Senior Client Account Service Associate

Kforce Inc.

Tampa, FL(remote)

JOB DETAILS
SALARY
$63–$67
SKILLS
Bookkeeping, Cloud Computing, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Satisfaction, Customer Service Management, Customer Support/Service, Documentation, Financial Services, Legal, Maintenance Services, Mentoring, Operations Processes, Presentation/Verbal Skills, Regulations, Regulatory Requirements, Resolve Customer Issues, Salesforce.com, Service Delivery, Short Messaging Service (SMS), Team Player, Time Management, Wealth Management, Writing Skills
LOCATION
Tampa, FL(remote)
POSTED
4 days ago
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.


About the Company

K

Kforce Inc.

Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services. Our KNOWLEDGEforce® empowers top companies to achieve their digital transformation goals. We curate teams of technical experts who deliver solutions custom-tailored to each client’s needs. These scalable, flexible outcomes are shaped by deep market knowledge, thought leadership and our multi-industry expertise.

 

Our integrated approach is rooted in 60 years of proven success deploying highly skilled professionals on a temporary and direct-hire basis. Each year, approximately 18,000 talented experts work with the Fortune 500 and other leading companies. Together, we deliver Great Results Through Strategic Partnership and Knowledge Sharing®.

COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Financial Services
FOUNDED
1962
WEBSITE
http://www.kforce.com/