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Client Service Associate

Tampa, FL

Employment Type: Permanent Position Function: Operations Job Number: 16785034

Job Description

About Our Client

Our client is a boutique private wealth management firm and multi-family office that recently established its primary operational headquarters in Tampa, Florida. After a period of strategic reorganization, the firm is now entering an intentional growth phase, focused on building a scalable, high-touch service model for its clients.
Operating as a comprehensive financial partner for high-net-worth and ultra-high-net-worth families, the firm provides much more than traditional investment management. They offer a consulting-first approach that addresses complex financial needs, including estate planning coordination, business consulting, and sophisticated consolidated reporting for families with significant assets.

The Opportunity

This is a pivotal time to join a firm that has recently refined its leadership and operational structure with a new Director of Operations and Operations Specialist. As the firm shifts its focus toward excellence and expansion, the Client Service Associate (CSA) will serve as a cornerstone of the advisory support team.
You will work in a high-trust, entrepreneurial environment, collaborating closely with the operations team to support advisors across the country and deliver a "white-glove" client experience. This role is ideal for a professional who thrives on organization and wants to have a direct impact on the infrastructure of a growing boutique firm

The Location

The position is based in the Greater Tampa Bay area. This location serves as the firm s primary hub and home office, where they are centralizing core support and operational teams to ensure a collaborative culture.

What You Will Do

The CSA manages the day-to-day back-office operations and administrative needs that allow advisors to focus on client strategy. Primary responsibilities include:
  • Account Management: Handling the full lifecycle of client accounts, including opening new accounts, onboarding, ACATS transfers, and custodial documentation.
  • Operations: Coordinating money movements such as wires and distributions, and interfacing with major custodians.
  • Advisor Assistance: Maintaining and updating client records in CRM systems and ensuring account maintenance requests are processed efficiently.
  • Client Support: Serving as a primary point of contact for service requests and confirming completion of administrative tasks with clients.

90-Day Success Roadmap

  • First 30 Days: Onboard with the new Director of Operations (starting late March) to learn internal workflows and the firm's specific service model. Become proficient in navigating the Wealthbox CRM and custodial platforms like Wealthscape.
  • First 60 Days: Begin independently executing assigned tasks from advisors, including account openings and money movements, while maintaining East Coast market hour availability.
  • First 90 Days: Fully integrated into the operational team as a "steady" contributor, managing a high volume of transactions with meticulous attention to detail and zero upward-growth pressure.

Who You Are

The firm is seeking a "Steady Eddy" an experienced professional who finds fulfillment in the CSA role and is not looking for immediate upward movement.
The Ideal Candidate:
  • Experience: 5 10+ years of experience as a CSA, preferably within an RIA environment.
  • Technical Savvy: High proficiency with Schwab Advisor Center is required. Strong experience with Wealthscape (Fidelity) and CRM systems like Wealthbox is also highly preferred.
  • Skills: Exceptional organizational skills and the ability to work within strict market-hour deadlines for wires and transfers.
  • Mindset: You enjoy the high-impact small business setting and are comfortable supporting advisors remotely across multiple time zones

Flexibility & Work-Life Integration

While the role is primarily in-office in the Greater Tampa Bay area to ensure operational cohesion, the firm values a culture that is process-oriented yet flexible. The team works across multiple time zones, generally following market hours (approximately 9:30 AM to 6:00 PM ET) to meet daily custodial cut-off times. The firm also hosts periodic firm-wide excursions and morale-building team events

Why Join the Team?

  • Direct Impact: Join a firm at an inflection point where your contributions directly shape the client experience and operational success.
  • Collaborative Culture: Work in a professional, inclusive environment that values transparency and team-based achievement.
  • Career Growth: Benefit from direct exposure to senior advisors and wealth management strategies, with clear paths for advancement as the firm scales.
  • Comprehensive Benefits: Competitive compensation package including health insurance and a 401(k) with a company match.

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About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.

Meet Your Recruiter

Dawn Slagter
National Talent Acquisition Recruiter

Dawn Slagter is a seasoned Executive Recruiter with over 15 years of experience helping companies across North America identify and secure high-impact talent in highly specialized roles. At Naviga, Dawn supports our clients with searches spanning legal, technology, financial services, life sciences, marketing, and data science, bringing a deep understanding of both industry nuance and candidate motivation.

Known for her high-touch, insight-driven approach, Dawn partners closely with clients to uncover not just the job requirements but the strategic goals behind each hire. She thrives on digging deep, building trust on both sides of the search, and aligning outcomes for long-term success. Her placements range from mid-level professionals to C-suite executives, and she has a particular strength in hard-to-fill roles with narrow candidate pools, like her recent successful search for a Life Sciences Regulatory Attorney with Biotech and in-house experience.

Before entering recruiting Dawn spent five years as an administrative professional, experience she credits with building the organizational discipline, communication finesse, and time management skills that now define her candidate and client experience. She brings a “white glove” service mindset to every engagement, ensuring that hiring is smooth, transparent, and delay-free from first outreach to final offer.

Dawn is also deeply committed to helping clients compete for today’s top talent by helping them refine and market their true value proposition beyond just compensation. She leverages real-time salary benchmarks, candidate feedback, and competitor insights to shape compelling messaging around culture, flexibility, and growth. Her market intelligence and candidate-first thinking make her a critical partner to both hiring leaders and job seekers alike.

Outside of recruiting, Dawn is passionate about cooking and recipe creation, with aspirations of publishing a series of health-conscious cookbooks. Her personal philosophy, “I don’t quit, I adapt, I learn, I push forward,” shapes everything she does in both life and work.

Dawn holds certifications in diversity sourcing and recruiting and is a member of several industry associations including NALS and the American Staffing Association. She brings this passion for equity and inclusion into every search, striving to build workplaces that reflect a wide range of backgrounds, ideas, and experiences.

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About Tampa, FL

Discover exciting job opportunities in the vibrant Tampa, Florida area! Nestled along the stunning Gulf Coast, Tampa offers job seekers a perfect blend of career growth and leisure, with its beautiful beaches, thriving cultural scene, and endless entertainment options. From exploring the iconic Tampa Riverwalk to catching a show at the Straz Center for the Performing Arts, or cheering on the beloved Tampa Bay Buccaneers at Raymond James Stadium, this region has something for everyone. Embrace the sunshine state lifestyle, savor the delicious Cuban sandwiches, and explore local treasures like the Salvador Dali Museum in nearby St. Petersburg. Join us in Tampa Bay and unlock a world of possibilities for your career!