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The High Net Worth Advisory Group, LLC · 17 hours ago

Client Service Associate

Naples, FL

Full-time

Onsite

New Grad, Entry Level

The High Net Worth Advisory Group LLC is a registered investment adviser specializing in personalized portfolios and comprehensive wealth management solutions for families with substantial assets. The Client Service Associate will support client relationships, provide outstanding customer service, and address client inquiries while ensuring client satisfaction and maintaining financial information accuracy.

AdviceAsset ManagementRetirement

Responsibilities

Supporting client relationships

Providing outstanding customer service

Addressing client inquiries

Delivering account-related assistance

Coordinating with the advisory team

Preparing client reports

Ensuring client satisfaction by responding promptly and professionally to their needs

Maintaining financial information accuracy

Assisting with administrative tasks as needed

Qualification

Client ServicesCommunicationFinance knowledgeCRM tools proficiencyMicrosoft Office SuiteOrganizational skillsProblem-solvingAttention to detailTeam collaboration

Required

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

Preferred

Bachelor's degree in Finance, Business Administration, or a related field is preferred but not mandatory

Company

The High Net Worth Advisory Group, LLC

The High Net Worth Advisory Group LLC is a registered investment adviser acting as your family’s financial fiduciary specializing in having open and honest discussions with clients, offering customized, personalized portfolios and comprehensive wealth management solutions.

Founded in 2020

Naples, Florida, USA

2-10 employees

https://www.highnetworthadvisorygroup.com

Funding

Current Stage

Early Stage

Leadership Team

Howard Jordan

Managing Partner

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