Client Services

Client Services Sales Jobs

2 jobs found

1mo ago

Client Services and Business Development Support Associate

Questmont Virtual Family Office Tampa, FL

Tampa, FL

1mo ago Closed

$45k - $55k/yr Full time Marketing Administrative Support Business Development

This position is no longer accepting applications (closed Jun 19, 2026).

Job Description

Questmont Virtual Family Office operates as a boutique wealth management firm that prioritizes tailored client service. Based in Tampa and working onsite, the in-office team relies on a highly organized coordinator to manage relationships, track leads and prospects, and prepare client paperwork. This role provides essential administrative support to advisers and helps the practice stay proactive and well organized.

Location: Tampa, FL (onsite)

Responsibilities

Manage and track centers of influence and partner relationships, including interactions, follow-ups, referrals, leads, and prospects
Distribute and monitor thought leadership materials, invitations, newsletters, and other relationship-building items
Publish approved thought leadership content on social media
Maintain organized tracking systems for prospects, centers of influence, partners, and business development activities
Ensure timely follow-up on leads and prospects and prevent items from slipping through the cracks
Prepare and organize client paperwork, applications, signatures, and service requests, and track status
Provide administrative, operational, and project support to advisers and the team

Requirements

High level of organization and meticulous attention to detail
Effective follow-through and prioritization abilities
Adaptive to changing priorities
Professional, discreet, and service-minded
Proactive, with a collaborative approach and without needing to command the room
Committed to learning, contributing, and delivering high-quality work
Comfortable in a support role within a growing boutique firm

Technologies

Microsoft Office
Outlook
Excel

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Health insurance
Paid time off
Vision insurance

Preferred Qualifications

Experience in wealth management, financial services, or professional services is preferred
CRM, pipeline tracking, or client service experience is helpful
Familiarity with Microsoft Office, Outlook, Excel, and social media platforms
Strong written communication and organizational skills
Ability to handle confidential information with care

Work Environment

This is an in-office role within a boutique, high-touch wealth management and virtual family office firm. The environment is professional, relationship-driven, and fast-moving, requiring someone who can stay organized, flexible, and focused on quality execution.

Compensation

Salary: USD 45,000 - 55,000 per year

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2mo ago

Senior Relationship Manager, Client Service & Business Development (Fintech)

TPG Staffing Edison, NJ

Edison, NJ

2mo ago Closed

$140k - $165k/yr Full time Account Management Business Development Client Management

This position is no longer accepting applications (closed Jun 7, 2026).