Client Service Associate

Sage Financial Group is looking for a passionate, detail-oriented professional to join our team as a Client Service Associate (CSA).

The CSA works closely with other team members as a liaison with the firm’s custodians, primarily Charles Schwab and Fidelity. The position assists with all account administration, provides transactional support to the wealth management teams, and helps with the ongoing refinement of the firm’s account administration processes and capabilities so that the team can stay ahead of clients’ needs and deliver exceptional client service.


  • Open and close financial accounts
  • Process wire and transfer requests
  • Update accounts
  • Help prepare the paperwork necessary for trusts, 529, and custodial accounts
  • Manage estate distributions
  • Assist clients with completing and submitting forms and requests to custodians
  • Help maintain the accuracy, robustness, and consistency of the firm’s data
  • Produce daily and quarterly reports for Sage’s wealth managers


  • Foster a collaborative team environment
  • Subject matter expert for the firm’s digital signature adoption tools
  • Share specialized knowledge of our custodians’ processes, requirements, and technologies
  • Support Sage’s private equity team with custodian transactions
  • Participate in the onboarding of new team members who will work with the custodial platforms
  • Accept ownership for accomplishing new and different requests
  • Participate in firm-wide initiatives related to enhancing internal processes and the overall client experience
  • Assist with general operations and administrative tasks as needed
  • Adhere to compliance best practices


  • Associate degree; 3+ years of professional experience required
  • Precise and efficient; detail‐oriented with a strong work ethic
  • High level of comfort with technology
  • Strong organizational and time‐management skills
  • High ethical standards
  • Robust interpersonal, communication, and listening skills
  • Intellectual curiosity and a growth mindset
  • Proficient in Microsoft Office, particularly Excel, customer relationship management software, and other technologies
  • Self‐motivated, independent thinker with problem‐solving abilities
  • Team player

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