What does "White-Glove Service" actually mean in 2026? 🧤
In the world of Multi-Family Offices, it isn't about the mahogany desks or the view from the window. It’s about the person behind the scenes making the impossible look effortless for ultra-high-net-worth families.
Naviga is currently recruiting for a Client Service Associate (CSA) in Tampa for a firm that is at a fascinating inflection point.
The Story:
While most firms chase rapid, messy growth, this boutique team did something different. They spent the last year intentionally "cleaning the house"—refining their leadership, restructuring operations, and moving their primary headquarters right here to Florida.
Now, they are ready to scale, but they aren't looking for a "paper pusher."
They need a cornerstone.
This role is for someone who:
✅ Thrives in an "all hands on deck" boutique environment where your voice actually matters.
✅ Has 2-5 years of experience in the RIA or Private Banking world.
✅ Is a "process architect" at heart—someone who loves finding a more efficient way to handle complex client needs.
Why this is a career-defining move:
You won't be siloed in a back office. You’ll be working directly with operations leadership and senior advisors, helping build the very infrastructure of a growing firm.
Know a rockstar in Tampa who is tired of being a number in a corporate machine? 👇
https://jobs.navigarecruiting.com/careers/79233-Naviga/jobs/16785034-Client-Service-Associate/
