ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ACCOUNTING FIRM CPA
A Client Service Associate supports financial advisors in delivering comprehensive wealth management services to high-net-worth clients and institutions. The role involves daily business administration, including account opening, documentation processing, and maintaining accurate client records in compliance with industry regulations. This position requires strong relationship management skills and proficiency in financial planning software to contribute to client success.
Headquarters
Orlando, Florida, United States
Accounting Firm CPA, LLC is a full-service accounting firm that specializes in the needs of small to medium-sized businesses in matters of accounting, certified financial statements and tax preparation services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for ACCOUNTING FIRM CPA.
ACCOUNTING FIRM CPA didn’t post a salary, so this is our estimate from similar listings.
28% below the average for this role
Client Service Associate – Financial Planning
SteveRecruiter
Client Service Associate – Financial Planning
MFG Professionals
Client Service Associate – Financial Planning
Joseph Michaels International Recruiters
Client Service Associate – Financial Planning
Vogrinc Search Group
Client Service Associate – Financial Planning
King Recruiting Services
Client Service Associate – Financial Planning
yourtalentteam