Senior Client Service Associate, Wealth Operationsnew

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

The Senior Wealth Client Service Associate (Senior CSA) serves as a senior-level member of the client service team, responsible for delivering exceptional client experiences while providing leadership, technical expertise, and operational oversight. Building upon the core CSA responsibilities, this role owns more complex client relationships, serves as a subject matter expert across systems and processes, and plays a critical role in training, mentoring, and driving process improvements. 

The Senior CSA proactively identifies opportunities to enhance the client experience, resolve complex issues, and partners closely with advisors and firm leadership to ensure consistent, high-quality service delivery across the organization.