Client Services Associate

Client Services Associate (CSA)Alden Investment Group is seeking a highly organized, proactive, and client-focused Client Services Associate (CSA) to join our growing team. This role is essential to delivering a high-quality experience for both advisors and clients and plays a key part in supporting the firm's operational success.The Client Services Associate serves as a trusted resource to advisors, helping them navigate paperwork, platforms, workflows, and service needs with accuracy, urgency, and professionalism. This is an excellent opportunity for someone who enjoys solving problems, improving processes, and being a critical part of a fast-moving, service-oriented organization.About Alden Investment GroupAlden Investment Group is committed to helping independent advisors grow by delivering the operational infrastructure, service, and platform support they need to serve clients at a high level. We value responsiveness, accountability, innovation, and a mindset of continuous improvement.Position OverviewAs a Client Services Associate, you will support advisors across a range of operational and service needs, including onboarding, paperwork, workflow management, issue resolution, and platform adoption. The right candidate is detail-oriented, tech-comfortable, service-minded, and able to manage multiple priorities in a dynamic environment.Key ResponsibilitiesServe as a subject matter expert on paperwork, forms, and process requirements across multiple custodial platforms.Assist with advisor onboarding and training, helping new advisors transition smoothly onto the platform.Respond to inbound phone calls and emails in a timely, professional, and solutions-oriented manner.Generate advisor paperwork and reports with a high degree of accuracy and attention to detail.Identify opportunities to automate, increase efficiency, and improve service workflows.Proactively identify and resolve Not In Good Order (NIGO) items.Monitor workflow status and collaborate with custodians and internal stakeholders to resolve issues quickly.Communicate proactively with advisors regarding status updates, outstanding items, and next steps.Stay informed about policy, procedural, and operational changes that impact advisors and the firm.Support advisor platform adoption by sharing best practices and helping advisors use available tools and resources effectively.Build a strong understanding of advisors' service needs and operational workflows to provide thoughtful, consultative support.Escalate complex issues appropriately while maintaining ownership and follow-through through final resolution.Contribute to practical, scalable, and innovative process improvements.Approach each interaction with a proactive, client-focused mindset and a willingness to ask what else can be done to help.QualificationsStrong written and verbal communication skills.Excellent attention to detail and organizational skills.General proficiency with business technology systems and applications.Experience with Google Workspace and Microsoft Office, especially Word and Excel.Ability to work independently and remain productive in a remote environment when needed.Ability to thrive in a fast-paced environment and manage multiple tasks with competing priorities.Strong problem-solving skills and a high level of personal accountability.A customer-first mindset and commitment to delivering an outstanding service experience.A focused, dedicated, and entrepreneurial approach to work.Interest in learning the financial services industry and the operational needs of independent advisors.Preferred ExperienceExperience with or familiarity in the following areas is a plus:Asset management and TAMP platforms such as Amplify, AssetMark, Brinker, or SEIPortfolio accounting and reporting systems such as Addepar, Black Diamond, Orion, or TamaracCustodial platforms, including account opening, servicing workflows, and required formsClearing firm systemsCRM systems such as Monday.com and WealthboxDocuSignWhat We’re Looking ForThe ideal candidate is someone who is dependable, resourceful, and energized by helping others. They are comfortable balancing detail-oriented work with fast-moving service needs, and they take pride in solving problems, improving processes, and supporting advisor success.Salary & BenefitsCompensation commensurate with experienceBenefits package, including 401(k), health insurance, paid vacation, and sick leave.