Wealth Management Client Service Associate

Spherion Staffing, LLC; Naples (FL); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

Dental and Vision

401K plan

Short-term disability

Life insurance

Job summary

Spherion Naples is seeking a Client Service Associate in Naples, Florida to join a top-tier financial planning and wealth management environment. You will support financial advisors, onboard clients, and ensure a seamless experience for local families navigating their financial goals.

Key qualifications include 2+ years in client service within financial services, CRM experience, and strong communication. The role requires high professionalism, detail-orientation, and teamwork in a busy setting.

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.

Responsibilities

• Provide outstanding service and support to clients, prospects, and team members.
• Assist with client onboarding, account maintenance, and daily service requests.
• Coordinate and prepare all necessary materials for client meetings.
• Manage client communications and complete timely follow-up activities.
• Support financial advisors with administrative and operational tasks.
• Assist with planning and executing client events, seminars, and educational programs.
• Maintain accurate, seamless client records and documentation.
• Identify opportunities to improve daily operational processes and enhance efficiency.
• Help ensure a smooth, professional client experience at every interaction.

Skills

215 license

CRM experience

Account opening

Education

No Degree Required

Job description

Are you looking for a career, not just a job, where your dedication to exceptional service genuinely changes lives? Spherion Naples is looking for a Client Service Associate in Naples, Florida to join an established, top tier financial planning and wealth management environment!

In this role, you will play a vital part in delivering an extraordinary experience to clients, supporting financial advisors, and driving operational excellence. You will serve as an essential partner in helping local families navigate their financial goals with total confidence and ease.

Responsibilities

• Provide outstanding service and support to clients, prospects, and team members
• Assist with client onboarding, account maintenance, and daily service requests
• Coordinate and prepare all necessary materials for client meetings
• Manage client communications and complete timely follow-up activities
• Support financial advisors with administrative and operational tasks
• Assist with planning and executing client events, seminars, and educational programs
• Maintain accurate, seamless client records and documentation
• Identify opportunities to improve daily operational processes and enhance efficiency
• Help ensure a smooth, professional client experience at every interaction

Working hours: 8:30 AM - 5:00 PM

Skills

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

Experience

• 1-4 years

Education

• No Degree Required

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

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [e-mail].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).