# Client Services Associate (CSA), Highland RIM Wealth Management

**Company:** [Kestra Financial Independent Advisor](http://jobs.workable.com/companies/cFi3oHSuLbBK6CmEsBiHMt.md)
**Location:** Tullahoma, United States
**Workplace:** on site
**Employment type:** Full-time
**Department:** Financial Services

[Apply for this job](http://jobs.workable.com/view/2208e2c8-3516-417c-9dcc-f63cb22d2af8)

## Description

![](https://production-common-tmp.s3.amazonaws.com/uploads/photos/1787661180-78503fa041d6c79fdf98a51e628d6ab9/a2a88495de9b868c1174ff00da2ef1a7.jpeg?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIA27KPZUMHBL4OIVXX%2F20260825%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260825T123300Z&X-Amz-Expires=43200&X-Amz-SignedHeaders=host&X-Amz-Signature=3278d68c3f8e93f7beb3370d267dcba10cf2648e9e92625d840f5f5acbd5a4dc)The Client Services Associate (CSA) plays a vital role in supporting the firm’s daily operations and long-term growth. This position serves as the first point of contact for clients, delivering exceptional service while managing a variety of administrative and operational responsibilities.  This successful candidate will have excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

## Requirements

**·  Key Responsibilities**

·         Provide white-glove service to new and existing clients.

·         Act as the primary contact for inbound client communications.

·         Prepare documentation for account openings, transfers, distributions, and other transactions.

·         Monitor client onboarding progress and ensure timely follow-up.

·         Coordinate scheduling and calendar management for the advisor.

·         Maintain accurate and up-to-date records in the CRM and custodian portals.

·         Assist with data entry, report generation, and preparation for client meetings.

·         Liaise with back-office teams and vendors to resolve client issues.

·         Support trading and account maintenance activities under advisor supervision.

·         Manage multiple and competing priorities daily in pursuit of business objectives.

·         Small amount of annual travel may be required for training.

### Supervisory Responsibilities

·         None

### Qualifications

·         Strong interpersonal and communication skills.

·         Exceptional attention to detail and follow-through.

·         Proficiency in Microsoft Office Suite; CRM experience is a plus.

·         Highly organized with the ability to manage multiple tasks independently.

·         Ability to build relationships with clients and internal partners without direct control.

·         Adaptable and committed to continuous learning.

### Education and Experience

·         Experience in financial services preferred.

·         The ideal candidate will have good understanding of broker/dealer operations and financial services products,

including but not limited to equities, bonds, mutual funds, annuities, insurance, and managed accounts.

·         Bachelor’s degree preferred; high school diploma required.

·         Ability and desire to obtain FINRA Series 7 and 65 licenses

### Physical Requirements

·         Prolonged periods sitting at a desk and working on a computer.

·         Must be able to lift up to 15 pounds at times.