Client Service Specialist – Licensed - Fort Myers, FL
About The Position
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, we’d 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.
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
- 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
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 team’s daily workflows
- Contribute to financial plan preparation using firm software tools
Benefits
- 401(k) with employer match (100% on first 3%, 50% on next 2%)
- Paid Time Off (PTO)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
