Senior Client Account Service Associate
Tampa, Florida, United States of America
Contract
2 weeks ago
$63 - $67 USD
Key skills
AISalesforceCommunication
About this role
RESPONSIBILITIES:
Kforce's client, a leading financial services organization in Tampa, FL is seeking a Senior Client Account Service Associate (CASA) to deliver exceptional client experience while supporting Wealth Advisors and advisory teams. This position serves as a trusted resource for clients and internal stakeholders, handling complex account servicing activities, providing operational expertise, and ensuring seamless execution across the client lifecycle.
Responsibilities:
* Deliver a high-touch client experience by proactively addressing client needs, resolving issues, and managing complex service requests
* Serve as a key operational partner to Wealth Advisors, supporting client relationship management and account administration activities
* Process and manage account maintenance, money movements, transfers, account openings, and account closures while adhering to regulatory requirements and internal controls
* Coordinate with operations, trading, compliance, and technology teams to resolve client account issues and ensure timely execution of service requests
* Maintain accurate documentation and workflows within Salesforce Financial Services Cloud (FSC) and other service platforms
* Act as a subject matter expert on account structures, financial products, custodial requirements, and operational processes
* Support compliance reviews, audits, regulatory requests, and documentation oversight with minimal supervision
* Identify opportunities to improve service delivery, streamline workflows, and enhance operational efficiency
* Mentor peers and contribute to a collaborative, high-performance service culture focused on accountability and client satisfaction
* Participate in ongoing professional development and skills-based training initiatives
REQUIREMENTS:
* High School diploma/GED or equivalent required
* 4+ years of financial services, wealth management operations, or client service experience
* Demonstrated experience managing complex account servicing scenarios and resolving client issues independently
* Deep understanding of financial services products, account structures, and operational workflows
* Strong verbal and written communication skills with the ability to build trust and credibility with clients and advisory teams
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking ?Apply Today? you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Kforce's client, a leading financial services organization in Tampa, FL is seeking a Senior Client Account Service Associate (CASA) to deliver exceptional client experience while supporting Wealth Advisors and advisory teams. This position serves as a trusted resource for clients and internal stakeholders, handling complex account servicing activities, providing operational expertise, and ensuring seamless execution across the client lifecycle.
Responsibilities:
* Deliver a high-touch client experience by proactively addressing client needs, resolving issues, and managing complex service requests
* Serve as a key operational partner to Wealth Advisors, supporting client relationship management and account administration activities
* Process and manage account maintenance, money movements, transfers, account openings, and account closures while adhering to regulatory requirements and internal controls
* Coordinate with operations, trading, compliance, and technology teams to resolve client account issues and ensure timely execution of service requests
* Maintain accurate documentation and workflows within Salesforce Financial Services Cloud (FSC) and other service platforms
* Act as a subject matter expert on account structures, financial products, custodial requirements, and operational processes
* Support compliance reviews, audits, regulatory requests, and documentation oversight with minimal supervision
* Identify opportunities to improve service delivery, streamline workflows, and enhance operational efficiency
* Mentor peers and contribute to a collaborative, high-performance service culture focused on accountability and client satisfaction
* Participate in ongoing professional development and skills-based training initiatives
REQUIREMENTS:
* High School diploma/GED or equivalent required
* 4+ years of financial services, wealth management operations, or client service experience
* Demonstrated experience managing complex account servicing scenarios and resolving client issues independently
* Deep understanding of financial services products, account structures, and operational workflows
* Strong verbal and written communication skills with the ability to build trust and credibility with clients and advisory teams
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking ?Apply Today? you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.