Client Services Assistant

Client Services Assistant

Fort Myers, FL | Full-Time

Position Overview

We are seeking a professional, organized, and client-focused Client Services Assistant to support our Fort Myers office. This position serves as a primary point of contact for clients, provides administrative and operational support, and works closely with Advisors and the Service team to deliver an exceptional client experience.

Key Responsibilities

• Serve as the primary phone contact and first responder for routine client service requests, including address, phone, and email updates; statements, 1099s, and PII forms; AccountView enrollment/upgrades; statement frequency changes; appointment scheduling; and verbal authorizations for money movement.
• Identify client needs and appropriately route requests to the Service or Advisor team.
• Manage calendars, schedule and confirm meetings, and coordinate Zoom meetings for the MA and FL offices.
• Support day-to-day Fort Myers office management, including mail/FedEx, supplies, petty cash, conference rooms, office equipment, and NDAs.
• Coordinate check deposits, including client confirmations and communication with Advisors regarding investment opportunities.
• Assist with internal meetings, reporting, meeting minutes, weekly recaps, client outreach reporting, new/lost client tracking, and quarterly/annual review reporting.
• Provide backup marketing and event support, including invitations, RSVPs, venues, catering, speakers, printed materials, prospect packets, and bulk communications.
• Assist with travel coordination and special projects as needed.

Qualifications

• Client service, financial services, or administrative experience preferred.
• Excellent communication and organizational skills.
• Strong attention to detail and ability to manage multiple priorities.
• Professional, personable, and highly responsive.
• Ability to handle confidential client information with discretion.
• Comfortable learning and using technology and financial service platforms.
• Team-oriented with a proactive, problem-solving approach.

Pay: $48,891.28 - $58,879.82 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person