financial services - customer service assistant.

As a Financial Services Customer Service Assistant, you will join a well established firm rooted in generational client trust and a supportive, family first environment. You will collaborate with experienced advisors and dedicated teammates who invest in your success, offering dedicated guidance and hands on training to help you develop your skills and advance your career. If you bring an approachable presence, a strong service mindset, and a desire to build rewarding professional relationships, this Financial Services Customer Service Assistant position provides the ideal environment to thrive.

Responsibilities:
As a Financial Services Customer Service Assistant, you will deliver above and beyond care across every client interaction, serving as a vital link between clients, prospective accounts, and internal team members. You will coordinate appointments for client meetings, manage outgoing communications and follow ups, and assist with essential client onboarding steps, account maintenance, and routine service requests.

In addition to direct client communication, you will support financial advisors with everyday administrative and operational tasks. You will maintain accurate, organized client records and documentation, assist with office meetings and events, and proactively identify opportunities to streamline processes and enhance office efficiency.

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

Skills:
Familiarity with financial services workflows, client onboarding, or account servicing processes

Prior experience coordinating appointments and managing administrative calendars

Strong process improvement mindset with an eye for workflow efficiency

Professional communication skills suited for client events and high touch customer support

Education:
No Degree Required

Experience:
1-4 years

Qualifications:
Minimum of 2 years of customer service experience

Strong experience with Microsoft Office applications

Professional, confident, and friendly presence

Strong commitment to providing outstanding service to clients and team members


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).