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Spherion Naples Florida is seeking a Client Relations Associate for a leading Financial Planning Firm dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and comprehensive financial planning, to provide our clients with peace of mind and financial security. Our team is comprised of experienced professionals who are passionate about delivering exceptional service and building long-lasting relationships with our clients. Salary plus a benefits package including medical insurance options and 401(k)/profit-sharing.
Responsibilities:
As a Client Relations Associate, you will play a vital role in supporting our team and ensuring the highest level of service for our valued clients.
Assisting clients with account inquiries, transactions, and general inquiries via phone, email, and in-person meetings.
Providing administrative support to our team, including document preparation, data entry, and maintaining client records.
Collaborating with advisors to prepare client reports, presentations, and financial plans.
Working hours: 8:30 AM – 5:00 PM
Skills:
Managing client scheduling and appointment logistics to ensure efficient and seamless service delivery.
Contributing to the development and implementation of client service processes and procedures to enhance overall efficiency and client satisfaction.
Building strong relationships with clients and demonstrating a commitment to meeting their needs and exceeding their expectations.
Assisting with special projects and initiatives as needed to support the growth and success of our firm.
Education:
High School
Experience:
1-4 years
Qualifications:
High School Diploma or GED
A minimum of 1 year of experience in the financial planning or investment management field.
A professional, confident, and friendly demeanor with excellent communication and interpersonal skills.
Strong administrative skills with proficiency in MS Word, Excel, and Visio.
A proactive and detail-oriented approach with the ability to multitask and prioritize tasks effectively.
A strong commitment to delivering exceptional service to clients and working collaboratively as part of a team.
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).
key responsibilities
As a Client Relations Associate, you will play a vital role in supporting our team and ensuring the highest level of service for our valued clients.Assisting clients with account inquiries, transactions, and general inquiries via phone, email, and in-person meetings.Providing administrative support to our team, including document preparation, data entry, and maintaining client records.Collaborating with advisors to prepare client reports, presentations, and financial plans.
experience
1-4 years
skills
Managing client scheduling and appointment logistics to ensure efficient and seamless service delivery.Contributing to the development and implementation of client service processes and procedures to enhance overall efficiency and client satisfaction.Building strong relationships with clients and demonstrating a commitment to meeting their needs and exceeding their expectations.Assisting with special projects and initiatives as needed to support the growth and success of our firm.
qualifications
High School Diploma or GEDA minimum of 1 year of experience in the financial planning or investment management field.A professional, confident, and friendly demeanor with excellent communication and interpersonal skills.Strong administrative skills with proficiency in MS Word, Excel, and Visio.A proactive and detail-oriented approach with the ability to multitask and prioritize tasks effectively.A strong commitment to delivering exceptional service to clients and working collaboratively as part of a team.
education
High School
