What are the responsibilities and job description for the Wealth Management CSA/Team Lead position at ARTISTRY WEALTH, LLC?

Job Description

Description :

The Client Service Associate (CSA) / Team Lead provides critical support to the firm and our daily operations. In this role, you will handle some of the normal client service duties listed below, but will also have a CSA Level I as an assistant to handle work. You will act as the Team Lead for the advisor making sure all work is followed through / completed. You will also follow up on work done by support advisors to ensure your lead advisor is prepared for meetings. Ideal candidate will possess strong attention to detail and organizational skills. Above-par compensation package.

Primary duties include :

Account Openings
Money Movement (Journal / ACH / Wire)
Account Maintenance
Resolve custodial issues
Trading / Rebalancing Accounts
Other duties as assigned

Requirements :

Financial Services Experience

Proficient with Microsoft Office, including Outlook, Excel, Word, etc.

Strong attention to detail while working in a fast-paced environment.

Ability to work independently and with a team.

HS diploma or equivalent required; college experience preferred.

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What are the responsibilities and job description for the Wealth Management CSA/Team Lead position at ARTISTRY WEALTH, LLC?

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