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The Client Service Associate (CSA) role is part of the team that is responsible for providing a broad range of high-quality services to existing and prospective clients. We’re not a high-volume operation — we offer thoughtful, high-quality advice and service. We value people who move with purpose and enjoy getting things done.
Job Responsibility:
Providing a broad range of high-quality services to existing and prospective clients
Requirements:
Loves building trusted relationships with clients
Communicates clearly and confidently, both written and verbal
Is organised, detail-oriented, and takes pride in doing things properly
Has positive energy and keeps things moving without needing a push
Experience in financial services or client support is a bonus, but not essential — mindset and capability matter more.
Nice to have:
Experience in financial services or client support
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