Client Service Associate
InsperityFort Myers, Florida, United States
Posted March 2, 2026
Full Time
About the Company
Committed to delivering a comprehensive wealth management experience built on trust, integrity, and operational excellence.
Job Description
Client Service Associate - Wealth Management
Requirements
- 2+ years of client services with prior financial industry experience a plus
- Bachelor’s degree preferred
- Solid problem resolution abilities
- Exceptional organizational and time management skills
- Detail-oriented with a high degree of accuracy
- Ability to multitask, prioritize, and meet deadlines
- Highly competent computer skills with advanced knowledge of Microsoft Office Suite
- Experience with CRM systems
Benefits
- Comprehensive Health Coverage - Medical, dental, and vision
- 401(k) with Employer Match
- Tax-Advantaged Savings - HSA and FSA options
- Generous Time & Flexibility - PTO
