Client Service Specialist – Licensed Fort Myers, FL

Fort Myers, FL - USA

Monthly Salary: Not Disclosed

Posted on: 9 hours ago

Vacancies: 1 Vacancy

Job Summary

Client Service Specialist Licensed
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 wed 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 Service Specialist 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 an additional required license within 6 months is expected.
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 teams daily workflows
Contribute to financial plan preparation using firm software tools

Compensation

Salary: $70000 $75000 (commensurate with experience)

Benefits

401(k) with employer match (100% on first 3% 50% on next 2%)
Paid Time Off (PTO)

Hours

MondayFriday 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

Required Experience:

Client Service Specialist LicensedFort Myers FL Full-TimeAre 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 f...