Client Service Associate- Naples, Fl

Willenborg Wealth Management

Naples, FL, US
Base salary components included; + compensation ma...
Client relationship management software proficiency
Excel spreadsheet development skills
High volume client interaction handling
This role provides high-quality administrative support to Financial Advisors and their clients within a fast-paced environment

Job Summary

  • This role provides high-quality administrative support to Financial Advisors and their clients within a fast-paced environment.
  • The position requires processing client financial transactions, opening new accounts, and maintaining accurate documentation using CRM software.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

This role provides high-quality administrative support to Financial Advisors and their clients within a fast-paced environment.

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Client Relationship Management software proficiency
  • Excel spreadsheet development skills
  • High volume client interaction handling
  • Financial transaction processing accuracy
  • Multi-platform communication capabilities

Nice-to-have

  • Creative problem solving abilities
  • Dynamic team collaboration skills
  • Proactive follow-up initiative
  • Fast-paced task management aptitude
  • Marketing event assistance experience

Key Requirements

  • High School Diploma or equivalent
  • One year securities industry experience preferred
  • SIE certification from FINRA
  • Bachelor's degree in Accounting, Business, or Finance

Work Rights

Not specified

Tailored Resume

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