Onsite Client Accounts Specialist (Wealth Management)

The Hollister Group; Naples (FL); On-site; USD 52,000 - 70,000; Full time

Job summary

The Hollister Group is seeking a Client Account Administrator to support client service and account administration for a wealth management client in Naples, FL. This is a full-time, onsite role.

You will coordinate with internal teams and custodians, open/close accounts, process cash movements, and prepare client reports while using Salesforce, Orion, DocuSign, Outlook, and other platforms. Strong organizational skills and discretion are essential.

Qualifications

• Bachelor’s degree in business/finance or equivalent experience.
• Proficient in Microsoft Office (Excel, Outlook, Word, Teams).
• Strong communication, organization, and attention to detail.
• Ability to handle confidential information with discretion.

Responsibilities

• Support client service requests with timely, accurate follow-through.
• Coordinate with internal teams and custodians to complete account actions.
• Open/close accounts and manage account maintenance paperwork.
• Process cash movements and asset transfers with clear documentation.
• Use Outlook, Salesforce, Orion, DocuSign, and custodian platforms to complete workflows.
• Assist with meeting prep and ad hoc client reporting.
• Provide backup administrative support as needed.

Skills

Strong communication

Organization

Attention to detail

Discretion

Education

Bachelor’s degree in business/finance

Tools

Salesforce

DocuSign

Orion

Job description

The Hollister Group is seeking a Client Account Administrator to support client service and account administration for a wealth management client in Naples, FL. This is a full-time, onsite role.

You will coordinate with internal teams and custodians, open/close accounts, process cash movements, and prepare client reports while using Salesforce, Orion, DocuSign, Outlook, and other platforms. Strong organizational skills and discretion are essential.