What are the responsibilities and job description for the Client Services Associate position at Fiori Financial Group?
Full job description
About Fiori Financial
Fiori Financial is a dynamic, boutique family office located near downtown Fort Lauderdale. We take pride in offering a vibrant and non-traditional work environment—complete with a dog park, putting green, and a zen room. Our team is energetic, client-focused, and committed to delivering exceptional service in a high-end, relationship-driven setting.
www.fiorifg.com
Position Overview
We are seeking a highly motivated and organized Client Service Associate to join our growing team. This individual will provide critical support in both client service and operational areas, ensuring a seamless experience for our clients and advisors. The ideal candidate is detail-oriented, tech-savvy, and thrives in a collaborative team environment.
Key Responsibilities
- Respond to and resolve a wide range of client service requests and inquiries
- Utilize internal systems to process transactions and maintain accurate records
- Execute client account service tasks (e.g., address changes, document requests)
- Prepare client review materials and reports for advisor meetings
- Maintain compliance with firm protocols and assist with file/document management
- Support preparation of investment and insurance applications, internal contracts, and related documentation
- Handle confidential and sensitive client information with the utmost discretion
- Contribute to other administrative and operational tasks as assigned
Qualifications
Education:
- Bachelor’s degree preferred
- Minimum 2 years of college coursework required
Experience & Skills:
- Prior experience in financial services preferred
- Life and Health Insurance license a plus
- Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Familiarity with Salesforce CRM or similar client relationship management systems
Job Type: Full-time
$60,000 annually quarterly performance bonuses
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Work Location: In person
Salary : $60,000