Client Services Associate

4 weeks 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 clients thrive? Were 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 firstalways. 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

Bachelors 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

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