Client Services Associate

1 month ago

Naples, United States Summit Financial Full time

Summary:

An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Want to work with a dynamic and growing company? How about an environment that values collaborative work, with a dose of autonomy and focus to ultimately help clients thrive? We’re looking for an outgoing Client Service Associate who is an effective communicator, creative problem solver and curious, fast learner. We expect our clients to be treated with care and empathy every single day and need team members who feel the same way. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative and organizational skills. In this position you will have the ability to work independently on projects and be expected to work under pressure at times to handle a wide variety of activities and confidential matters with discretion.

As a firm independently owned and operated, we have a powerful sense of personal accountability, integrity and a fiduciary responsibility to put our clients first…always. When applying, please attach your resume and provide a brief cover letter explaining why you would be a good fit for the position.


RESPONSIBILITIES & ACTIVITIES:

· Communicate via telephone, email and in person to address team member and client needs

· Answer client questions or concerns in a timely, informative, and professional manner

· Become an expert in all aspects of daily operations including account opening, money movement, account linking, investment strategy implementation and other client service-related duties

· Manage all client transaction requests

· Prepare, compile and organize all necessary documents, reports for client meetings·

· Process insurance, banking and investment applications and paperwork

· Obtain and process all client information and update CRM

· Onboard new clients and make them feel special

· Perform administrative and clerical duties for the team (answering phones, triage email, etc)

· Make travel arrangements, expense entry and management

· Schedule and coordinate appointments and manage team calendars

· Maintain mailing lists

· Work according to set team standards and operating procedures

· Assist with maintaining a standard operating procedure manual

· Collaborate with third party resource partners and custodians


QUALIFICATIONS AND REQUIREMENTS:

· 3-5 years’ client service experience in Financial Services or wire house/banking experience

· Bachelor’s degree preferred, but not required

· Desire to work in a fast paced, entrepreneurial and results-oriented environment

· Comfortable working independently and directly with other team members

· Team player supporting focus on growth of the business and results for clients

· Strong orientation to technology with ability to learn quickly and work with various platforms

· Sound organizational skills

· Highly detail-oriented

· Excellent communication skills, both oral and written

· Adept problem solver with initiative to proactively identify and address potential issues


We offer competitive compensation based on experience and qualifications. This is a full-time position with opportunities for career growth.


If you are a motivated individual with a passion for providing exceptional client service, we would love to hear from you. Please submit your resume along with a cover letter detailing your relevant experience.


Pay: From $65,000.00 per year

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