Client Service Associate

Independent Financial Partners (IFP); Tampa (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Paid time off and company holidays

Professional development and career成长

Collaborative, supportive culture

Job summary

Independent Financial Partners (IFP) is seeking a Client Services Associate to support the client service team and assist advisors with operational, administrative, and account servicing tasks.

You will handle account paperwork, transfers, and money movements, while coordinating with custodians to ensure timely, accurate processing and a superior client experience.

Qualifications

• Experience in wealth management or financial services.
• Familiarity with brokerage and advisory account types.
• Experience with custodians such as Schwab, Fidelity, Pershing.
• Experience preparing or processing new account paperwork, account maintenance, transfers, or money movement requests.
• Experience using CRM or workflow systems in a professional services environment.
• Strong organizational and time management skills with attention to detail.
• Excellent written and verbal communication skills.
• Collaborative, client-first mindset and commitment to service.

Responsibilities

• Serve as the primary operational support resource for a dedicated group of financial advisors.
• Prepare and process new account paperwork and account maintenance requests.
• Coordinate account transfers, rollovers, beneficiary updates, and money movement requests.
• Communicate with custodians such as Schwab, Fidelity, Pershing, and other financial institutions to resolve service requests.
• Track requests from initiation through completion while informing advisors.
• Maintain accurate client information within firm systems.
• Assist advisors with client meeting preparation and follow-up.
• Collaborate with internal departments to ensure timely and accurate completion of requests.
• Identify opportunities to improve processes and enhance the advisor experience.
• Deliver timely, accurate, and professional service while managing multiple priorities.

Skills

Client service

Organization

Communication (written)

Communication (verbal)

Time management

Collaboration

Tools

CRM systems

Job description

Independent Financial Partners (IFP) is one of the nation's leading independent wealth management platforms, supporting hundreds of financial advisors across the country with technology, operations, compliance, investment solutions, and practice management resources.

As our firm continues to grow, we're looking for a Client Services Associate to join our Client Services team. This team serves as a dedicated extension of the financial advisors we support, helping them deliver an exceptional experience to their clients through operational, administrative, and account servicing support.

If you're highly organized, enjoy helping others, and are looking to build a long-term career in the financial services industry, we'd love to hear from you.

About the Role

As a Client Services Associate, you'll serve as a trusted extension of a select group of financial advisors, helping manage the day-to-day operational needs of their practices and ensuring an exceptional experience for both advisors and their clients.

You'll coordinate client service requests, prepare account paperwork, work directly with custodians, and help ensure requests are completed accurately and efficiently. While much of your work happens behind the scenes, your contributions have a direct impact on the advisors we support and the clients they serve.

This role is ideal for someone who enjoys problem-solving, thrives in a fast-paced environment, and takes pride in delivering exceptional service.

What You'll Do

• Serve as the primary operational support resource for a dedicated group of financial advisors.
• Prepare and process new account paperwork and account maintenance requests.
• Coordinate account transfers, rollovers, beneficiary updates, and money movement requests.
• Communicate with custodians such as Schwab, Fidelity, Pershing, and other financial institutions to resolve service requests.
• Track requests from initiation through completion while proactively keeping advisors informed.
• Maintain accurate client information within firm systems.
• Assist advisors with client meeting preparation and follow-up.
• Collaborate with internal departments to ensure timely and accurate completion of requests.
• Identify opportunities to improve processes and enhance the advisor experience.
• Deliver timely, accurate, and professional service while managing multiple priorities.

What We're Looking For

The ideal candidate is organized, dependable, and enjoys helping others succeed. You're someone who takes ownership of your work, communicates well, and thrives in a fast-paced, detail-oriented environment.

Preferred Qualifications

• Experience in wealth management, financial services, banking, or a related industry.
• Familiarity with brokerage and advisory account types and account servicing.
• Experience working with custodians such as Schwab, Fidelity, Pershing, or similar institutions.
• Experience preparing or processing new account paperwork, account maintenance requests, transfers, or money movement requests.
• Experience using CRM or workflow systems in a professional services environment.
• Strong organizational and time management skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• A collaborative, client-first mindset and commitment to delivering outstanding service.

Candidates without direct wealth management experience will also be considered if they demonstrate exceptional customer service skills, strong administrative abilities, and a genuine desire to build a long-term career in the financial services industry.

Why Join IFP?

At IFP, you'll become part of a collaborative team that believes in continuous improvement, innovation, and investing in our people. You'll have the opportunity to learn the wealth management industry, develop valuable operational expertise, and grow your career within a dynamic and expanding organization.

We offer:

• Competitive compensation
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and company holidays
• Professional development and career growth opportunities
• A collaborative, supportive culture where your contributions make a real impact

About Independent Financial Partners

Independent Financial Partners (IFP) is an independent wealth management platform dedicated to helping financial advisors build stronger businesses and better serve their clients. Through innovative technology, operational support, compliance expertise, investment solutions, and practice management resources, we empower advisors to focus on what matters most—serving their clients and growing their businesses.

Independent Financial Partners is proud to be an Equal Opportunity Employer and is committed to fostering an inclusive workplace where all employees can thrive.