Hiring a CSM Assistant

November 19, 2025

Team structure is key to scaling a firm. Clear roles and smart delegation free team members for high-value work. This session explores how a CSM Assistant can boost efficiency, improve client experience, and strengthen pod design to support firm growth and culture.

Learning Objectives:

• Explain how a CSM Assistant strengthens pod-based team structures by enabling delegation and role clarity.
• List the operational, cultural, and client service benefits of integrating a CSM Assistant into their firm’s structure.

Intended Audience: This session is for firm owners and leaders who may be responsible for staff development or firm hiring.

CPE available: 1 credit