Job Description

Riverwalk Wealth Advisors is an established Private Wealth Management practice that delivers sophisticated planning and investment management to high-net-worth and ultra-high-net-worth individuals and families. We specialize in navigating complex financial situations with precision, clarity, and a deeply personalized approach. Our commitment to our clients, employees, and community has earned us national recognition, including being named by Barron’s as a Top Financial Advisor and by Forbes as a Best-in-State Wealth Advisor several years running.

We are looking for an experienced Client Service Associate to join our Private Wealth Management team to support our continued growth. This is a hybrid role with a base in Tampa, FL.

POSITION OVERVIEW

The Client Service Associate (CSA) is a core operational role responsible for delivering a consistent, high-quality client experience and supporting the advisory team through disciplined execution and follow-through. This position serves as the primary driver of day-to-day client service, coordination, and administrative support for the firm’s Private Wealth Advisors. The CSA serves as a trusted point of contact for clients and internal partners, ensuring seamless execution, accurate processing, and a consistently outstanding client experience.

CORE RESPONSIBILITIES

• Serve as a primary service contact for assigned clients, delivering timely, professional, and proactive communication
• Coordinate and prepare materials for client meetings, reviews, and presentations
• Conduct client follow-ups and ensure all service commitments are completed with precision
• Assist clients with account-related questions, documentation, and service requests
• Coordinate account openings, transfers, and money movements with custodians and internal teams
• Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)
• Prepare and follow up on paperwork for investment transfers, rollovers, and insurance & annuity applications
• Run and review reports using NetX360, Envestnet, Morningstar, and other platforms
• File and organize statements, account forms, and policy documentation

QUALIFICATIONS

• 2+ years of financial services, investment or insurance experience (10+ years for Senior CSA)
• Series 7 and 63 or 66 license
• Florida Life and Health Insurance 2-15 license or ability to obtain within 6 months of hire
• BS or BA in Business, Finance, or a related field preferred, but not required
• Excellent communication and interpersonal skills for building and maintaining client relationships
• Strong computer proficiency with the ability to learn new software quickly
• Ability to work with and prioritize multiple tasks daily to maximize productivity with a focus on efficiency and attention to detail, and work collaboratively in a hybrid work environment

COMPENSATION & BENEFITS

Competitive salary based on experience and qualifications and a full range of benefits including:

• Health / Dental / Vision Insurance
• Disability Income Insurance
• 401K / profit sharing
• Generous PTO / Paid Holidays
• Professional development and career opportunities
• Reimbursement for Continuing Education and relevant licensing/designations
• On-site Fitness Center & covered parking
• Hybrid work-from-home flexibility

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