Wealth Client Experience Specialist

Boutique Recruiting; Naples (FL); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Biannual cost-of-living adjustments

Medical insurance options

Two weeks paid time off + holidays

Job summary

Boutique Recruiting in Naples, FL is seeking a Client Service Associate to join a well-established wealth management firm. You will work with financial planners and advisors to deliver a high-touch client experience, manage account activity, prepare for meetings, and coordinate with custodians to ensure smooth processes.

The ideal candidate has 2+ years of client service in an RIA, broker-dealer, or investment advisory setting.

Qualifications

• 2+ years of client service in an RIA, broker-dealer, or investment advisory environment.
• Experience supporting financial advisors or planners with wealth clients.
• Proficient in Microsoft Office, including Excel formulas.
• Strong organization, time management and proactive ownership.

Responsibilities

• Serve as a key point of contact for clients, answering questions, coordinating requests and providing responsive, professional service
• Partner with financial planners and advisors to prepare for client meetings, organize materials and complete post-meeting follow-up
• Process account openings, closings, distributions, IRA transactions and other client account requests
• Coordinate with custodians and internal teams to ensure transactions, paperwork and client requests are completed accurately and efficiently
• Prepare client documentation, forms and supporting materials while maintaining organized and accurate records
• Support a team-based service model by collaborating with fellow Client Service Associates and planners across the firm
• Participate in client events and contribute ideas that improve processes, efficiency, and the overall client experience

Skills

Client service experience

Organization & time management

Communication skills

Proactive mindset

Tools

Microsoft Office

Job description

Boutique Recruiting in Naples, FL is seeking a Client Service Associate to join a well-established wealth management firm. You will work with financial planners and advisors to deliver a high-touch client experience, manage account activity, prepare for meetings, and coordinate with custodians to ensure smooth processes.

The ideal candidate has 2+ years of client service in an RIA, broker-dealer, or investment advisory setting.