Maria E. Socarras
Director of Client Relations at Kaufman Rossin
Based in Miami, United States
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Seniority
Director
Department
Customer/Client Service
Location
Miami
Industry
Accounting
Company size
775
Contact information
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m•••••••@kaufmanrossin.com
Phone
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Background
About Maria E. Socarras
As the Director of Client Experience at Kaufman Rossin Wealth, I am responsible for delivering a personalized, meaningful and superior service experience to the Firm’s clients. I have overall responsibility for ensuring that all client onboarding issues & client concerns are addressed and resolved to the client’s satisfaction. As the Chief Compliance Officer, I manage the Firm’s compliance program to ensure adherence to regulatory & legal requirements as well as internal policies and procedures.
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