Client Services Associate – Fairfield, CT

Date:

The Client Services Associate (CSA) will provide administrative support to the teams of Private Client Advisors comprising our Comprehensive Service Tier. The CSA will be responsible for both daily and recurring administrative tasks that are both internal and client-facing, as well as one-time and cyclical projects on assignment. While this position is operationally and internally focused, the CSA will periodically interact with clients via email and phone.