What are the responsibilities and job description for the Client Services Associate position at Ciccarelli Advisory Services, Inc.?
Company Description Ciccarelli Advisory Services, Inc. is a family-focused wealth management firm that has been serving client families for more than 35 years. The team goes beyond traditional portfolio management by helping clients simplify and organize their entire financial picture. Advisors take time to understand each family’s goals, dreams, concerns, and long-term vision, then design comprehensive plans to support their desired financial future. The firm provides investment advisory services as a registered investment adviser, independent of Osaic Wealth Inc., and works in coordination with Osaic Wealth Inc. for additional securities and advisory offerings. Ciccarelli Advisory Services operates offices in Naples, FL and Rochester, NY.
Role Description The Client Services Associate is a full-time, on-site role based in Naples, FL, supporting advisors and clients with daily service and account-related needs. This role includes responding to client inquiries, scheduling meetings, preparing documents, and maintaining accurate client records within firm systems. The Client Services Associate helps with account openings, transfers, and updates, coordinates communication between clients and advisors, and ensures timely follow-up on service requests. The position also involves preparing reports and materials for client reviews, supporting compliance and documentation requirements, and contributing to a positive, professional client experience.
Qualifications
Role Description The Client Services Associate is a full-time, on-site role based in Naples, FL, supporting advisors and clients with daily service and account-related needs. This role includes responding to client inquiries, scheduling meetings, preparing documents, and maintaining accurate client records within firm systems. The Client Services Associate helps with account openings, transfers, and updates, coordinates communication between clients and advisors, and ensures timely follow-up on service requests. The position also involves preparing reports and materials for client reviews, supporting compliance and documentation requirements, and contributing to a positive, professional client experience.
Qualifications
- Strong client-facing skills, including Client Services and Customer Service experience.
- Background in Customer Support and the ability to manage inquiries and resolve issues efficiently.
- Excellent Communication skills, both written and verbal, with a professional demeanor.
- Basic to intermediate understanding of Finance and an interest in wealth management.
- Proficiency with office software (e.g., CRM systems, Microsoft Office) and attention to detail in documentation.
- Ability to work collaboratively in an advisory team environment and manage multiple tasks effectively.
- Prior experience in financial services or a related professional services field is preferred.
- Associate or bachelor’s degree in business, finance, communications, or a related discipline is beneficial.