Client Service Associate – Entry Level - Tampa
2 weeks ago

Job summary
As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.
Responsibilities
- Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
- Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians
- Establish and clear accounts and resolve documentation and transfer issues
Job description
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