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Client Service Associate
Job Description Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our Winter Park office is growing and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for utilizing the client relationship model & turnkey tools. Activities may include, but are not limited to: servicing clients by gathering & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as needed. In addition to supporting advisors, you'll be a part of our operations team to provide the branch with general administr


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