Operations & Client Service Associate (5997)

NextPath Workforce Solutions; Tampa (FL); On-site; USD 75,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client service

Financial industry knowledge

Report generation

Communication skills

Confidentiality

Education

SIE certification

Series 65 preferred

Tools

MoneyGuidePro

Excel

Job description

NextPath Workforce Solutions is currently seeking a Operations & Client Service Associate to join our client’s team in Tampa, FL. This is an onsite, direct hire position.

SALARY: $75K – 90K 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

• Minimum of 3 years of recent client service associate experience with a Financial Advisor, RIA, or broker-dealer
• Tech-savvy with experience supporting financial planning platforms like MoneyGuidePro
• Ability to generate reports using multiple industry-specific platforms
• SIE certification; preference for Series 65
• Proficiency with Excel for data organization and manipulation
• Strong organizational skills with attention to detail
• Excellent communication and confidentiality skills

Responsibilities

• Manage client communication, account paperwork, transfers, distributions, deposits, and account openings
• Serve as a responsive point of contact for clients via phone, in person, and virtually
• Support the firm’s financial planning platform, including data entry, plan updates, and report preparation
• Assist with technology projects such as website updates, process improvements, and data organization
• Help clients navigate online platforms and digital tools
• Maintain accurate records and documents for compliance purposes
• Contribute to various office and operational projects 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. If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. Feel free to reach out to find a better match. We are an Equal Opportunity Employer.