Client Service Associate

A bit about us:

We are an independent RIA with $1B in AUM and growing. We are a relationship first firm and strive to be a trusted partner to help families achieve the confidence to live a life of freedom.

Why join us?

You are not just a number, you are part of our family.

We offer premium health, dental, and vision insurance with an HSA option.
401(K) + company match
Profit sharing
Deferred long term compensation
strong PTO schedule with flexible hours, hybrid work environment and the understanding that family commitments comes first and work comes second.

Job Details

We are looking for a seasoned, detail oriented, client facing CSA to join our team. You will be supporting two teams of 3. Each team is composed of a senior advisor, an analyst, and a junior advisor.

You are someone who prides themselves on delivering white glove service to client and acts with a sense of urgency and proactive mindset.

The firm is poised to continue to grow to close to a $2B firm within the next few years. This is an opportunity for you to join and over time grow into a CSA management position.

If you are an optimistic and client focused person who is a self starter and problem solver and loves to provide top notch service to both our advisors and our clients, then this is the home for you!

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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