Our Client 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