Institutional Client Services & Investments Associate

A financial services firm based in Fort Myers, Florida, is seeking a Client Services Associate to guide clients through self-directed investment processes including private equity and real estate. Candidates should have 1-3 years of experience in service or sales and a preferred background in finance. Responsibilities include managing correspondence, answering client queries about transactions, and maintaining relationships with vendors. Proficiency in Microsoft Office is required. This role offers an opportunity to join a dynamic firm known for investment freedom. #J-18808-Ljbffr