The Client Service Associate position provides an opportunity to build lasting client relationships while delivering assistance that makes a difference. We’re looking for individuals who excel in communication, problem-solving, and multitasking in a fast-paced, client-focused environment. 

Key Responsibilities:
Serve as primary point of contact for client inquiries, requests, and administrative needs
Build and maintain positive client relationships through proactive communication
Coordinate client meetings, including scheduling, preparing materials, and follow-up
Process client transactions (e.g., cash transfers, beneficiary changes, portfolio updates)
Assist with account opening, maintenance, and updates (e.g., transfers, registration changes)
Ensure accurate processing of transactions in compliance with regulations and policies
Collaborate with Wealth Advisors and team to address client needs and resolve issues
Conduct research and analysis to support client inquiries and projects
Maintain client records and update information as needed
Prepare professional PowerPoint presentations for clients and firm use
Operate office equipment and stay updated on office management techniques
Perform other duties as required

Qualifications
Bachelor’s degree from an accredited institution.
Prior CSA experience preferred
Strong interpersonal, communication, and relationship-building skills.
Ability to work independently while collaborating effectively with a team.
Detail-oriented and organized, with excellent time management and prioritization abilities
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software applications
Knowledge of investments, insurance, and financial planning.
Commitment to continuous learning and professional growth.

Of note, Lotus Women's Institute is recruiting a candidate for our partner RIA firm.