What are the responsibilities and job description for the Client Services Assistant position at Byrne Financial Freedom?
Client Services Assistant
Fort Myers, FL | Full-Time
Position Overview
We are seeking a professional, organized, and client-focused Client Services Assistant to support our Fort Myers office. This position serves as a primary point of contact for clients, provides administrative and operational support, and works closely with Advisors and the Service team to deliver an exceptional client experience.
Key Responsibilities
- Serve as the primary phone contact and first responder for routine client service requests, including address, phone, and email updates; statements, 1099s, and PII forms; AccountView enrollment/upgrades; statement frequency changes; appointment scheduling; and verbal authorizations for money movement.
- Identify client needs and appropriately route requests to the Service or Advisor team.
- Manage calendars, schedule and confirm meetings, and coordinate Zoom meetings for the MA and FL offices.
- Support day-to-day Fort Myers office management, including mail/FedEx, supplies, petty cash, conference rooms, office equipment, and NDAs.
- Coordinate check deposits, including client confirmations and communication with Advisors regarding investment opportunities.
- Assist with internal meetings, reporting, meeting minutes, weekly recaps, client outreach reporting, new/lost client tracking, and quarterly/annual review reporting.
- Provide backup marketing and event support, including invitations, RSVPs, venues, catering, speakers, printed materials, prospect packets, and bulk communications.
- Assist with travel coordination and special projects as needed.
Qualifications
- Client service, financial services, or administrative experience preferred.
- Excellent communication and organizational skills.
- Strong attention to detail and ability to manage multiple priorities.
- Professional, personable, and highly responsive.
- Ability to handle confidential client information with discretion.
- Comfortable learning and using technology and financial service platforms.
- Team-oriented with a proactive, problem-solving approach.
Pay: $48,891.28 - $58,879.82 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Opportunities for advancement
- Paid sick time
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
Salary : $48,891 - $58,880