Client Service Associate – South Tampa Boutique Registered Investment Advisor | South Tampa A growing boutique RIA in South Tampa is seeking an experienced Client Service Associate to join its close-knit team and build a long-term career supporting a Financial Advisor and high-net-worth clients. We’re looking for someone who is tech-savvy, organized, detail-oriented, and genuinely committed to exceptional client service. What You’ll Do • Serve as a primary point of contact for clients by phone, email, virtually, and in person. • Manage day-to-day client account requests, including ACH, distributions, ACATs, wire transfers, rollovers, account openings, check deposits, and trading. • Support client onboarding and assist clients with online platforms and technology. • Prepare and maintain accurate client documentation while ensuring compliance with firm and industry requirements. • Work closely with the Financial Advisor and team to provide a seamless client experience. What We’re Looking For • 3+ years of recent client service experience supporting a Financial Advisor within an RIA or broker-dealer. • FINRA registration, including Series 65 or SIE, is a plus. Series 65 is required for the position, and the firm will support you in obtaining it. • Exceptional organization, attention to detail, and ability to manage multiple priorities. • Strong communication, listening, and interpersonal skills. • Professional, discreet, and comfortable handling confidential client information. • Tech-savvy with strong Microsoft Office skills and the ability to quickly learn new systems. What’s Offered • Competitive salary with opportunities for long-term growth. • 401(k) match. • Collaborative, team-oriented environment with meaningful client interaction. • Professional yet relaxed boutique office setting. • Opportunity to build a long-term career with an established Financial Advisor and growing firm. JOB ID: 182288 #post Michael Forgione