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Client Service Specialist
Client Service SpecialistDarwin Wealth Management • Tampa, FL, US
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Client Service Specialist

Client Service Specialist

Darwin Wealth Management • Tampa, FL, US
2 days ago
Job type
  • Full-time
Job description

Managing Partner | Director of Advisory Services

About Us

Darwin Wealth Management is a boutique firm with institutional expertise, blending Wall Street experience with innovative strategies tailored to each client. We deliver bespoke financial planning and investment solutions, grounded in data, driven by purpose, and executed with agility.

Joining Darwin means stepping into a collaborative culture that prizes adaptability, integrity, and results. Our team includes professionals from both traditional finance and fintech, united by a mission to secure and grow our clients' futures.

The Role

As a Client Service Specialist , you are central to delivering Darwin's elevated service model. You will support seamless operations for both clients and advisors—from onboarding through complex financial servicing.

This is an opportunity to shape the evolution of wealth management from the inside, enhancing workflows and client satisfaction while working closely with advisors, custodians, and technology platforms. You'll gain deep insight into the financial services industry and help maintain the premium, tailored experience our clients expect.

Your Impact

  • Serve as the relationship point for advisors and their clients
  • Support advisors by executing daily operational tasks and follow-up actions
  • Liaise with custodians to manage account workflows (opening, transfers, maintenance, etc.)
  • Identify operational inefficiencies and collaborate with internal teams to improve them
  • Strengthen Darwin's premium service standard through clear, proactive communication

What Makes a Great Fit

  • Bachelor's degree and 2+ years of relevant experience
  • Genuine interest in client service, relationship management, and operational excellenceMeticulous attention to detail and strong communication skills
  • Agile, solution-oriented mindset in a fast-paced environment
  • Collaborative spirit with a strong sense of ownership

    • Bonus Points

  • Familiarity with Schwab, Fidelity, or Goldman Sachs custodial processes
  • Background in financial services or wealth management
  • Passion for systems thinking and workflow improvement

    • Why Join Darwin

  • Competitive compensation that values contribution
  • Work alongside a team of strategic iconoclasts
  • Clear paths for growth and professional development
  • Full suite of benefits in a flexible, mission-driven environment

    • Start with tradition. Stop at nothing. Join the evolution at Darwin Wealth Management.

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    Client Service Specialist • Tampa, FL, US