Apply for Customer Service Associate (Financial Planning)
About this job
Monday-Friday, 9AM-5PM EST. CSA supports advisory team with administrative and client-facing tasks including documentation, record-keeping, and financial data management. Requires 2+ years CSA experience and Microsoft Office proficiency. View full description
Job Type
Full Time (35 hours or more per week)
Published on
Sep 29 2026
Job Category
Accounting and Finance
Work Schedule and Timezone
PST
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