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Client Service Associate (CSA) at Baker Tilly - ApplyBlast

Client Service Associate (CSA)

Baker Tilly

1 month ago

Madison, Wisconsin, United States

Onsite

Full Time

Medior

0 applicants

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About this role

Baker Tilly is seeking a detail-oriented Client Service Associate to serve as a key point of contact for clients within its Registered Investment Advisor firm. The role supports financial advisors by managing account administration, client communications, and operational coordination to ensure an exceptional client experience. The ideal candidate will be highly organized and proactive in delivering outstanding service while maintaining efficient advisory practice operations.

Responsibilities

Serve as primary point of contact for client service requests and inquiries
Prepare and process account opening, transfers, and beneficiary updates
Assist advisors with client review preparation and generate performance reports

Skills

Qualifications

Bachelor's degreeFINRA Series 65

About Baker Tilly

bakertilly.com

Headquarters

Chicago, Illinois, United States

Company Size

5001-10000 employees

View Profile

Baker Tilly is a top 10 advisory, tax, and assurance firm that brings enterprise-level thinking closer to middle-market businesses through guidance built around how they actually operate. The firm delivers advisory, tax, and assurance services across 30+ industries — including construction, healthcare, real estate, government, and private equity — helping organizations manage risk, improve performance, and pursue growth. Baker Tilly operates coast to coast and globally as an independent member of Baker Tilly International.