Financial Services Associate
6 days ago
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
- 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.
-
Financial Services Associate
2 weeks ago
Naples, Florida, United States Summit Financial Full timeClient 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...
-
Mortgage Loan Officer
4 weeks ago
Naples, Florida, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...
-
Financial Services Associate
3 weeks 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...
-
Client Service Associate
3 weeks 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...
-
Financial Operations Specialist
4 weeks ago
Naples, Florida, United States Summit Financial Full timeJob SummarySummit Financial is seeking a highly skilled Client Services Associate to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesProvide timely and informative responses to client inquiries and concernsManage client transaction requests...
-
Naples, Florida, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Digital Marketing Coordinator to join our team. As a Digital Marketing Coordinator, you will be responsible for developing and implementing digital marketing strategies to drive online traffic, customer engagement, and revenue growth.Key Responsibilities:Develop and implement digital...
-
Naples, Florida, United States PNC Financial Services Group Full timeJob DescriptionJob ProfilePosition OverviewPNC Financial Services Group is committed to fostering an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.We are seeking a highly skilled...
-
Financial Services Representative
5 days ago
Naples, Florida, United States First Foundation Bank Full timeJob Title: Universal Banker IIJob Summary:This role is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and...
-
Financial Services Specialist
3 weeks ago
Naples, Florida, United States National Guard Employment Network Full timeJob SummaryWe are seeking a highly skilled Personal Financial Counselor III to join our team at the National Guard Employment Network. As a key member of our organization, you will provide expert financial guidance and support to military service members and their families.Key ResponsibilitiesDeliver comprehensive personal financial counseling services to...
-
Financial Services Representative
1 month ago
Naples, Florida, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled Financial Services Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, providing personalized...
-
Financial Operations Specialist
1 week ago
Naples, Florida, United States Agency Services Full timeJob OverviewWe are seeking a detail-oriented and organized Financial Specialist to oversee responsibilities related to both Accounts Payable and Receivable at Agency Services, a leading marketing and advertising company.The ideal candidate will play a key role in maintaining precise financial records, managing vendor and customer relationships, and ensuring...
-
Financial Services Professional
5 days ago
Naples, Florida, United States Charles Schwab Full timeJoin Our Team as a Financial Consultant PartnerAt Charles Schwab, we empower our employees to make a positive impact on their careers and the finance industry. As a Financial Consultant Partner, you will be at the heart of our action, acting as a trusted partner to our Sr. Financial Consultants and their practice clients.As a key member of our team, you will...
-
Financial Services Coordinator
3 weeks ago
Naples, Florida, United States Mediabistro Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Producer to join our team. As a key member of our finance department, you will be responsible for coordinating the sale of finance and insurance programs to customers, working closely with lenders and financial institutions to provide financial services to dealership customers.Key...
-
Financial Operations Specialist
4 weeks ago
Naples, Florida, United States Agency Services Full timeJob OverviewAgency Services, a leading marketing and advertising company, is seeking a detail-oriented and organized Financial Operations Specialist to oversee responsibilities related to both Accounts Payable and Receivable.The ideal candidate will play a key role in maintaining precise financial records, managing vendor and customer relationships, and...
-
Financial Services Coordinator
2 days ago
Naples, Florida, United States Mediabistro Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Producer to join our team. As a key member of our finance department, you will be responsible for coordinating the sale of finance and insurance programs to customers, working closely with lenders and financial institutions to provide financial services to dealership customers.Key...
-
Member Service Representative
4 weeks ago
Naples, Florida, United States Lake Michigan Credit Union Full timeAbout the RoleWe are seeking a highly skilled and motivated Member Service Representative to join our team at Lake Michigan Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, educating them on our financial products and services, and helping them achieve their financial goals.Key...
-
Financial Services Coordinator
2 weeks ago
Naples, Florida, United States Mediabistro Full timeJob SummaryWe are seeking a highly skilled Financial Services Producer to join our team. As a key member of our finance department, you will be responsible for coordinating the sale of finance and insurance programs to customers.Key Responsibilities:Sell financing and insurance to customers, ensuring a seamless and transparent process.Review customer credit...
-
Financial Services Representative
3 weeks ago
Naples, Florida, United States Synovus Full timeJob SummaryServes as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives.Key ResponsibilitiesOperates as a multi-functional team member with the ability to process transactions and provide customer service.Executes activities required to meet...
-
Financial Services Advisor
2 days ago
Naples, Florida, United States Fifth Third Bank Full timeAbout the RoleFifth Third Bank is seeking a highly skilled and experienced Wealth Management Advisor II to join our team. As a key member of our Private Bank, you will play a critical role in delivering exceptional client service and driving business growth.Key ResponsibilitiesSales and Business Development:Develop and execute a personal business plan to...
-
Payments Sales Advisor, Linga
4 weeks ago
Naples, Florida, United States PNC Financial Services Group Full timeJob DescriptionPosition OverviewPNC Financial Services Group is seeking a highly skilled and experienced professional to join our team as a Payments Sales Advisor. As a key member of our organization, you will be responsible for driving the sales of our Merchant Services Solutions and developing strong relationships with our clients.The RoleThe Payments...