St. Petersburg, FL30+ days ago
We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. The Associate serves as the primary contact with clients and external advisors and acts as liaison between the client/advisor, Relationship Manager and operations, coordinating the processing of all requests, ensuring adherence to regulatory compliance.