The ideal candidate may come from a bank teller, personal banker, retail banking, financial services support, or similar client-facing operations background where they have learned the basics of account ownership, registrations, documentation, and transaction accuracy without being overly experienced or set in another firm’s way of doing things. The Client Service Associate should be willing to learn and work within Gatewood’s operational technology environment, which may include custodial platforms, CRM workflows, electronic signature tools, client portal processes, document storage, Microsoft 365, and internal task management procedures.