The Client Service Associate serves as the primary point of contact for clients, delivering exceptional service and support via phone, email, and in person. This role is responsible for scheduling client meetings, preparing documentation, processing account maintenance requests, and ensuring the timely completion of new account paperwork. The CSA maintains accurate client records, supports compliance with FINRA, SEC, and firm policies, and coordinates with custodians and financial institutions to resolve account-related matters. Additional responsibilities include managing advisor calendars, preparing reports and correspondence, handling general office administration, and assisting with client events, communications, newsletters, and marketing initiatives.