Client Services Associate
Sax Llp•Parsippany-Troy Hills, NJ
451d
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About The Position
The Client Services Associate (CSA) at Sax Wealth Advisors plays a crucial role in supporting the operations of the firm by delivering exceptional service to clients and assisting the team of wealth advisors. This position involves coordinating with clients, processing paperwork, handling administrative tasks, and ensuring a client-focused experience. The CSA is essential in fostering client relationships, maintaining operational excellence, and contributing to the overall success of the firm.
