Wealth Management Client Service Associate | Growth & Detail

Boutique Recruiting; Naples (FL); Presencial; USD 60.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) match

COLA adjustments

Medical insurance

Paid time off

Descripción de la vacante

Boutique Recruiting is seeking a Client Service Associate for a well-established wealth management firm in Naples, FL. This role centers on high‑touch client service, partnering with financial planners to coordinate client requests and manage account activity behind the scenes.

The ideal candidate has 2+ years in client service within an RIA or advisory environment, is proficient with Microsoft Office (Excel), communicates confidently, and takes ownership with a proactive, team‑oriented approach.

Formación

• 2+ years of client service experience within an RIA, broker-dealer, or investment advisory environment.
• Experience supporting financial advisors or planners and working directly with wealth management clients.
• Strong proficiency with Microsoft Office, including Excel formulas.

Responsabilidades

• 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.

Conocimientos

Client service

Microsoft Office

Excel

Communication

Organization

Ownership

Descripción del empleo

Boutique Recruiting is seeking a Client Service Associate for a well-established wealth management firm in Naples, FL. This role centers on high‑touch client service, partnering with financial planners to coordinate client requests and manage account activity behind the scenes.

The ideal candidate has 2+ years in client service within an RIA or advisory environment, is proficient with Microsoft Office (Excel), communicates confidently, and takes ownership with a proactive, team‑oriented approach.