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Client Experience Specialist – Financial Services
Job in
East Naples, Collier County, Florida, USA
Listed on 2026-06-02
Listing for:
PowerToFly
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in East Naples, Florida, seeks a Registered Client Service Associate to manage client relationships and ensure a high standard of service. The role involves onboarding clients, preparing financial plans, and collaborating with Financial Advisors. Ideal candidates will have a high school diploma, relevant industry licenses, and strong client service skills. This position offers a supportive work environment with great opportunities for professional development.
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