Wealth Management Client Service Associate

Florida Financial Advisors; Tampa (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Performance-based bonus

Commission opportunities

Company-paid licensing and exam costs

Ongoing mentorship and professional 개발

Job summary

Florida Financial Advisors in Tampa is seeking a motivated Client Service Associate to support a Senior Financial Advisor. You will gain hands-on exposure to financial planning, investment management, and client relationship building while making a meaningful impact on clients' financial lives.

This role emphasizes delivering exceptional service, coordinating client meetings, preparing financial planning presentations, maintaining CRM records, and assisting with marketing, seminars, and client

Qualifications

• Strong communication and interpersonal skills.
• Highly organized with exceptional attention to detail.
• Professional, positive, and client‑focused attitude.
• Self‑motivated with a strong work ethic.
• Comfortable learning new technology and systems.
• Ability to manage multiple priorities in a fast‑paced environment.
• Bachelor’s degree preferred; relevant experience will be considered.

Responsibilities

• Deliver exceptional service to existing clients through proactive communication and follow‑up.
• Coordinate client meetings and prepare financial planning presentations.
• Assist with account servicing, paperwork, and operational tasks.
• Manage client review schedules and outreach initiatives.
• Support marketing campaigns, seminars, social media, and client appreciation events.
• Maintain CRM records and help ensure an exceptional client experience.
• Strengthen client relationships and identify referral opportunities.
• Collaborate on projects that help grow the practice.

Skills

Communication

Organization

Customer service

Self-motivation

Tech-savvy

Multitasking

Education

Bachelor’s degree preferred

Tools

CRM software

Job description

Florida Financial Advisors in Tampa is seeking a motivated Client Service Associate to support a Senior Financial Advisor. You will gain hands-on exposure to financial planning, investment management, and client relationship building while making a meaningful impact on clients' financial lives.

This role emphasizes delivering exceptional service, coordinating client meetings, preparing financial planning presentations, maintaining CRM records, and assisting with marketing, seminars, and client