Client Service Associate - Private Wealth Management
Riverwalk Wealth Advisors - Northwestern Mutual, Tampa, FL, United States
Riverwalk Wealth Advisors is a private wealth management practice that delivers sophisticated planning and investment management to high‑net‑worth individuals and families.
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:
Disability Income Insurance
401(k) / 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
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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:
Disability Income Insurance
401(k) / 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
#J-18808-Ljbffr