Client Services Associate

Client Services Associate

Fort Myers, FL | Full-Time

Are you looking for an opportunity to use your exceptional client service skills while working one-on-one with clients every day? Do you enjoy building long-term relationships, supporting a high-performing advisory team, and contributing to a fast-growing, service-driven wealth management firm? If so, we’d love to talk with you.

Advantage Retirement Group in Fort Myers, FL is a rapidly expanding financial planning firm committed to delivering comprehensive, high-touch wealth management solutions to our clients. Guided by integrity, professionalism, and personal attention, we help individuals achieve their financial goals and secure their ideal retirement. As we continue to grow, we are seeking an experienced and licensed Client Services Associate to join our team.

Position Overview

The primary responsibility of this role is to support our existing clients and advisory team through prompt service, accurate administrative support, and proactive communication. This includes handling service requests, preparing prospecting materials, client review materials, maintaining client data with precision, scheduling appointments, and making outbound calls to clients, leads, and prospects.

This role also includes supporting our advisors with financial planning software and, when needed, assisting in select client-facing interactions such as reviews and service meetings.

Key Skills

• Ability to thrive in a fast-paced, team-oriented environment
• Strong organizational skills and the ability to manage competing priorities
• Excellent verbal and written communication
• High attention to detail and accuracy
• Proactive work ethic with consistent and reliable follow-through

Minimum Requirements

• At least one active license required (Series 65 or FL 214/215)
• Ability to obtain any additional required license within 6 months is expected; the firm will provide sponsorship
• Financial industry experience required
• 2 years of experience supporting a Financial Advisor in a fast-paced office
• Proficiency with MS Office Suite and the ability to learn new software quickly
• CRM experience required

Core Responsibilities

• Handle incoming client service calls with professionalism and a friendly demeanor
• Take ownership of each service request and ensure timely resolution
• Prepare detailed client review summaries and meeting materials
• Maintain timely, professional communication with clients and internal staff
• Assist with client updates, reports, and mailings
• Schedule client appointments and support the advisory team’s daily workflows
• Contribute to financial plan preparation using firm software tools

Compensation

Salary: $70,000 – $75,000 (commensurate with experience)

Benefits:

• Firm will sponsor additional licenses
• 401(k) with employer match (100% on first 3%, 50% on next 2%)
• Paid Time Off (PTO)

Hours

• Monday–Friday | 8:30 AM – 4:30 PM
• Availability for two evening client events per month

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com