Financial Services Associate

6 days ago


Naples, Florida, United States Summit Financial Resources, Inc. Full time
Client Services Associate

We are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Summit Financial Resources, Inc. in Naples, FL. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and ensuring their financial goals are met.

Responsibilities:
  • Communicate with clients via phone, email, and in-person to address their needs and concerns
  • Answer client questions and provide timely, informative, and professional responses
  • Manage client transaction requests and ensure timely processing
  • Prepare and compile documents and reports for client meetings
  • Process insurance, banking, and investment applications and paperwork
  • Onboard new clients and provide a seamless experience
  • Perform administrative and clerical duties, including answering phones and managing email
  • Make travel arrangements and manage team calendars
  • Maintain mailing lists and work according to set team standards and operating procedures
Qualifications:
  • 3-5 years of 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
  • Strong orientation to technology with ability to learn quickly and work with various platforms
  • Sound organizational skills and 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.



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