Client Service Associate (Wealth Management)
On-siteFort Myers, Florida, United States
Job Summary
Serve as the primary point of contact for client service requests, questions, and account-related needs, delivering white-glove experiences through timely, professional communication. Coordinate client meetings, prepare materials, and support advisors before and after interactions while assisting with onboarding and ensuring seamless transitions for new relationships. Process account paperwork, forms, and operational requests, including money movement and account maintenance activities, while maintaining accurate client records and ensuring compliance with firm policies. Partner with advisors and team members to manage scheduling, workflow, and internal coordination, proactively identifying opportunities to improve processes and enhance the client experience. Work onsite full-time in Fort Myers, FL, with competitive compensation and comprehensive benefits. Join a rapidly growing independent wealth management firm committed to objective advice and disciplined investment management.
Required Qualifications
- 0-3+ years of experience in wealth management or financial services
- Strong client service orientation with exceptional verbal and written communication skills
- High level of professionalism, discretion, and attention to detail
- Strong organizational skills with the ability to manage multiple priorities simultaneously
- Ability to work independently while also thriving in a collaborative team environment
- Proficiency with Microsoft Outlook, Word, Excel, and Teams
- Demonstrated ability to learn new systems and technology platforms quickly
- Positive attitude, strong work ethic, and willingness to support the broader team
- Ability to work onsite full-time in Fort Myers, FL
Desired Qualifications
- Previous experience supporting financial advisors, wealth managers, RIAs, broker-dealers, or private banking teams
- Series 7 and/or Series 66 licenses (or willingness to pursue licensing)
- Experience working with BNY Pershing and/or Charles Schwab Advisor Services
- Familiarity with custodial account servicing, ACAT transfers, money movement requests, and account maintenance workflows
- Associate's or Bachelor's degree
- Understanding of financial planning, investment management, retirement planning, or wealth management concepts
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