Current jobs related to Client Relations Specialist - Naples, Florida - Summit Financial Resources, Inc.
-
Client Service Specialist
4 weeks ago
Naples, Florida, United States Moran Wealth Management Full timeJob 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 Specialist
1 week ago
Naples, Florida, United States Moran Wealth Management Full timeMoran 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 Client Relations Specialist
2 weeks ago
Naples, Florida, United States Spherion Full timeFinancial Planning Client LiaisonSpherion Naples Florida is seeking a Financial Planning Client Liaison to join a well-established financial planning firm with 40 years of experience in helping families achieve financial security.As a Financial Planning Client Liaison, you will be responsible for delivering exceptional client service, exceeding expectations...
-
Client Relationship Specialist
1 week ago
Naples, Florida, United States Charles Schwab Full timeClient Relationship Specialist OpportunityAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in delivering an unparalleled client experience. You'll work closely with your Client Relationship Manager and Branch Manager to ensure the operational...
-
Client Service Representative
2 weeks ago
Naples, Florida, United States Moran Wealth Management Full timeAbout 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 Engagement Specialist
4 weeks ago
Naples, Florida, United States Berman Physical Therapy Full timeAbout UsBerman Physical Therapy is a rapidly growing practice in Naples, FL, dedicated to helping people aged 50+ stay active and pain-free. Our team is passionate about delivering exceptional client experiences and fostering a family-like environment.Job SummaryWe are seeking a skilled Client Engagement Specialist to join our team. As a key member of our...
-
Client Service Representative
3 weeks ago
Naples, Florida, United States Charles Schwab Full timeAbout the RoleWe're seeking a highly motivated and customer-focused Client Service Specialist to join our team at Charles Schwab. As a key member of our branch team, you'll play a critical role in delivering exceptional client experiences and driving operational success.Key ResponsibilitiesProvide top-notch customer service to clients, addressing their needs...
-
Physical Therapy Client Experience Specialist
2 weeks ago
Naples, Florida, United States Berman Physical Therapy Full timeAbout UsBerman Physical Therapy is a rapidly growing practice in Naples, FL, dedicated to providing exceptional care to our patients. We're committed to creating a positive and supportive environment that fosters growth and success for our staff and patients alike.Mission and Purpose of PositionWe're seeking a skilled Client Engagement Specialist to help...
-
Client Service Representative
2 weeks ago
Naples, Florida, United States Charles Schwab Full timeJoin 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...
-
Physical Therapy Client Liaison
2 weeks ago
Naples, Florida, United States Berman Physical Therapy Full timeAbout UsBerman Physical Therapy is a rapidly growing practice in Naples, FL, known for its exceptional team culture and patient-centric approach. We're dedicated to helping people aged 50+ stay active and pain-free, without relying on medication.Job SummaryWe're seeking a highly skilled Client Engagement Specialist to join our team. As a key member of our...
-
Client Relationship Specialist
2 weeks ago
Naples, Florida, United States Charles Schwab Full timeAbout the RoleAt 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.Key ResponsibilitiesPlay a critical role in the operational success of our local Schwab...
-
Private Client Financial Advisor
6 days ago
Naples, Florida, United States Citizens Full timeJob DescriptionCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing personalized financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, taking...
-
Private Client Financial Advisor
2 weeks ago
Naples, Florida, United States Citizens Full timeRole OverviewCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive wealth management plans tailored to individual client needs.Build and...
-
Private Client Financial Advisor
4 weeks ago
Naples, Florida, United States Citizens Full timeJob OverviewCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for helping high-net-worth individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for clients.Build and...
-
Rehabilitation Specialist
2 months ago
Naples, Florida, United States Physical Therapy Clinic Of Naples Full timeJob OverviewWe are looking for a dedicated Rehabilitation Specialist to provide exceptional care to our clients. In this role, you will engage directly with individuals in a private fitness environment, addressing both immediate and ongoing rehabilitation needs.Key Responsibilities:Design and execute rehabilitation programs tailored to individual recovery...
-
Nutrition Specialist
4 weeks ago
Naples, Florida, United States Berman Physical Therapy Full timeJob Title: Nutrition SpecialistBerman Health and Wellness is seeking a highly skilled Nutrition Specialist to join our team at a reputable medical weight loss and gut healing clinic.Responsibilities:Develop and implement personalized nutrition plans for clientsConduct thorough nutrition assessments and provide recommendationsCollaborate with healthcare...
-
Client Advisor
4 weeks ago
Naples, Florida, United States Tourneau|Bucherer Full timeJob Title: Client AdvisorAt Tourneau|Bucherer, we are seeking a highly skilled and motivated Client Advisor to join our team in Naples. As a Client Advisor, you will be responsible for providing an exceptional client experience and meeting or exceeding sales objectives.Key Responsibilities:Create a positive, inviting, and elevated environment for discerning...
-
Client Advisor
2 weeks ago
Naples, Florida, United States Tourneau|Bucherer Full timeJob Title: Client AdvisorAs a Client Advisor at Tourneau|Bucherer, you will play a critical role in delivering an exceptional client experience and meeting or exceeding sales objectives. Your primary responsibility will be to create a positive, inviting, and elevated environment for discerning clients, showcasing your passion for watches and jewelry.Key...
-
Registered Client Associate
5 days ago
Naples, Florida, United States Harrison Gray Search & Consulting Full timeJob 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 Representative
2 weeks ago
Naples, Florida, United States Charles Schwab Full timeJob Opportunity at Charles SchwabAt 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.Key Responsibilities:Play a critical role in the operational success...
Client Relations Specialist
2 months ago
Position Overview:
Summit Financial Resources, Inc. is a reputable and expanding independent wealth management firm seeking a dedicated Client Services Associate. This role is pivotal in our commitment to assist clients in reaching their financial aspirations. We foster a collaborative environment that encourages autonomy while focusing on client success. We are in search of a personable Client Services Associate who excels in communication, possesses strong problem-solving skills, and is a quick learner. Our clients deserve attentive and empathetic service, and we need team members who share this value.
Key Responsibilities:
- Engage with clients and team members through various communication channels, including phone, email, and in-person interactions.
- Address client inquiries and concerns promptly and professionally.
- Gain comprehensive knowledge of daily operations, including account management, transaction processing, and client service tasks.
- Oversee all client transaction requests efficiently.
- Prepare and organize essential documents and reports for client meetings.
- Handle insurance, banking, and investment applications and related paperwork.
- Collect and update client information in the CRM system.
- Facilitate the onboarding process for new clients, ensuring a welcoming experience.
- Perform administrative duties, including phone management and email triage.
- Coordinate travel arrangements and manage expense reports.
- Schedule appointments and maintain team calendars.
- Support the maintenance of mailing lists and standard operating procedures.
- Collaborate with external partners and custodians as needed.
Qualifications:
- 3-5 years of experience in client service within the financial services sector or banking.
- A bachelor’s degree is preferred but not mandatory.
- A strong desire to thrive in a fast-paced, entrepreneurial environment.
- Ability to work independently while collaborating effectively with team members.
- A team-oriented mindset focused on business growth and client outcomes.
- Proficiency in technology and a quick adaptability to various platforms.
- Exceptional organizational skills and attention to detail.
- Strong verbal and written communication abilities.
- Proactive problem-solving skills with the initiative to identify and resolve issues.
We offer a competitive salary based on experience and qualifications. This full-time position provides opportunities for professional development and career advancement.
If you are passionate about delivering outstanding client service, we encourage you to consider this opportunity.
