Client Relationship Associate
The High Net Worth Advisory Group, LLC, Naples, Florida, United States, 33939
The High Net Worth Advisory Group LLC is a registered investment adviser specializing in providing personalized portfolios and comprehensive wealth management solutions for families with substantial assets. With over 100 years of combined experience, the team is committed to open and honest discussions to help clients navigate capital market volatility, complex estate planning, and challenging financial decisions. As your dedicated financial fiduciary, the firm prioritizes your unique needs to deliver tailored advice and guidance. The High Net Worth Advisory Group LLC is based in Naples, FL, and is ready to support clients with their financial goals.
Role Description This is a full-time, on-site role for a Client Service Associate located in Naples, FL. The Client Service Associate will be responsible for supporting client relationships, providing outstanding customer service, and addressing client inquiries. Day-to-day tasks include delivering account-related assistance, coordinating with the advisory team, preparing client reports, and ensuring client satisfaction by responding promptly and professionally to their needs. Additionally, the role requires a focus on maintaining financial information accuracy and assisting with administrative tasks as needed.
Qualifications
Strong Client Services, Customer Support, and Customer Service skills to address client needs effectively and professionally.
Excellent Communication skills, both written and verbal, for clear and effective interactions with clients and team members.
Basic knowledge or experience in Finance to understand client accounts and assist in financial-related tasks.
Proficiency in using client relationship management (CRM) tools, financial software, and Microsoft Office Suite.
Strong organizational and problem-solving abilities, as well as attention to detail.
Ability to work collaboratively in a team-oriented environment and adapt to a fast-paced workplace.
Bachelor's degree in Finance, Business Administration, or a related field is preferred but not mandatory.
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Role Description This is a full-time, on-site role for a Client Service Associate located in Naples, FL. The Client Service Associate will be responsible for supporting client relationships, providing outstanding customer service, and addressing client inquiries. Day-to-day tasks include delivering account-related assistance, coordinating with the advisory team, preparing client reports, and ensuring client satisfaction by responding promptly and professionally to their needs. Additionally, the role requires a focus on maintaining financial information accuracy and assisting with administrative tasks as needed.
Qualifications
Strong Client Services, Customer Support, and Customer Service skills to address client needs effectively and professionally.
Excellent Communication skills, both written and verbal, for clear and effective interactions with clients and team members.
Basic knowledge or experience in Finance to understand client accounts and assist in financial-related tasks.
Proficiency in using client relationship management (CRM) tools, financial software, and Microsoft Office Suite.
Strong organizational and problem-solving abilities, as well as attention to detail.
Ability to work collaboratively in a team-oriented environment and adapt to a fast-paced workplace.
Bachelor's degree in Finance, Business Administration, or a related field is preferred but not mandatory.
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