team's central point of contact for client...