Join our team of hard-working
and passionate professionals!
Join Our Team!
At Affinia, our client relationships are at the center of everything we do. Our in-person office environment is all about the highly interactive nature of our work and the quality of service we offer and provide.
We are a fast-growing RIA offering personalized financial planning and investment management services to individuals, families and trustees. Our core competency is helping families plan, save and invest for their future and our culture- informed by our firm’s niche practice- is one of professionalism, support and caring.
Is a team that’s hardworking, passionate and always looking to do their best for clients and colleagues for you?
Check out our current openings:
CLIENT SERVICE ADMINISTRATOR (CSA)
As a member of the Client Service Team, the Client Service Administrator (CSA) will be responsible for paperwork, preparing client reports and maintaining contact with clients to provide or obtain updated information. This role requires the ability to efficiently manage requests, tasks and calendars within Salesforce and to coordinate client service needs with advisors and other team members.
A Bachelor’s degree and 1+ years working in the financial services industry is required.