Onsite Ops & Client Service Associate - Financial Planning

NextPath Workforce Solutions; Tampa (FL); Presencial; USD 75 000 - 90 000; Tempo integral

Resumo da oferta

NextPath Workforce Solutions is seeking an Operations & Client Service Associate for our client’s team in Tampa, Florida. This onsite, direct-hire role supports financial planning platforms and client workflows.

You will handle client communications, paperwork, transfers, and reporting, while ensuring compliance and confidentiality. A SIE certification and Excel skills are required, with Series 65 preferred.

Competitive salary range $75,000–$90,000 plus benefits; sponsorship not available.

Qualificações

• 3+ years of client service experience in finance.
• Experience supporting financial planning platforms.
• Ability to generate reports across platforms.
• Strong organizational and confidentiality skills.
• Proficiency with Excel.

Responsabilidades

• Manage client communications, paperwork, transfers, deposits.
• Serve as contact for clients via phone, in person, and online.
• Support the financial planning platform with data entry and reports.
• Assist with website updates and process improvements.
• Keep accurate records for compliance.
• Support various office and operational projects.

Conhecimentos

Client service

Financial industry knowledge

Report generation

Communication skills

Confidentiality

Formação académica

SIE certification

Series 65 preferred

Ferramentas

MoneyGuidePro

Excel

Descrição da oferta de emprego

NextPath Workforce Solutions is seeking an Operations & Client Service Associate for our client’s team in Tampa, Florida. This onsite, direct-hire role supports financial planning platforms and client workflows.

You will handle client communications, paperwork, transfers, and reporting, while ensuring compliance and confidentiality. A SIE certification and Excel skills are required, with Series 65 preferred.

Competitive salary range $75,000–$90,000 plus benefits; sponsorship not available.