Client Services Associate

Job Title: Client Service Associate

We are looking for an experienced professional with high attention to detail and exceptional communication skills. Team players only!

COMPANY SUMMARY:

This is an exciting opportunity to join Instrumental Wealth, a rapidly growing Registered Investment Advisory (RIA) firm based in Tampa, FL. Instrumental Wealth is a fee-only RIA that provides comprehensive financial planning and investment management to clients.

Instrumental Wealth recently celebrated our third anniversary as an independent firm, currently manages over $550 Million in client assets, and is growing every day! This role will be a full-time position with full benefits as a member of a dedicated, interdependent team built around the core values of Authenticity, Exceptionalism, a Green & Growing mentality, Integrity, and Fun!

JOB SUMMARY:

The Client Service Associate plays a critical role in delivering exceptional client experiences and supporting advisors in day-to-day operations. This position ensures smooth onboarding, accurate account servicing, and efficient workflow management. The CSA acts as a liaison between clients and advisors, maintaining high standards of accuracy, professionalism, and responsiveness.

ESSENTIAL DUTIES & RESPONSIBILITIES:

This position aids in the operations of the firm by providing concierge support in our solution implementation process. Specific responsibilities include, but are not limited to:

• Client Onboarding – Prepare and process new business paperwork and monitor client progression through account opening and onboarding as part of our concierge implementation service.
• Client Service & Account Maintenance: Respond to client inquiries promptly and professionally; prepare, send, and submit client service forms and requests; handle insurance and account servicing tasks, including RMD processing.
• Data & Document Management – Maintain accurate client data in CRM and other systems; organize and update client files in cloud storage; document workflows and ensure compliance with firm standards.
• Calendar & Communication Support – Schedule and confirm client appointments; manage advisor calendars for optimal time efficiency; assist with email management, proofreading, and client correspondence.
• Team Collaboration & Process Improvement – Participate in internal meetings and contribute to system enhancements; support compliance and operational initiatives as needed.

QUALIFICATIONS:

The ideal person for this role will be one with excellent time management capabilities and exceptional communication skills. This is a client facing role that assists in preparing paperwork, so meticulous attention to detail is a must.

• Bachelor’s degree
• Minimum 7 years administrative experience; 5 years in financial services; Fidelity experience preferred
• Exceptional organizational and time management skills.
• Strong written and verbal communication abilities.
• Proficiency in Microsoft Excel, Outlook, and SharePoint.
• Ability to manage multiple tasks in a fast-paced environment.
• Warm, professional demeanor with attention to detail.
• Florida 2-15 Insurance License preferred

Job Type: Full-time

Pay: $55,000.00 - $60,000.00 per year

Benefits (after wait period):

• 401(k) with matching (Roth and Traditional).
• Health, Life, Long-Term Disability, and Vision insurance.
• Paid time off.

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Application Question(s):

• Are you willing to undergo a background check, in accordance with local law/regulations?
• Are you willing to take a drug test, in accordance with local law/regulations?

Education:

• Bachelor's (Required)

Experience:

• Financial services or Insurance Underwriting: 5 years

License/Certification:

• Driver's License (Required)
• Florida 2-15 (preferred)

Work Location: In person