QUALIFICATIONS FOR A CLIENT SERVICE ASSOCIATE2 year degree in Business, Accounting, Finance or other related field, required4 year degree in Business, Accounting, Finance or other related field, preferredA background or working knowledge in tax and estate planning, preferredProficiency in Microsoft Office Suite including Word, Excel, and Outlook. In addition, as a Client Service Associate you will utilize your organizational skills, attention to detail and knack for numbers to assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections and estate tracking support.