13 results for Client Service Associate Jobs in Coral Gables, FL, US

Position SummaryRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading wi...

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Position SummaryRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the clientexperience through an elevated standard of care. The Registered CSA assists with the development andgrowth of business through engaging and utilizing the full capabilities of the fir...