Registered Client Associate
6 days ago
Harrison Gray Search is seeking a highly skilled Registered Client Associate to join our team in Naples, FL. As a key member of our team, you will be responsible for delivering exceptional client service and supporting our financial professionals in achieving their goals.
Key Responsibilities:- Provide top-notch client service through direct communication, planning, and execution of client meetings and transactions.
- Assist with new account openings, maintain client relationships, and ensure seamless business practices.
- Collaborate with financial professionals to develop client financial plans and provide administrative support.
- Stay up-to-date on compliance and firm policies, and participate in firm-sponsored training.
- Contribute to a positive team morale and culture.
- 3-7 years of relevant experience in financial services.
- Associate Degree in Business, Finance, or related field.
- Series 7 and 66 (63/65) licensed.
- Proficient in Microsoft Office Suite and Google Suite.
- Ability to sit for long periods and lift at least 10 pounds.
- Salary commensurate with experience: $55,000 - $70,000.
- Additional compensation of up to $10,000 per year.
- Total Rewards Benefits Package, including medical, dental, and vision insurance, 401k plans, and flexible spending accounts.
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Registered Client Associate
2 weeks ago
Naples, Florida, United States Harrison Gray Search Full timeAbout the RoleHarrison Gray Search is seeking a highly skilled and motivated Registered Client Associate to join our team in Naples, FL. As a key member of our financial services team, you will play a critical role in delivering exceptional client service and supporting the growth of our business.Key ResponsibilitiesClient ServiceProvide top-notch client...
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Registered Client Associate
2 weeks ago
Naples, Florida, United States Harrison Gray Search Full timeAbout the RoleHarrison Gray Search is seeking a highly skilled and motivated Registered Client Associate to join our team in Naples, FL. As a key member of our client-facing team, you will play a critical role in delivering exceptional service to our clients and helping them achieve their financial goals.Key ResponsibilitiesClient/Financial Professional Team...
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Client Service Associate
6 days ago
Naples, Florida, United States Summit Financial Full timeClient Service AssociateWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Summit Financial. As a key member of our client service team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met, and exceeding their expectations.Key Responsibilities:Communicate...
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Client Relations Associate
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Client Relationship Associate
4 weeks ago
Naples, Florida, United States Bank of Montreal Full timePosition Overview:As a vital member of our Retail Banking Sales & Service team, you will play a key role in delivering outstanding service to our valued customers and potential clients. Your primary responsibility will be to understand and address customer needs effectively.Key Responsibilities:1. Provide exceptional customer experience by engaging with...
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Client Relations Associate
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Naples, Florida, United States Randstad Full timeCompany Overview:Randstad is collaborating with a prominent wealth management organization seeking a dedicated Client Services Representative. Role Overview:The ideal candidate will possess a strong background in administrative and clerical functions, demonstrating exceptional skills in managing multiple priorities effectively. Key Responsibilities:1....
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Client Relationship Associate
4 weeks ago
Naples, Florida, United States Bank of Montreal Full timePosition Overview:As a vital member of our Retail Banking Sales & Service team, you will play a key role in delivering outstanding service to our clients. Your primary responsibility will be to understand and assess customer needs, providing tailored advice and guidance in financial matters.Key Responsibilities:1. Deliver exceptional customer experiences by...
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Client Services Associate I
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Naples, Florida, United States Collier County, FL Full timeSalary: $17.51 Hourly Location: Naples, FL Job Type: Full Time, Regular Department: Public Services Department Division: Domestic Animal Services Job SummaryAs a Customer Service Specialist, you will deliver exceptional support and administrative assistance within a designated Division or program. Your responsibilities will include managing inquiries from...
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Client Relations Associate
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Client Services Coordinator
3 weeks ago
Naples, Florida, United States Moran Wealth Management Full timeJob OverviewMoran Wealth Management, a distinguished Registered Investment Advisory firm, offers extensive resources and tailored strategies to fulfill clients' investment management requirements. Our clients benefit from a dedicated team of seasoned advisors who provide a diverse array of financial products and services, including investment management,...
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Client Relations Coordinator
3 weeks ago
Naples, Florida, United States Moran Wealth Management Full timeJob OverviewMoran Wealth Management, a Registered Investment Advisory firm, is dedicated to providing extensive resources and tailored strategies to address clients' investment management requirements. Our clients benefit from a team of seasoned advisors who offer a diverse array of financial products and services, including investment management, succession...
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Client Relations Specialist
1 week ago
Naples, Florida, United States Summit Financial Resources, Inc. Full timePosition Overview:Summit Financial Resources, Inc. is a reputable and expanding independent wealth management firm seeking a dedicated Client Services Associate. This role is essential in our commitment to assist clients in realizing their financial aspirations. We pride ourselves on fostering a collaborative atmosphere that encourages autonomy while...
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Client Relations Specialist
4 weeks ago
Naples, Florida, United States Summit Financial Resources, Inc. Full timePosition 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...
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Financial Services Associate
1 week ago
Naples, Florida, United States Harrison Gray Search Full timeJob Title: Registered Client AssociateHarrison Gray Search is seeking a highly skilled and motivated Registered Client Associate to join our team in Naples, FL. As a key member of our client-facing team, you will be responsible for delivering exceptional service to our clients and helping them achieve their financial goals.Key Responsibilities:Communicate...
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Client Service Representative
1 week ago
Naples, Florida, United States Moran Wealth Management® Full timeAbout the RoleMoran Wealth Management is a leading Registered Investment Advisory firm dedicated to delivering exceptional investment management services to its clients. As a Client Service Specialist, you will play a vital role in ensuring that our clients receive top-notch service and support.Key ResponsibilitiesCollaborate with our team of experienced...
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Client Service Representative
20 hours ago
Naples, Florida, United States Moran Wealth Management® Full timeClient Service SpecialistMoran Wealth Management is a Registered Investment Advisory firm that provides comprehensive resources and customized strategies to meet clients' investment management needs. Our team of experienced advisors offers a range of financial products and services, including investment management, succession planning, philanthropic, and...
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Client Relations Specialist
4 weeks ago
Naples, Florida, United States NEST - Integrated Facilities Management Full timeNEST is a leader in the Integrated Facilities Management (IFM) sector. Since its inception in 1994, we have partnered with clients to deliver significant cost efficiencies through cutting-edge technology and operational excellence, all while upholding their brand identity. Choosing an IFM partner that comprehends your business is crucial for the success of...
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Client Relationship Specialist
4 weeks ago
Naples, Florida, United States PNC Financial Services Group Full timePosition Summary At PNC Financial Services Group, our workforce is our most significant differentiator and competitive edge in the sectors we operate. We are all committed to providing the finest experience for our clients. Each day, we collaborate to cultivate an inclusive workplace culture where all employees feel appreciated, respected, and have the...
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Client Relations Specialist
4 weeks ago
Naples, Florida, United States NEST - Integrated Facilities Management Full timeNEST is a leader in the Integrated Facilities Management (IFM) sector. Since its inception in 1994, we have partnered with clients to deliver significant cost efficiencies through cutting-edge technology and operational excellence, all while preserving their brand integrity. Choosing an IFM partner that comprehends your business is crucial for the success of...
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Client Service Representative
1 week ago
Naples, Florida, United States Moran Wealth Management Full timeAbout the RoleMoran Wealth Management is a leading Registered Investment Advisory firm dedicated to providing exceptional investment management services to our clients. As a Client Service Specialist, you will play a vital role in ensuring that our clients receive the highest level of service and support.Key ResponsibilitiesClient Service Coordination:...