Investment Client Services & Onboarding; Hybrid
Job in
Fort Myers, Lee County, Florida, 33916, USA
Listed on 2026-06-05
Listing for:
Equity Trust Company
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Equity Trust Company is seeking a Client Services Associate based in Fort Myers, FL. The role involves assisting clients with self-directed investments and managing communications. Candidates should have 1-3 years of service or sales experience, preferably in finance, and a bachelor's degree in a related field is preferred. This position offers a hybrid schedule following a probationary period, along with opportunities to work with clients over various investment types.
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