Client Associate

Deep Blue Investment Advisors

Position: Client Associate

Reports to: Director of Client Service & Advisory

Work Location: On Site, Tampa, Florida

Supervisory: No

ABOUT US

Deep Blue Investment Advisors (“DBIA”) is an SEC-registered investment advisory firm headquartered in Tampa, Florida. For more than 25 years, DBIA has served local governments, educational districts and institutions, and other municipal and public entities that form the backbone of our communities. The firm has built a strong reputation for excellence, integrity, and long-term partnerships within the public finance and governmental investment space.

DBIA specializes in cash management, fixed-income portfolio management, investment advisory and strategy, and treasury management consulting, with a primary focus on governmental clients throughout Florida and Texas. As a forward-thinking, client-first organization, DBIA is committed to delivering disciplined investment solutions, thoughtful risk management, and a highly consultative, high‑touch service approach that emphasizes proactive guidance, strategic collaboration, and solutions tailored to each client’s unique objectives.

DBIA seeks professionals who share a genuine passion for public-sector investing, dynamic problem solving, customer service, and a core belief that clients’ interests always come first.

DEPARTMENT OVERVIEW

The Client Services and Advisory (CS&A) group serves as a critical link between investment advisory professionals, portfolio management, reporting, and Deep Blue’s investment clients. Team members act as trusted, day‑to‑day internal and external points of contact, ensuring seamless communication, coordinated service delivery, and a consistently high-quality client experience. Professionals in this group represent the firm with integrity and professionalism while supporting consultative client relationships at every stage of engagement.

This department is relationship‑focused and highly collaborative, well-suited for individuals who thrive in fast‑paced, team‑oriented environments while maintaining the discipline to work independently, manage priorities effectively, and stay focused on deadlines. We value self‑motivated professionals who are people‑oriented, detail‑driven, and committed to delivering exceptional service.

POSITION DESCRIPTION

The Client Associate (Client Service Associate, “CSA”) plays a critical role in delivering a first‑class client experience. This is a relationship‑oriented, detail‑driven position that combines frequent client interaction, investment acumen, and strong operational execution. The CSA serves as a key point of contact for clients and internal team members, helping ensure that every aspect of the client experience runs smoothly, accurately, and efficiently.

Through regular client interactions and close internal collaboration, Client Service Associates are essential to delivering a consistent, high‑quality client experience. By leading with professionalism, accountability, and a client‑first mindset, individuals in this role help build trusted relationships, support key business initiatives, and contribute meaningfully to client satisfaction, team success, and the firm's overall growth.

This role is ideal for an individual who enjoys helping people, solving problems, and contributing to a collaborative, high‑performing team environment, while maintaining the discipline to independently manage detailed tasks, regulatory requirements, and time‑sensitive deadlines.

KEY RESPONSIBILITIES

Client Service & Relationship Support

• Serve as a primary point of contact for client service requests and inquiries via phone, email, virtual meetings, and in‑person interactions.
• Provide exceptional service to clients daily, assisting with routine requests and proactively resolving issues or concerns.
• Build trusted, long‑term relationships through consistent, professional client interactions.
• Act as critical day-to-day support for Client Advisory (CA), Business Development (BD), and Portfolio Management (PM) teams with client, operational, and sales‑related activities

Account Administration & Operations

• Support the onboarding of new clients and maintain existing client accounts.
• Prepare, process, and track new account paperwork, account updates/changes, and maintenance requests
• Coordinate money movements, including monitoring daily Wire/ACH activity and ensuring funds are received in good order.
• Work with transfer agents and clients to ensure timely and accurate fund flows by fund close.
• Complete Investment Policy Statement (IPS) acknowledgments and respond to audit confirmation requests

Reporting & Meeting Support

• Assist with the preparation of ad-hoc client reports and materials for meetings, including monthly and quarterly reports, board books, and sales presentations.
• Provide support for website‑based client reports and other institutional deliverables

Systems, Data & Firm Support

• Maintain accurate, up‑to‑date client and prospect information across all internal systems, including CRM (Salesforce) and custodial platforms.
• Maintain departmental calendars for meetings, conferences, and project deadlines.
• Crosstrain on internal systems (Salesforce, Nexen, Constant Contact, etc.) to ensure coverage during team absences
• Provide administrative and analytical support to internal teams, including creation of PowerPoint presentations, data analysis, graphics, and other reports as necessary.
• Update and maintain standard marketing communications (e.g., daily/weekly/monthly rate emails, newsletters) and assist with website administration in coordination with external providers

Process Improvement & Special Projects

• Identify opportunities to improve workflows, processes, and the overall client experience.
• Lead or support special projects and firm initiatives as needed
• Perform other duties that contribute to the effectiveness and success of the firm

QUALIFICATIONS & SKILLS

• Bachelor’s degree in accounting, business administration, finance, or a related field
• Client service and/or financial services experience preferred
• Strong verbal and written communication skills, with the ability to engage effectively with clients, internal staff, vendors, partners, and board members
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
• Experience with CRM systems, Salesforce preferred
• Highly organized and detail‑oriented, with the ability to manage multiple tasks, shifting priorities, and deadlines in a fast‑paced environment
• Self‑motivated, dependable, and comfortable working both independently and as part of a collaborative team
• Strong interpersonal skills with a client‑first mindset and enthusiasm for delivering outstanding service

BENEFITS

We offer a comprehensive and competitive benefits package, including:

• E mployer-paid benefits include: base medical plan coverage for the employee, a $10,000 life insurance policy, and a 3% employer contribution to a 401(k) (after 6 months of service).
• Discretionary bonus program
• Leave: PTO, volunteer, bereavement, and maternity options
• Health Access: Medical, dental, and vision plans available.
• Employee Advantaged Accounts and Support Programs: Access HSA, FSA, EAP, and legal assistance available