Top 2 Senior client services associate Jobs in Sarasota, Fl

Senior Registered Client Service Associate (Licensed)
Steiner Wealth Management —Lakewood Ranch, FL
- $85,000 - $105,000 a year
- Full-time
- 5 years
- In-person
- Senior level
- Health insurance
- 401(k)
Quick Apply
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Crowe —Sarasota, FL
- $142,900 - $301,300 a year
- Full-time
- 7 years
- Computer Science
- Mentoring
Quick Apply
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Senior Registered Client Service Associate (Licensed)

Steiner Wealth Management
Lakewood Ranch, FL

Quick Apply

Job Details

Full-time
$85,000 - $105,000 a year
14 days ago

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Customer communication
Interpersonal skills
Series 66
Series 7
FINRA License
Series 65
Life & Health Insurance License
Account management
Series 63

Full Job Description

Overview

We are an established wealth management practice serving a substantial book of high-net-worth clients, seeking a seasoned Registered Client Service Associate to serve as the operational backbone of the practice. This is a senior, client-facing role for someone who has done this work for years, values precision, and takes pride in accurate and efficient execution. Our practice works across multiple custodians and spans advisory, brokerage, and insurance-based solutions, so we need someone comfortable moving accurately between different platforms and product types. You will be trusted with client relationships and account activity from day one.

Responsibilities

Onboard new clients: open and fund accounts, complete and submit paperwork accurately, and manage the full setup process end to end
Execute and process advisory and brokerage activity promptly and correctly across multiple custodial platforms
Support the processing and servicing of annuity, life insurance, and long-term care cases
Serve as a point of contact for clients on service matters, account questions, and follow-up
Maintain records in the CRM and ensure data integrity across all systems
Coordinate account maintenance, transfers, distributions, and required documentation
Partner directly with the lead advisor to prepare for client reviews and meetings
Ensure all activity complies with firm and regulatory requirements
Direct and Review Client Service Coordinator's work

Qualifications

Active FINRA Series 7 and Series 66 (or 63/65) - required
Florida Life & Health insurance license (or willingness to obtain) - preferred
5+ years of experience as a registered client associate, registered sales assistant, or client service associate at a broker-dealer, RIA, or wirehouse
A demonstrable track record of accuracy you do not make data-entry or trade-entry mistakes, and you can speak to how you ensure such
Fluency with wealth management platforms and CRMs
Comfort working across advisory, brokerage, and insurance product lines
Strong client communication skills and sound professional judgment
Ability to manage competing priorities in a busy practice without sacrificing precision

Why Join Us

Above-market compensation for the right professional. We are willing to pay a premium for excellence ($85,000–$105,000 base + performance bonus (10–20%, commensurate with experience)
A single, established advisor and a stable, high-quality client base
Direct impact and real ownership of the client experience
Supportive environment with dedicated administrative support handling clerical workload

Pay: $85,000.00 - $105,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Application Question(s):

Ability to manage competing priorities in a busy practice without sacrificing precision
What security and related licenses do you currently have?

Experience:

Registered client assoc., sales asst, or client serv assoc.: 5 years (Preferred)

License/Certification:

Active FINRA Series 7 and Series 66 (or 63/65) (Required)
Florida Life & Health insurance license (Preferred)

Work Location: In person

Quick Apply

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senior client services associate jobs in sarasota, fl

Senior Registered Client Service Associate (Licensed)

Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect

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