Wealth Management Client Service Associate

Build Relationships. Make a Difference. Grow Your Career.

Are you passionate about delivering exceptional service? Do you enjoy building meaningful relationships and helping clients achieve peace of mind? Are you looking for a professional environment where your contributions are valued and your career can grow?

If so, we would like to meet you.

We are a well-established financial planning and wealth management firm with more than 40 years of serving families in Naples and helping them achieve their financial goals. Our success has been built on trust, integrity, and an unwavering commitment to our clients. Many of the families we serve today include multiple generations—children, grandchildren, and even great-grandchildren of our original clients.

We believe our clients deserve an extraordinary experience, and we are looking for a Client Service Associate who shares that commitment.

What You'll Do

As a Client Service Associate, you will play a vital role in delivering an exceptional client experience while supporting our advisors and operations team.

Responsibilities include:

• Providing outstanding service and support to clients, prospects, and team members
• Assisting with client onboarding, account maintenance, and service requests
• Coordinating and preparing for client meetings
• Managing client communications and follow-up activities
• Supporting advisors with administrative and operational tasks
• Assisting with client events, seminars, and educational programs
• Maintaining accurate client records and documentation
• Identifying opportunities to improve processes and enhance efficiency
• Helping to ensure a smooth and professional client experience at every interaction

What We're Looking For

The ideal candidate is professional, organized, detail-oriented, and genuinely enjoys helping others.

Qualifications:

• Minimum of 2 years of client service experience within the financial services industry
• Strong interpersonal and relationship-building skills
• Excellent verbal and written communication abilities
• High level of professionalism, discretion, and attention to detail
• Strong organizational and time-management skills
• Proficiency with Microsoft Office Suite
• Ability to manage multiple priorities in a fast-paced environment
• Positive attitude and team-oriented mindset

Preferred but Not Required:

• Experience with CRM systems
• Knowledge of account opening and maintenance processes

What We Offer

We are committed to helping our team members succeed both professionally and personally.

• Competitive compensation
• Health insurance options
• 401(k) with 5% company match
• 5 % Profit-sharing opportunities
• Paid time off
• Monday through Friday schedule
• Ongoing training and professional development
• Supportive team environment
• Long-term career growth opportunities

Why Join Us?

At our firm, relationships matter. We treat our clients like family, and we believe in creating the same supportive environment for our team. You'll join a group of professionals who are committed to helping one another succeed while making a meaningful difference in the lives of the families we serve.

If you are looking for a career—not just a job—and want to be part of a firm that values service, teamwork, and integrity, we encourage you to apply.

Pay: From $55,000.00 per year

Benefits:

• Health insurance
• Paid time off

Application Question(s):

• Have you had at least two years experience within the financial services industry?

Work Location: In person