The Client Service Associate will help us deliver excellent service to clients and support. You will support the Managing Partner in investment management and delivering outstanding client service. The role requires someone who has fantastic communication skills and likes talking to customers, a desire to learn about and grow in the financial services industry, and a passion for personal development. This position allows the Associate to gain valuable experience in wealth management, develop their communication and analytical skills, and progress toward more client interaction and responsibilities. The ideal candidate will be positive, organized, detail-oriented, motivated and have the ability to change course quickly.