Pros: great pay, an autonoumous environment, and a faced paced dynamic workplace.
Cons: short term assignment, the downtown location was far from frisco, tx
The CSA position was a dynamic role that I adjusted to fairly quickly as the temporary position was to cover a CSA on maternity leave.
The wealth managers I worked with were some of the top in the company and the division was in the process of undergoing several organizational changes. It was a wonderful experience and I met exceptional professionals during my time there.
A typical day included processing trades, preparing meeting arrangements and materials, providing research, resolving any client inquiries, and back office support with private placements, limited partnership and other investments.