Financial Services Associate
CSI Group
Financial Services Associate
The Financial Services Associate supports the Financial Services Team with wealth management operations, member service, and administrative functions for the Wealth Management Services program. This role is an entry point into financial services, offering hands-on exposure to wealth management products, member interactions, and operational workflows under the guidance of experienced Financial Advisors.
Key Responsibilities:
Wealth Management and Member Support:
- Develop foundational knowledge of the firm's wealth management products and services
- Assist Financial Advisors in delivering consistent service to members, including managing inquiries when the Advisor is unavailable
- Support scheduling and coordination of the Financial Advisor's appointment calendar
- Provide administrative assistance with member interactions and order processing as licensure and experience allow
Operations and Service Support:
- Coordinate daily workflow and appointment management for assigned Financial Advisors
- Respond to member inquiries and escalate concerns appropriately
- Maintain awareness of current wealth management product offerings and updates
- Perform operational and administrative duties as assigned to support team efficiency
Qualifications:
- Bachelor's degree in Finance, Business, or a related field preferred; relevant coursework or internship experience considered
- Series 7 license preferred; candidates actively pursuing licensure are encouraged to apply
- Life/Health Insurance licensing a plus
- Familiarity with platforms such as Charles Schwab or LPL, Redtail is a plus but not required
- Proficiency in Microsoft Word and Excel
- Strong organizational skills with a proactive, self-starting attitude
- Excellent interpersonal and communication skills
- Ability to manage multiple priorities and work with minimal supervision
Key Competencies:
- Eagerness to learn and grow within the financial services industry
- Strong attention to detail and problem-solving ability
- Professional member service orientation
- Adaptability and team-player mindset consistent with CSI Group's CAPTAG values
This is an excellent opportunity for early-career professionals who are passionate about financial services and eager to build a career in a supportive, growth-oriented environment. If you are organized, curious, and ready to contribute to a high-performing team, we encourage you to apply.
Vacancy posted 3 days ago
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