Client Services Associate jobs in United States
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CSI · 11 hours ago

Client Services Associate

positionRoseville, CA
timeFull-time
remoteOnsite
seniorityEntry Level
money$70K/yr - $75K/yr
date1+ years exp

CSI is a financial services company seeking a Client Services Associate to assist several financial advisors. The role involves servicing a growing client base, managing client communications, and providing administrative support to registered representatives.

Financial ServicesInformation TechnologySoftware

Responsibilities

Communicate with clients daily regarding stock quotes, buy vs. sales scenarios, and other related matters
Maintain customer account information including updating files and records and handling written correspondence
Provide administrative support to assigned Registered Representative(s) including, calendar management, travel arrangements, client and prospect presentations
Work with back-office systems including FIS to enter trades and other account information
Address all client service problems and maintain Problem/Solution Log to keep Registered Representative(s) aware of service problems underway and to what level managed to client’s satisfaction
Act as gatekeeper for Registered Representative during prime market time
Assist with special projects and tasks as assigned

Qualification

Series 7 licenseSeries 63 licenseFinancial services experienceMS Office proficiencyPortfolio Software knowledge

Required

HS Diploma or GED
1+ year of experience in the brokerage/financial services industry as a Registered Client Service Associate
Series 7 and 63 or 66 license
Strong proficiency in MS Office with knowledge of Portfolio Software

Benefits

Life insurance

Company

CSI

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As a forward-thinking financial technology and software partner, we help community and regional banks, as well as organizations worldwide, solve their customers’ needs through open and agile technologies.
dateFounded in 1965
location
Paducah, Kentucky, USA
people-size1001-5000 employees
web-link
http://www.csiweb.com

Funding

Current Stage
Public Company
Total Funding
unknown
Key Investors
TA Associates
2024-01-10Private Equity
2022-08-22Acquired
2000-06-30IPO

Leadership Team

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Troy Bradley
Chief Technology Officer
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Linda Fischer
Chief Operating Officer
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Recent News

Business Wire
CSI NuPoint® Becomes the No. 2 Most-Used Core Banking Platform in the US, Per FedFis
2025-12-11
Business Wire
CSI Unveils New Operating Model, Leadership Appointments to Accelerate Innovation for Financial Institutions
2025-12-09
MarketScreener
Computer Services, Inc. acquired Apiture, Inc.
2025-10-23
Company data provided by crunchbase