Client Service Associate

A boutique Registered Investment Advisor (RIA) located in Tampa is seeking a full-time Client Service Associate for a non-sales, non-advisory role. This position is ideal for someone who values teamwork, integrity, attention to detail, and a proactive approach. The Client Service Associate will play a key role in delivering a first-class experience to the firm's clientele by supporting the dedicated team and ensuring smooth day-to-day operations-an excellent opportunity to contribute meaningfully in a professional, client-focused environment. Responsibilities : Serve as the primary point of contact for clients, managing a high volume of interactions via phone, in-person meetings, virtual platforms, and mail Respond to client inquiries and provide support with account-related tasks in a timely and professional manner Accurately open and maintain accounts and service requests using a variety of technology platforms Guide clients through the onboarding process and assist them in navigating firm tools and resources Process client paperwork and service requests, and coordinate outgoing communications and mailings Oversee accounts payable and manage office service subscriptions and vendor relationships Provide comprehensive administrative and organizational support to a team of three professionals Ensure compliance with internal policies and industry regulations by maintaining proper documentation and records Maintain and update client information and files with a compliance audit mindset Serve as a liaison for IT Requirements : 3+ years of client service experience within the financial services industry Proficiency with CRM software; experience with Advyzon, Fusion, and TradePMR is a plus Excellent organizational skills with the ability to manage multiple tasks while maintaining strong attention to detail Strong communication and active listening skills, paired with a tech-savvy mindset Demonstrated professionalism and discretion when handling sensitive client information FINRA SIE and/or Series 65 plus (must be willing to obtain) Proficiency in Microsoft Office Suite, with the ability to quickly learn and adapt to new software tools The firm offers a competitive base salary, opportunities for growth, 401(k) match and more. BCI - Brokerage Consultants Inc