Wealth Management Client Service Specialist; Hybrid
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-03-01
Listing for:
Mercer Advisors
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services company in Naples, FL is seeking a Client Service Specialist to support its Wealth Management team. The role emphasizes providing exceptional operational support and enhancing the client experience for high-net-worth clients. Ideal candidates should have a high school diploma (bachelor's preferred), five years of experience, and strong skills in organization, communication, and CRM tools. A competitive salary range of $40,000 to $80,000 is offered, along with comprehensive benefits, including health insurance and paid time off.
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