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Financial Services Operations Associate — Client & Compliance

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: Concurrent
Full Time position
Listed on 2026-08-28
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Concurrent in Tampa, FL is seeking a Central Operations Associate to support Financial Advisors and clients. The role focuses on onboarding, account management, regulatory compliance, and meticulous client record-keeping.

It offers collaboration with a national advisor network and requires strong organizational skills to manage multiple priorities in a fast-paced environment. The position is full-time at our Tampa office, with a compensation range of $60,000 to $90,000 per year and comprehensive

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Position Requirements
10+ Years work experience
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