ZipRecruiter

Log In

1

Senior Client Associate Jobs in Riverview, FL (NOW HIRING)

dfb

Sr Client Server Specialist - Florida

Tampa, FL

We are seeking a full time Sr Client Server Specialist to join our team in Florida. This role will ... Associate degree in related field, or equivalent education and/or work experience. * Two years ...

dfb

Sr Client Server Specialist - Florida

Tampa, FL · On-site

We are seeking a full time Sr Client Server Specialist to join our team in Florida. This role will ... Associate degree in related field, or equivalent education and/or work experience. * Two years ...

Spartan Placements, LLC

Senior Tax Associate

Tampa, FL · Hybrid

$77K - $95K/yr

Tax Senior Associate Location: Tampa, Florida Work Model: Hybrid / On-Site Overview A growing ... This integration strengthens technical capabilities, expands client service offerings, and creates ...

Office Depot

Retail Part Time Sr. Store Associate

Tampa, FL · On-site

$14.25 - $17/hr

... client satisfaction. The Sr. Store Associate will support a customer-centric environment, engagement with the local community, all while contributing to a positive culture aligned with the Office ...

next page

Showing results 1-20

All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Riverview, FL

Senior Client Associate information

See Riverview, FL salary details

$25.9K

$66.2K

$118.6K

How much do senior client associate jobs pay per year?

As of Jul 31, 2026, the average yearly pay for senior client associate in Riverview, FL is $66,178.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $84,700.00 per year, depending on experience, location, and employer.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with internal teams, and use CRM tools to maintain accurate client records.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

Is senior associate a high position?

A senior associate is generally considered a mid- to senior-level position within a company, often indicating increased responsibility, experience, and expertise compared to entry-level roles. In many organizations, it is a stepping stone toward higher managerial or leadership roles, and it may require specialized skills or certifications. The exact level can vary depending on the industry and company structure.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

Is a CSA job stressful?

A Senior Client Associate (CSA) role can be stressful due to high client expectations, tight deadlines, and the need for strong communication and organizational skills. The level of stress varies depending on workload, firm culture, and individual experience, but managing multiple client accounts often requires multitasking and problem-solving under pressure.

What is the highest paid customer service job?

Senior client associate roles in financial services or investment firms tend to be among the highest paid customer service-related positions, often offering six-figure salaries with bonuses. These roles typically require strong industry knowledge, client management skills, and relevant certifications such as FINRA licenses.
What job categories do people searching Senior Client Associate jobs in Riverview, FL look for? The top searched job categories for Senior Client Associate jobs in Riverview, FL are:
What cities near Riverview, FL are hiring for Senior Client Associate jobs? Cities near Riverview, FL with the most Senior Client Associate job openings:
Senior Client Associate jobs near you

Senior Client Manager

IMA Financial Group

Saint Petersburg, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

ROLE DESCRIPTION:
Oversees highly complex or strategically significant client relationships and delivers high touch, advisory service. This role leads complex engagements and may mentor staff or support market level initiatives.
ESSENTIAL JOB DUTIES include but are not limited to:
• Manages dedicated Book of Business: high-revenue, high-complexity or strategically significant book, often including more complex funding models (e.g., self-funded, custom-designed plans) and key accounts with high-touch, high-frequency service needs.
• Drives expert client lifecycle management, including escalated issue resolution and strategic advisory support.
• Collaborates with Producers and internal partners on prospect support and service optimization.
• Leads complex renewals, funding strategies, vendor negotiations, and long-term lifecycle planning for key accounts.
• Contributes to workload evaluation and engagement in process improvement.
• Coaches and mentors Client Managers and support staff.
KEY STRENGTHS AND TRAITS include but are not limited to:
• Exemplary oral & written communication skills
• Analytical thinking
• Conflict management
• Systems thinking: ability to manage complexity and interdependencies.
QUALIFICATIONS
• Active Life & Health License
• 5+ years relevant experience
• Self-funding experience
• Technical application skills: OE guide applications
• Strong market insight - with ability to leverage to support client strategy and segment-specific needs
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

What IMA Financial Group employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply