Client Service Associate

Insperity
Fort Myers, FL
Category Healthcare
Job Description
Our client is a boutique wealth management practice seeking a Client Service Associate to provide exceptional client service, support advisors, and help them grow while maintaining elevated client standards.

Requirements

  • 5+ years of financial services experience with 2+ years in client service, advisor support, or operations
  • Bachelor's degree or equivalent experience preferred
  • Strong communication skills and a client-first mindset
  • Exceptional organization, accuracy, and time-management skills
  • Advanced proficiency in Microsoft Office; CRM familiarity required
  • Experience in a fast-paced, detail-oriented financial environment
  • Licensing and industry knowledge strongly recommended

Benefits

  • Comprehensive Health Coverage
  • 401(k) with Employer Match
  • Income Protection
  • Tax-Advantaged Savings
  • Generous Time & Flexibility
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