Wealth Management Client Experience Specialist
Job in
Fort Myers, Lee County, Florida, 33916, USA
Listed on 2026-07-15
Listing for:
Sanctuary Wealth Group LLC
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
1280 Financial Partners in Fort Myers, FL seeks a Client Service Associate to support advisors and clients in wealth management. This role emphasizes relationship-building, problem solving, and delivering exceptional service in a fast-paced environment.
The position is full-time, in-office, with a strong focus on client service, operations, and collaborative teamwork. We welcome entry-level candidates and experienced associates, offering comprehensive benefits and bonus potential.
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