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Licensed Client Services Associate / Executive Assistant (5851)

$65k - $70k

NextPath Career Partners

NextPath Workforce Solutions is currently seeking a Client Services / Executive Assistant to join our client’s team in Tampa, Florida. This is an onsite, direct hire position. SALARY: $65,000 - $70,000 (depending on experience). Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

REQUIREMENTS

3-5 years of professional experience as an EA / Client Services Associate Series 7 License Polished and professional demeanor with heavy client interaction Comfortable engaging with high-net-worth/financial clients Collaborative, relationship-oriented mindset Bachelor's degree is not required

RESPONSIBILITIES

Take detailed notes during client meetings Support daily client communication and follow-up Assist with meeting agenda creation and note tracking Support operational tasks, including creating daily summaries Manage client documentation and follow-up actions Support team coordination and cross-training as needed

NEXTPATH WORKFORCE SOLUTIONS

NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles. We are an Equal Opportunity Employer #J-18808-Ljbffr NextPath Career Partners

Vacancy posted 2 days ago
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