Job details Are you passionate about delivering exceptional client service and ready to grow your career in the financial services industry? Join our established financial planning firm with over 40 years of trusted experience helping individuals and families achieve long-term financial security. Our founding advisors bring over 200 years of combined industry knowledge, having served multiple generations of loyal clients. ... At our firm, relationships come first. Our team is our family, and our clients feel the same. If you're looking for a fulfilling role in a collaborative and mission-driven environment, we'd love to talk with you.

Responsibilities:
As a Client Service Associate, you will be an essential part of our client support team, contributing to our ongoing commitment to service excellence. Your responsibilities will include:
Providing high-touch, professional customer service to clients and internal team members
Supporting financial advisors with client onboarding, scheduling, and event coordination
Building and nurturing strong relationships with clients, advisors, and team members
Ensuring seamless client interactions by managing communications and administrative support
Participating in ongoing career development and training initiatives

Working hours: 8:00 AM - 5:00 PM

Skills:
Strong proficiency in Microsoft Office Suite (Outlook, Excel, Word, etc.)
Exceptional communication skills and a passion for providing world-class service

Education:
High School

Experience:
1-4 years

Qualifications:
2+ years of experience in client services or administrative support within the financial services industry
A friendly, confident, and professional demeanor
A team-first attitude and commitment to supporting firm-wide success


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 at 239-263-2998 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 health, and an incentive and recognition program (all benefits are based on eligibility).

Show lessShow more Are you passionate about delivering exceptional client service and ready to grow your career in the financial services industry? Join our established financial planning firm with over 40 years of trusted experience helping individuals and families achieve long-term financial security. Our founding advisors bring over 200 years of combined industry knowledge, having served multiple generations of loyal clients.
At our firm, relationships come first. Our team is our family, and our clients feel the same. If you're looking for a fulfilling role in a collaborative and mission-driven environment, we'd love to talk with you.

Responsibilities:
As a Client Service Associate, you will be an essential part of our client support team, contributing to our ongoing commitment to service excellence. Your responsibilities will include:
Providing high-touch, professional customer service to clients and internal team members
Supporting financial advisors with client onboarding, scheduling, and event coordination
Building and nurturing strong relationships with clients, advisors, and team members
Ensuring seamless client interactions by managing communications and administrative support ... Participating in ongoing career development and training initiatives

Working hours: 8:00 AM - 5:00 PM

Skills:
Strong proficiency in Microsoft Office Suite (Outlook, Excel, Word, etc.)
Exceptional communication skills and a passion for providing world-class service

Education:
High School

Experience:
1-4 years

Qualifications:
2+ years of experience in client services or administrative support within the financial services industry
A friendly, confident, and professional demeanor
A team-first attitude and commitment to supporting firm-wide success


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 at 239-263-2998 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 health, and an incentive and recognition program (all benefits are based on eligibility).

Show lessShow morekey responsibilities

As a Client Service Associate, you will be an essential part of our client support team, contributing to our ongoing commitment to service excellence. Your responsibilities will include:Providing high-touch, professional customer service to clients and internal team membersSupporting financial advisors with client onboarding, scheduling, and event coordinationBuilding and nurturing strong relationships with clients, advisors, and team membersEnsuring seamless client interactions by managing communications and administrative supportParticipating in ongoing career development and training initiatives

experience

1-4 years

skills

Strong proficiency in Microsoft Office Suite (Outlook, Excel, Word, etc.)Exceptional communication skills and a passion for providing world-class service

qualifications

2+ years of experience in client services or administrative support within the financial services industryA friendly, confident, and professional demeanorA team-first attitude and commitment to supporting firm-wide success

education

High School

share this job.