Client Service Associate

We are seeking a detail-oriented and technically proficient Client Service Associate to serve as the analytical and execution backbone of our advisory pod. Working in close partnership with the Financial Advisor, this individual will be responsible for preparing, coordinating, and delivering the technical components of the client experience - ensuring every client interaction is accurate, organized, well-prepared, and actionable. 

This role is best suited for a highly organized professional with a strong foundation in financial planning support and operations, who takes pride in precision, thrives in a structured environment, and understands that their work directly enables an exceptional client experience.