Client Service Associate

Job Type Full-time Description The Client Service Associate (CSA) is a member of TCIs Client Service Team and plays a critical role in delivering an exceptional client experience by supporting Advisors, anticipating client needs, and ensuring operational excellence. Client Service Associates support client and advisor service activities through TCIs pod-based service model and centralized workflows. Responsibilities evolve across levels from foundational task execution and systems learning to independent ownership of client service activities and, at more advanced levels, mentorship, problem solving, and contribution to team effectiveness. Requirements PRIMARY RESPONSIBILITIES Employees in this role contribute to the following areas with increasing independence, complexity, scope, and acco