Institutional Client Services Associate - Hybrid Fort Myers
Job in
Fort Myers Beach, Lee County, Florida, 33932, USA
Listed on 2026-02-16
Listing for:
Equity Trust
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services company in Fort Myers, FL is seeking a Client Services Associate to guide clients through self-directed investments related to private equity and real estate. The role involves managing client correspondence, answering transaction inquiries, and maintaining relationships. Ideally, candidates should have 1-3 years of experience in service or sales roles and a degree in Finance. The position allows for a hybrid work schedule following a probation period.
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Position Requirements
10+ Years
work experience
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