The CSA Lead will serve as a senior client service leader within the practice, providing exceptional support to advisors and clients while helping lead and mentor the client service team. The ideal candidate has 5+ years of experience in a broker-dealer, RIA, or wealth management environment and at least 2 years of leadership, management, or mentorship experience. Series 7 and 63 are preferred, or the ability to obtain them within 90 days.
5+ years of experience in a broker-dealer, RIA, wealth management, or financial services environment.
2+ years of leadership, management, or mentorship experience, with the ability to guide, develop, and support a client service team.
Strong understanding of wealth management operations, client service, and advisor support.
Proven ability to manage priorities, improve processes, and deliver an exceptional client experience in a fast-paced environment.
Series 7 and Series 63 preferred, or willingness to obtain required licenses within 90 days of employment.
Excellent communication, organization, problem-solving, and relationship-management skills.
Ability to serve as a senior resource and team leader, while remaining hands-on with high-level client service responsibilities.
To apply, send your resume to, china@keyconsultingaz.com or emma@keyconsultingaz.com