Finance Client Service

Naples, Florida
Financial Services (Business and Financial Operations Occupations)
Job Type
Working Hours
8:30 AM - 5:00 PM
US$ 20.00 per hour
Ref. Number
Ashley Hagaman, Spherion
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Job Description

Do you have support staff experience in the financial services industry, specifically in financial planning and investments? If so let's talk! As a Client Services Associate you will be an important part of our family-oriented financial planning team. You will provide your expertise and support to our clients, advisors, and staff including direct client contact, administrative servicing support, meeting preparation, estate settlement, insurance basics, and more. You will be working closely with advisors and clients to support our entire team. If you are a self-starter and self-motivated this position is made for you to take it and run!

Your role as a Client Services Associate will have you providing support for both clients and advisors. If you are looking to learn and love a challenge then this may be for you! You will be front-facing with clients and back-facing with our team. You will have the best of both worlds if you enjoy working with a team and building relationships.

Working hours: 8:30 AM - 5:00 PM

Series 7 and 66 preferred but not necessary. Strong Microsoft Office skills required; Visio preferred. SmartOffice, eMoney, and Morningstar experience a plus.


4-7 years

Several ways to Apply-
*Apply in Person MONDAY- FRIDAY between the hours of 9:30am-1:30pm or call our office to schedule an appointment.
*4964 Tamiami Trail North, Naples FL 34103
*Apply on line
*Email your Resume by replying to this post
*Call our office at 239-494-3044 for more information


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. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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