Client Services Associate

2 months 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


MUST BE LOCATED IN THE NAPLES, FL OR SURROUNDING AREA

  • Client Services Associate

    3 months ago

    Naples, United States Summit Financial Resources, Inc. 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...

  • Client Services Associate

    3 months ago

    Naples, United States Summit Financial Resources, Inc. 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...

  • Client Services Associate

    3 months 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...

  • Client Services Associate

    2 months 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...

  • Client Services Associate

    3 months 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...

  • Client Service Associate

    4 weeks ago

    Naples, United States Vigilant Wealth Management Full time

    Client Service Associate - Hightower Naples Naples, FL, USA Job Description Posted Tuesday, September 3, 2024 at 5:00 AM Our Story Hightower Naples was founded in 2011 by Mark Masterson and David Emma. We employ a comprehensive, planning-based approach to meet the specific needs of the families we serve. Our clients include many successful private business...

  • Registered Client Associate

    4 days ago

    Naples, Florida, United States Harrison Gray Search & Consulting Full time

    Job DescriptionHarrison Gray Search & Consulting has partnered with a reputable investment advisor to find a Registered Client Associate in a dynamic role.This forward-facing position is integral to the client/financial professional relationship, providing a personalized experience and problem-solving skills to help clients achieve their financial goals.The...

  • Client Service Associate

    3 weeks ago

    Naples, United States HighTower Full time

    Our Story Hightower Naples was founded in 2011 by Mark Masterson and David Emma. We employ a comprehensive, planning-based approach to meet the specific needs of the families we serve. Our clients include many successful private business owners, professional athletes, and senior executives at leading public companies across the country. Working with a small,...

  • Branch Service Manager/Client Associate

    1 month ago

    Naples, United States RBC Capital Markets, LLC Full time

    Job Summary Job Description What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison between...

  • Financial Services Associate

    2 weeks ago

    Naples, Florida, United States Moors & Cabot Inc Full time

    Job Title: Client AssociateAt Moors & Cabot Inc, we are seeking a highly motivated and detail-oriented Client Associate to join our team. As a Client Associate, you will play a critical role in delivering exceptional client service and supporting the success of our financial professionals.Key Responsibilities:Provide exceptional client service through direct...

  • Client Service Specialist

    4 weeks ago

    Naples, Florida, United States Moran Wealth Management Full time

    Job Title: Client Service SpecialistMoran Wealth Management is a leading Registered Investment Advisory firm that provides comprehensive financial solutions to its clients. As a Client Service Specialist, you will play a vital role in delivering exceptional client experiences and ensuring the smooth operation of our financial services.Key...

  • Client Service Representative

    2 weeks ago

    Naples, Florida, United States Moran Wealth Management Full time

    About Moran Wealth ManagementMoran Wealth Management, LLC is a Registered Investment Advisory firm dedicated to providing exceptional investment management services to its clients. Our team of experienced advisors offers a range of financial products and services, including investment management, succession planning strategies, philanthropic and specialty...

  • Client Service Specialist

    3 weeks ago

    Naples, United States Moran Wealth Management® Full time

    Moran Wealth Management, LLC is a Registered Investment Advisory firm providing vast resources and customized strategies to help meet clients’ investment management needs. Clients are serviced by a team of experienced advisors offering a range of financial products and services, including investment management, succession planning strategies, philanthropic...

  • Client Service Specialist

    2 months ago

    Naples, United States Moran Wealth Management Full time

    Moran Wealth Management is a Registered Investment Advisory firm providing vast resources and customized strategies to help meet clients investment management needs. Clients are serviced by a team of experienced advisors offering a range of financial products and services, including investment management, succession planning strategies, philanthropic and...

  • Client Service Specialist

    4 weeks ago

    Naples, United States Moran Wealth Management® Full time

    Moran Wealth Management, LLC is a Registered Investment Advisory firm providing vast resources and customized strategies to help meet clients’ investment management needs. Clients are serviced by a team of experienced advisors offering a range of financial products and services, including investment management, succession planning strategies, philanthropic...

  • Client Service Specialist

    2 months ago

    Naples, United States Moran Wealth Management® Full time

    Moran Wealth Management® is a Registered Investment Advisory firm providing vast resources and customized strategies to help meet clients’ investment management needs. Clients are serviced by a team of experienced advisors offering a range of financial products and services, including investment management, succession planning strategies, philanthropic...

  • Client Service Specialist

    4 weeks ago

    Naples, United States Moran Wealth Management Full time

    Moran Wealth Management, LLC is a Registered Investment Advisory firm providing vast resources and customized strategies to help meet clients investment management needs. Clients are serviced by a team of experienced advisors offering a range of financial products and services, including investment management, succession planning strategies, philanthropic...

  • Client Service Specialist

    1 week ago

    Naples, Florida, United States Moran Wealth Management Full time

    Moran Wealth Management, LLC is a Registered Investment Advisory firm providing vast resources and customized strategies to help meet clients investment management needs.As a Client Service Specialist, you will be part of a team of experienced advisors offering a range of financial products and services, including investment management, succession planning...

  • Financial Services Associate

    1 month ago

    Naples, Florida, United States Summit Financial Full time

    Client Services AssociateWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Summit Financial. As a key member of our client services team, you will play a critical role in delivering exceptional client experiences and supporting the growth of our business.Responsibilities:Communicate effectively with clients...

  • Client Service Representative

    2 weeks ago

    Naples, Florida, United States Charles Schwab Full time

    Join Charles Schwab's Team as a Client Service SpecialistAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleThis is an exciting...