At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Client Service Associate to join their team to provide proactive in-office support to financial advisors and assist with efficient, quality client service in a boutique office environment.

JOB SUMMARY:

Under general supervision, this role uses skills gained through training and experience to provide proactive support to advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks, and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision-making responsibility. Extensive contact with internal and external clients to resolve most questions and problems, and refe...