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
Education:
No Degree Required
Experience:
1-4 years
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
Apply Now on this post!!
We offer weekly open interviews Mondays thru Fridays 9:30am-12noon and then 1pm-2:30pm
Walk-ins welcome, want to skip the wait...
Call us at 239-494-3044 or send us a text today to schedule an interview! We are located at:
4964 Tamiami Trail North
Naples, FL 34103
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 Callcenter@spherion.com.
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).
key responsibilities
Provide outstanding service and support to clients, prospects, and team membersAssist with client onboarding, account maintenance, and daily service requestsCoordinate and prepare all necessary materials for client meetingsManage client communications and complete timely follow-up activitiesSupport financial advisors with administrative and operational tasksAssist with planning and executing client events, seminars, and educational programsMaintain accurate, seamless client records and documentationIdentify opportunities to improve daily operational processes and enhance efficiencyHelp ensure a smooth, professional client experience at every interaction
experience
1-4 years
skills
215 licenseExperience with CRM systemsKnowledge of account opening and maintenance processes
qualifications
Minimum of 2 years of client service experience within the financial services industryStrong interpersonal and relationship-building skillsExcellent verbal and written communication abilitiesHigh level of professionalism, discretion, and attention to detailStrong organizational and time-management skillsProficiency with Microsoft Office SuiteAbility to manage multiple priorities in a fast-paced environmentPositive attitude and team-oriented mindset
education
No Degree Required
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