Spherion Naples Florida is seeking a Financial Client Relations Associate to join a well-established financial planning firm with 40 years of experience in helping families achieve financial security. If you're passionate about building relationships and providing top-tier client service, apply today to build a fulfilling career in financial planning.
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- Be part of a supportive and inclusive team environment.
- Contribute to the financial well-being of families for generations to come.
- Enjoy opportunities for professional development and career growth.
Responsibilities:
Deliver exceptional client service, exceeding expectations in every interaction.
Assist in client services such as onboarding, coordinating meetings, and organizing events.
Build strong relationships with clients, advisors, and internal team members.
Support the advisory team with your expertise and administrative skills.
Participate in professional growth opportunities and career development initiatives.
Working hours: 8:30 AM - 5:00 PM
Skills:
A collaborative team dedicated to your success.
Continuous support from management, advisors, and staff.
Career advancement opportunities within or beyond your role.
Comprehensive benefits package, including medical insurance, 401(k) with matching, and profit-sharing.
Education:
High School
Experience:
1-4 years
Qualifications:
High School Diploma or GED
Minimum of 2 years of experience in financial planning or investment management (securities licensing preferred).
Professional, confident, and client-focused demeanor.
Strong administrative skills, particularly in MS Word, Excel, and Visio.
A commitment to building long-term client and team relationships.
Apply Now on this post!!
We offer weekly open interviews Mondays thru Fridays 9:30am-1:30pm
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).