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Senior Client Service Associate, Financial Services

Job in Winter Haven, Polk County, Florida, 33884, USA
Listing for: Raymond James
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services company in Winter Haven, FL, is seeking a Senior Registered Client Service Associate. This individual will provide high-quality administrative support to Financial Advisors and clients, managing a range of services from client onboarding to trading. The ideal candidate should have over five years in financial services, strong communication skills, and proficiency in client management software. Join an evolving team aiming for operational excellence and client satisfaction.
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Position Requirements
10+ Years work experience
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