Top 830 Director of client services Jobs in Tampa Fl

Director of Operations
Riverwalk Wealth Advisors —Tampa, FL
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Profit sharing
- Paid holidays
Quick Apply
Director of National Strategic Client Services- Employee Benefits
Insurance Office of America, Inc. —Riverview, FL
- $195,000 - $215,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
8h
Director of Client Success, Arrive Fresh
Arrive Logistics —Tampa, FL
- Full-time
- Microsoft Excel
- Office
- 3 years
- Paid parental leave
- Paid holidays
Quick Apply
Director, Asset Services
Cushman & Wakefield —Tampa, FL
- $136,000 - $160,000 a year
- Full-time
- 5 years
- Office
- Ability to climb stairs
- Health savings account
- Disability insurance
Quick Apply
Director of Property Services
Ciminelli Real Estate Services of Florida LLC —Tampa, FL
- Full-time
- Sales
- Business development
- GAAP
Quick Apply
Director, Customer Success
Deepwatch —Tampa, FL
- $210,000 - $280,000 a year
- Remote
- Background check
- 3 years
- Travel
- Paid parental leave
- Disability insurance
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Client Services Manager
ProActive Property Management —Palm Harbor, FL
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- 3 years
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Real Estate Agent
Mark Spain Real Estate —Safety Harbor, FL
- $70,000 - $200,000 a year
- Weekends as needed
- Mid-level
- Real Estate License
- Travel
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Real Estate Agent
Mark Spain Real Estate —Riverview, FL
- $70,000 - $200,000 a year
- Weekends as needed
- Mid-level
- Real Estate License
- Travel
Quick Apply
Assistant Director (BCBA) - Hillsborough
ABA Solutions, Inc —Tampa, FL
- 8 hour shift
- Mid-level
- Master's degree
- Travel
- Continuing education credits
- Paid holidays
Quick Apply
Sr. Director of Behavioral Health
Youth and Family Alternatives —New Port Richey, FL
- $80,000 - $95,000 a year
- LMFT
- 5 years
- Master's degree
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Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Real Estate Agent
Mark Spain Real Estate —Odessa, FL
- $70,000 - $200,000 a year
- Weekends as needed
- Mid-level
- Real Estate License
- Travel
Quick Apply
Real Estate Agent
Mark Spain Real Estate —Brandon, FL
- $70,000 - $200,000 a year
- Weekends as needed
- Mid-level
- Real Estate License
- Travel
Quick Apply
Senior Veterinary Internal Medicine Technician
Epic Specialty & Emergency Pet Care —Tampa, FL
- $25 - $30 an hour
- Weekends as needed
- Blood sampling
- Vital signs
- Medication administration
- Health insurance
- Dental insurance
Quick Apply
Board Certified Behavior Analyst (BCBA)- Locations: Riverview, FL, Westchase, & Wesley Chapel
Above and Beyond Behavior Analysis, LLC —Riverview, FL
- $51 - $64 an hour
- Part-time
- Background check
- Experience working with individuals with developmental disabilities
- CPR Certification
- Continuing education credits
- Mileage reimbursement
Quick Apply
Licensed Financial Representative
One Team Financial Group, LLC —Tampa, FL
- $50,000 - $80,000 a year
- Choose your own hours
- Social media management
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Audit Manager
CPA First Recruitment —Tampa, FL
- $120,000 - $145,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
1d
Occupational Therapist (OT) - Home Health
Enhabit Home Health & Hospice —Clearwater, FL
- Full-time
- Mid-level
- Home Health
- US work authorization
- Health savings account
- Disability insurance
Quick Apply
2d
Case Manager
Catholic Charities —Holiday, FL
- $23 an hour
- Weekends as needed
- Background check
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

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director of client services jobs near tampa fl

Director of Operations

Riverwalk Wealth Advisors
Tampa, FL

Quick Apply

Job Details

Full-time

Benefits

Profit sharing
Paid holidays
Disability insurance
Health insurance
On-site gym
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Wealth management
Serving clients
Managing teams in a customer support role
Team leadership
Coaching
Series 66
Series 7
Team development
Professional development support
Bachelor's degree
Computers (educational technologies)
Leading team collaboration initiatives
Data-driven problem-solving
Financial services
Process improvement planning
AI-driven automation
Life & Health Insurance License
AI
Stakeholder relationship building
Team building

Full Job Description

Director of Operations (Client Service & Operations)

About Riverwalk Wealth Advisors

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 multiple years running.

We are seeing a Director of Operations to join our team to support our continued growth. This is a hybrid role with a base in Tampa, FL.

Position Overview

The Director of Operations is responsible for the day-to-day leadership of Riverwalk's client service and operational functions. Reporting to the COO, this role leads the Client Service Associate (CSA) team, drives operational excellence, supports the consistent delivery of a high-touch client experience, and helps the firm scale through strong processes, technology adoption, and team development.

The ideal candidate combines people leadership with operational expertise and a technology-forward mindset. They enjoy developing team members, improving processes, leveraging technology and AI-enabled tools, and creating scalable systems that support both growth and service excellence.

Core Responsibilities

Lead, coach, and develop Client Service Associates (CSAs) and operational staff.
Establish clear expectations, service standards, and development goals for the team.
Oversee daily operational workflows and ensure processes and procedures are consistently followed.
Monitor team workload, capacity, service levels, and turnaround times to support efficient operations and exceptional client service.
Serve as the primary escalation point for operational and service-related matters.
Drive continuous process improvement initiatives that enhance efficiency, accuracy, scalability, and the client experience.
Champion effective use of CRM, workflow, reporting, and operational technology platforms.
Leverage data, dashboards, and key performance metrics to identify gaps, improve visibility, and support decision-making.
Identify opportunities to automate manual processes and implement AI-enabled and technology-driven solutions that improve team productivity and consistency.
Partner with the COO on operational initiatives, technology enhancements, and organizational improvement efforts.
Ensure compliance with firm, home office, and regulatory requirements.

Qualifications

5+ years of experience in wealth management, financial services, or a comparable professional services environment.
Proven experience leading, coaching, and developing team members.
Strong understanding of client service operations and service delivery standards.
Demonstrated success improving operational processes and driving consistency across teams.
Experience utilizing CRM systems, workflow platforms, reporting tools, and operational dashboards.
Technology-forward mindset with the ability to learn, implement, and drive adoption of new systems and tools.
Interest in leveraging automation, AI, and emerging technologies to improve operational effectiveness and client service.
Strong organizational, analytical, and problem-solving skills.
Excellent communication and relationship-building abilities.
Northwestern Mutual / Private Client Group experience highly preferred.
Series 7 and 66, and Florida Life and Health 2-15 license or ability to obtain within required timeframe.
Bachelor's degree in Business Administration, Operations Management, Human Resources, Information Systems, Technology Management, Data Analytics, or a related field.

Why Join Riverwalk?

This is an opportunity to play a key leadership role within a growing, nationally recognized wealth management firm. You will help shape the future of our operations, develop a high-performing service team, and drive initiatives that enhance both the client and employee experience.

Additional details regarding responsibilities, performance expectations, and career pathing will be shared with qualified candidates during the interview process.

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

Benefits found in job post

Vision insurance, 401(k), Medical insurance, Disability insurance, Dental insurance

Requirements added by the job poster

Bachelor's Degree
5+ years of work experience with Private Wealth Management
Authorized to work in the United States

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

director of client services jobs in tampa fl

Director of Operations

Director of National Strategic Client Services- Employee Benefits

Director of Client Success, Arrive Fresh

Director, Asset Services

Director of Property Services

Director, Customer Success

Client Services Manager

Real Estate Agent

Real Estate Agent

Assistant Director (BCBA) - Hillsborough

Sr. Director of Behavioral Health

Client Administrative Manager

Real Estate Agent

Real Estate Agent

Senior Veterinary Internal Medicine Technician

Board Certified Behavior Analyst (BCBA)- Locations: Riverview, FL, Westchase, & Wesley Chapel

Licensed Financial Representative

Audit Manager

Occupational Therapist (OT) - Home Health

Case Manager

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