Client Service Associate (CSA)

Client Service Associate (CSA)

Role Overview

Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client‑centric wealth management experience. The CSA will serve as a key point of contact for clients and play a critical role in day‑to‑day account servicing, operational support, and administrative coordination for a growing wealth management practice.

This role is ideal for a detail‑oriented professional with strong client service skills, a collaborative mindset, and an interest in building a long‑term career within wealth management.

Key Responsibilities

Client Service & Relationship Support

• Serve as a primary point of contact for clients, responding promptly and professionally to service requests and inquiries.
• Support Financial Advisors in delivering a seamless and high‑quality client experience.
• Assist with client onboarding, including account opening documentation, maintenance requests, and periodic updates.
• Coordinate client meetings, prepare materials, and follow up on action items.
• Coordination of marketing events and internal expense management and reimbursement.
• Creating marketing materials that reflect client proposals, and liaising with compliance and design.
• Coordination of Travel and Entertainment and expense reimbursement.
• Maintenance of CRM and Calendar information with respect to client interactions.

Account & Operational Support

• Process account transactions, including money movements, distributions, and transfers, in accordance with firm policies.
• Monitor account activity and follow up on outstanding items or documentation.
• Assist with client reporting, statements, and general account inquiries.
• Partner with internal operations, compliance, and trading teams to resolve issues efficiently.

Administrative & Practice Management

• Maintain accurate client records and documentation in firm systems.
• Support practice management initiatives, workflow organization, and process improvements.
• Assist with preparation of presentations, reports, and client correspondence.
• Ensure adherence to regulatory requirements, firm policies, and compliance standards.

Qualifications

Required

• Bachelor’s degree or equivalent professional experience.
• 1–4 years of experience in wealth management, private banking, financial services, or a client service role.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast‑paced, client‑focused environment.
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint).

Preferred

• Experience supporting Financial Advisors or Relationship Managers in a wealth management setting.
• Familiarity with brokerage and advisory accounts, including custodial and operational processes.
• Series 7 and Series 66 licenses (or ability to obtain within a specified timeframe).
• Experience working with high‑net‑worth or ultra‑high‑net‑worth clients.

Key Competencies

• Client‑first mindset with a high level of professionalism
• Strong problem‑solving and follow‑through skills
• Collaborative team player with the ability to work independently
• Discretion in handling confidential client information

New York, NY Full Time Salary Range of $95,000-105,000.

 #LI-DNI