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Client Services Associate
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Full-time
- An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals.
- We’re looking for an outgoing Client Service Associate who is an effective communicator, creative problem solver and curious, fast learner.
- We expect our clients to be treated with care and empathy every single day and need team members who feel the same way.
- As a firm independently owned and operated, we have a powerful sense of personal accountability, integrity and a fiduciary responsibility to put our clients first
- Communicate via telephone, email and in person to address team member and client needs
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