Licensed Client Services Associate / Executive Assistant (5851)

NextPath Career Partners; Tampa (FL); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Job summary

NextPath Workforce Solutions is seeking a Client Services / Executive Assistant for our client’s team in Tampa, FL. This onsite, direct hire role offers a salary of $65,000–$70,000 depending on experience. Visa sponsorship is not available; only candidates authorized to work in the US without sponsorship should apply.

The role requires 3–5 years of EA/Client Services experience and a Series 7 license. The successful candidate will handle detailed client meeting notes, daily communications, and

Qualifications

• 3–5 years of EA / Client Services experience.
• Series 7 license required.
• Professional demeanor with heavy client interaction.
• Experience with high-net-worth/financial clients.
• Bachelor’s degree not required.

Responsibilities

• Take detailed notes during client meetings.
• Support daily client communication and follow-up.
• Assist with meeting agendas and note tracking.
• Support operational tasks, including daily summaries.
• Manage client documentation and follow-up actions.
• Support team coordination and cross-training as needed.

Skills

EA / Client Services

Series 7 License

High-net-worth Clients

Professional Demeanor

Collaborative Mindset

No Degree Required

Job description

NextPath Workforce Solutions is currently seeking a Client Services / Executive Assistant to join our client’s team in Tampa, Florida. This is an onsite, direct hire position. SALARY: $65,000 - $70,000 (depending on experience). Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

REQUIREMENTS

• 3-5 years of professional experience as an EA / Client Services Associate
• Series 7 License
• Polished and professional demeanor with heavy client interaction
• Comfortable engaging with high-net-worth/financial clients
• Collaborative, relationship-oriented mindset
• Bachelor's degree is not required

RESPONSIBILITIES

• Take detailed notes during client meetings
• Support daily client communication and follow-up
• Assist with meeting agenda creation and note tracking
• Support operational tasks, including creating daily summaries
• Manage client documentation and follow-up actions
• Support team coordination and cross-training as needed

NEXTPATH WORKFORCE SOLUTIONS

NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles.

We are an Equal Opportunity Employer