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© All Rights Reserved. ApplyBlast.com
Leading Financial Advisory Firm
A growing fee-based financial planning and investment management firm in Tampa, FL is seeking a permanently remote Client Service Associate to join their team. This full-time role focuses on delivering outstanding client experiences through timely communication, accurate processing of trade orders and account paperwork, and managing client deliverables. The position emphasizes work-life balance, teamwork, and professional excellence within a supportive culture.
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 Leading Financial Advisory Firm.
6% below the average for this role