Client Service Specialist Financial Advisors
Job in
Fort Myers, Lee County, Florida, 33916, USA
Listed on 2026-01-14
Listing for:
BBF Wealth
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in Fort Myers is looking for a motivated Client Service Associate to support Financial Advisors and clients. This role involves processing transactions, managing client accounts, and providing high-quality customer service. The ideal candidate will have excellent communication skills, strong organizational abilities, and experience in the securities industry. Join us to grow your career in a supportive team environment while contributing to client satisfaction and success.
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