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Client Service Associate II (CSA II)

The Client Service Associate II (CSA II) plays a key leadership role in enhancing the client experience by providing high-level operational and administrative support to Financial Advisors, Financial Planners, and the Investment Team. This position is responsible for managing complex client requests, supervising junior operations staff, overseeing billing processes, and ensuring operational excellence. CSA IIs uphold AllGen’s high service standards while mentoring team members and continuously improving client experience. People Management: This role includes supervisory responsibilities, including training, mentoring, and overseeing the client experience and performance of junior operations staff.

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If you are interested, please email resume to careers@allgenfinancial.com.