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For professionals who work as CSAs in the Financial/Wealth Management space
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Anyone else work for an independent financial advisor in a 2-person firm? I started new in the industry 5 yrs ago when my advisor was at a big clearing house. He went independent a year later, I went … more

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Hi everyone. I have an upcoming interview for a Client service associate position in a mid-sized wealth management firm. I have over 4 years of experience in Banking and financial operations and never… more

Hi, I accept a role as a client service associate. Any advise as I start this new journey? 😊

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What’s a fair pay for this job?

What’s average salery and comp structure? add region and revenue / FA coverage

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Hello! Hello! Finally getting some traction here! I say we can start some activity by sharing our current job, experience, and company. Go!

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Anyone worked for fidelity or blackrock in this role or as a high net worth associate? How was your experience? I'm thinking of leaving vanguard due to low Pay and RTO.

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Want to create a space for this role as I have not found one already created. Looking to share experiences with other professionals in this demanding role , which in my experienced does not get enough… more

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