Client Service Associate (CSA)

Client Service Associate (CSA)

Role Overview

Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client‑centric wealth management experience. The CSA will serve as a key point of contact for clients and play a critical role in day‑to‑day account servicing, operational support, and administrative coordination for a growing wealth management practice.

This role is ideal for a detail‑oriented professional with strong client service skills, a collaborative mindset, and an interest in building a long‑term career within wealth management.

Key Responsibilities

Client Service & Relationship Support

• Serve as a primary point of contact for clients, responding promptly and professionally to service requests and inquiries.
• Support Financial Advisors in delivering a seamless and high‑quality client experience.
• Assist with client onboarding, including account opening documentation, maintenance requests, and periodic updates.
• Coordinate client meetings, prepare materials, and follow up on action items.
• Coordination of marketing events and internal expense management and reimbursement.
• Creating marketing materials that reflect client proposals, and liaising with compliance and design.
• Coordination of Travel and Entertainment and expense reimbursement.
• Maintenance of CRM and Calendar information with respect to client interactions.

Account & Operational Support

• Process account transactions, including money movements, distributions, and transfers, in accordance with firm policies.
• Monitor account activity and follow up on outstanding items or documentation.
• Assist with client reporting, statements, and general account inquiries.
• Partner with internal operations, compliance, and trading teams to resolve issues efficiently.

Administrative & Practice Management

• Maintain accurate client records and documentation in firm systems.
• Support practice management initiatives, workflow organization, and process improvements.
• Assist with preparation of presentations, reports, and client correspondence.
• Ensure adherence to regulatory requirements, firm policies, and compliance standards.

Qualifications

Required

• Bachelor’s degree or equivalent professional experience.
• 1–4 years of experience in wealth management, private banking, financial services, or a client service role.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast‑paced, client‑focused environment.
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint).

Preferred

• Experience supporting Financial Advisors or Relationship Managers in a wealth management setting.
• Familiarity with brokerage and advisory accounts, including custodial and operational processes.
• Series 7 and Series 66 licenses (or ability to obtain within a specified timeframe).
• Experience working with high‑net‑worth or ultra‑high‑net‑worth clients.

Key Competencies

• Client‑first mindset with a high level of professionalism
• Strong problem‑solving and follow‑through skills
• Collaborative team player with the ability to work independently
• Discretion in handling confidential client information

New York, NY Full Time Salary Range of $95,000-105,000.

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Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we w