What are the responsibilities and job description for the Client Service Associate position at Naviga?
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. 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 leadership team to support advisors 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 Tampa, FL. This location serves as the firm’s primary hub and home office, where they are centralizing their core support and operational teams to ensure a collaborative and cohesive culture.What You Will Do
The CSA manages the day-to-day operations and administrative needs that allow advisors to focus on client strategy. Primary responsibilities include:- Client Support: Serving as a primary point of contact for service requests, coordinating high-level meetings, and maintaining proactive, professional communication with clients.
- Account Management: Handling the full lifecycle of client accounts, including complex onboarding, asset transfers, and custodial documentation.
- Advisor Assistance: Preparing sophisticated client reporting and presentation materials while ensuring all data within the CRM remains accurate and compliant.
- Operations: Coordinating money movements (wires/distributions), interfacing with major industry custodians, and supporting internal workflows to drive efficiency.
Who You Are
The firm is seeking a highly organized individual with a "client-first" mindset and a deep appreciation for process-driven work.- Experience: 2–5 years of experience in wealth management, private banking, or an RIA environment.
- Technical Savvy: Proficiency with industry-leading reporting tools, CRM systems, and major custodial platforms.
- Skills: Exceptional communication skills and a meticulous eye for detail.
- Mindset: You enjoy the "all hands on deck" feel of a boutique office and are motivated by the opportunity to help build and refine processes.
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.