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Client Service Associate
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$65,000 - $80,000 a year
Full-time
- We are seeking an experienced Client Service Associate (referred to at Parcion as Client Service Specialist or CSS) to join our firm.
- The CSS works closely with our entire Advisory Department, Operations and the Investment Management Department to diligently craft every aspect of the client experience.
- The Client Service Specialist is one of the firm’s most critical client relationship team members.
- This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.
- Special Projects: Oversee and manage special projects which could include strategic client, COI and/or family office network development, fee reconciliation, philanthropic efforts, and the integration of 3rd party software, such as Salesforce (CRM) or other applications.
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