Senior Client Services Associate Salaries in Florida

Sets up and maintains analysis composites to ensure accurate data representation, collaborates with cross-functional teams to integrate necessary account…

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

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).

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

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

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