Senior Client Services Associate Salaries in Florida

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

Oversees the process of outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses.

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

4 hours ago

Excellent communication skills with the ability to influence senior stakeholders and field leadership. Bachelor’s degree required; Master’s degree preferred (…

Balance cash drawer daily and monitors own work for accuracy. Open and process accounts, perform account maintenance, process checks, cash and the sale of…

10 days ago

Balance cash drawer daily and monitors own work for accuracy. Open and process accounts, perform account maintenance, process checks, cash and the sale of…