Top 246 Client specialist Jobs in Marco Island, Fl

Client Service Specialist
Connecticut Wealth Management (CTWM) —Marco Island, FL
- Email
- Hybrid work
- Research
- Mid-level
- Office
- Wellness program
- Disability insurance
PATIENT ACCESS SPECIALIST
AVOW HOSPICE INC —Naples, FL
- $21.00 - $23.50 an hour
- Spanish
- Microsoft Excel
- Basic math
- 403(b) matching
- Mileage reimbursement
Quick Apply
Travel Specialist II (2nd Shift - Hybrid 1 Day Onsite))
Arthrex —Naples, FL
- $24.25 - $38.00 an hour
- Extended hours
- Hybrid work
- Spanish
- Writing skills
- Basic math
- Paid parental leave
- Health insurance
Events Administrative Assistant
Marriott International, Inc —Marco Island, FL
- $21.31 an hour
- Full-time
- Word processing
- Hotel
- Visual & Performing Arts
7d
Registered Behavior Technician
Above and Beyond ABA Services —Collier County, FL
- From $25 an hour
- Full-time
- Classroom
- English
- Communication skills
- Paid training
- Opportunities for advancement
Quick Apply
9d
Buyers Specialist
Keller Williams Marco Island —Marco Island, FL
- $59,000 - $69,000 a year
- Weekends as needed
- Hybrid work
- Real Estate License
- Contracts
- Communication skills
- Flexible schedule
- Referral program
Quick Apply
10d
Account Cancellation Specialist
Line 5, LLC —Naples, FL
- Full-time
- Writing skills
- Mid-level
- Business development
Accounts Payable/Receivable Specialist
AMERICAN FARMS LLC —Naples, FL
- $25.00 - $27.50 an hour
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Tax Expert - Expert Center (Southeast)
Intuit —Naples, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
3d
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Florida
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Business Development Specialist
AIRPORT KIA —Naples, FL
- $16 - $17 an hour
- Email
- Bilingual
- Dealership
- Customer service
- Health insurance
- Opportunities for advancement
Quick Apply
Licensed Public Adjuster
Dolphin Public Adjusters —Florida
- $85,000 - $500,000 a year
- Contract
- Remote
- Customer service
- Analysis skills
- Organizational skills
Quick Apply
Event Technical Specialist (Video) Part Time on call- Naples market
Encore Global —East Naples, FL
- $25.19 - $32.75 an hour
- Part-time
- Customer service
- Mid-level
- 3 years
Client Services Support Specialist
Private Capital Management —Naples, FL
- $45,000 - $55,000 a year
- Full-time
- Background check
- Marketing
- Social media management
- Health insurance
- Dental insurance
Quick Apply
Locum Physician (MD/DO) - Radiology - General/Other in Florida
LocumJobsOnline —Florida
- Full-time
- Remote
- Medicine
- BC/BE
- Senior level
E&S Production Assistant Underwriter Central Florida
Criterion Executive Search —Florida
- $60,000 - $80,000 a year
- 11+ years
- Mid-level
- US work authorization
Quick Apply
2d
Commercial Loan Officer - SBA Specialist
Gulf Coast Business Bank —Naples, FL
- $90,000 - $140,000 a year
- Full-time
- Background check
- Microsoft Excel
- 5 years
- Disability insurance
- Health insurance
Quick Apply
4d
Custom Cabinet Design and Sales Specialist
Marks Cabinetry Services —Naples, FL
- From $75,000 a year
- Full-time
- Background check
- AutoCAD
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Locum Certified Registered Nurse Anesthetist (CRNA) - Anesthesiology - General/Other in Florida
LocumJobsOnline —Florida
- Full-time
- Surgery
- Inpatient
- Operating room
10d
PATIENT ACCESS NURSE (Admissions Team)
AVOW HOSPICE INC —Naples, FL
- $34 - $39 an hour
- 12 hour shift
- CPR Certification
- Nursing
- Microsoft Outlook
- 403(b) matching
- Mileage reimbursement
Quick Apply

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Client Service Specialist

Connecticut Wealth Management (CTWM)
Marco Island, FL

Apply Now

Job Details

Benefits

Wellness program
Disability insurance
Health insurance
On-site gym
Dental insurance
401(k)
Work from home
Parental leave
Vision insurance
Life insurance

Qualifications

Confidential information handling
High school diploma or GED
Sales management systems proficiency
CRM system proficiency
Productivity software

Full Job Description

Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted one of Connecticut’s Best Places to Work.

Connecticut Wealth Management (CTWM) is a well-established, fast-growing, independent, registered investment advisory firm. We are seeking a highly organized and tech-savvy Client Service Specialist to help power the client experience within our advisory team. This role blends client service, financial operations, and technology-enabled workflows, making it ideal for professionals with backgrounds in wealth management, fintech, financial services operations, or client-facing roles in technology organizations.

This role will manage the operational infrastructure that supports our advisors and clients—ensuring a seamless experience across account administration, digital platforms, and client interactions. This position functions as the operational hub of the advisory team, helping to maintain efficiency, accuracy, and exceptional service for our teammates and clients.

Responsibilities:

Client Operations & Account Management

Partner with advisors to support a portfolio of clients by managing account and operational activities, including:

Opening and onboarding new investment accounts
Processing account transfers and rollovers
Managing money movement
Depositing client checks and processing transactions
Updating account details such as contact information, trustees, and beneficiaries
Maintaining and organizing client documentation and records

Client Experience & Relationship Support

Help deliver a high-touch, technology-enabled client experience by:

Communicating with clients via phone, email, and virtual channels
Supporting advisors in client meetings and follow-up servicing tasks
Building trusted relationships with clients and helping ensure their needs are addressed efficiently
Assisting clients in navigating the firm’s digital platforms and tools

Advisory Team Operations (“COO” Function)

Act as the operational quarterback for the advisory team by:

Tracking client requests and operational workflows
Generating reports and monitoring outstanding tasks
Improving organization and process efficiency across the team
Ensuring consistency in how client service and operations are executed

Problem Solving & Issue Resolution

Take ownership of complex service requests by:

Researching and resolving client inquiries
Coordinating with custodians and external partners
Escalating issues when appropriate and ensuring full resolution

Data Quality & Reporting

Maintain high standards for data integrity by:

Entering and updating client information across systems
Running reports and verifying data accuracy
Ensuring records are complete and compliant

Collaboration & Best Practices

Work closely with colleagues to:

Share insights and operational improvements
Develop best practices for client service and operations
Contribute to a culture of excellence and continuous improvement

As Needed:

Welcome clients to the office space and direct inbound phone calls. May be responsible for other internal administrative responsibilities.

Requirements:

Superior customer service skills
Must be a collaborator and possess a client-first and solution-oriented attitude.
Experience working in the financial services industry with private, high net-worth clients is a plus.
Excellent time management skills and ability to multi-task and prioritize work.
Excellent written and verbal communication skills. Ability to discuss general information with teammates, clients, and business partners.
Exceptional attention to detail, organization, efficiency, and timeliness.
Exceptional confidentiality and professionalism.
Must be comfortable in a highly digital environment, and master transacting/documenting in several different systems.
Proficient in use of Microsoft Office suite and CRM software. Salesforce experience is a plus.
High school diploma or equivalent; college degree preferred.
Will need to work in our Farmington, CT office regularly with work from home flexibility.

Why Work with Us?

CTWM’s mission goes beyond its clients to include its rapidly growing team of driven individuals. The firm is committed to creating career paths and growth opportunities for every team member. For over a decade, CTWM has built an inclusive and fun-loving work environment that aims to build genuine connections with both clients and team members. Additionally, the firm is committed to devoting time and resources to charities and volunteer work in the surrounding community.

Benefits:

Medical, dental & vision insurance (plus full HSAs contribution)
Firm paid life, long-term & short-term disability
Hybrid work model
Sick time and five (5) weeks paid vacation
Parental leave and longevity sabbatical plan
401(k) plan with employer contributions
Firm paid certifications and continuing education opportunities
Paid volunteer time
Robust wellness program & on-site gym
Career growth and development opportunities

To apply, please send your resume to [email protected].

Apply Now

Refine Your Search

client specialist jobs in marco island, fl

Client Service Specialist

PATIENT ACCESS SPECIALIST

Travel Specialist II (2nd Shift - Hybrid 1 Day Onsite))

Events Administrative Assistant

Registered Behavior Technician

Buyers Specialist

Account Cancellation Specialist

Accounts Payable/Receivable Specialist

Tax Expert - Expert Center (Southeast)

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Business Development Specialist

Licensed Public Adjuster

Event Technical Specialist (Video) Part Time on call- Naples market

Client Services Support Specialist

Locum Physician (MD/DO) - Radiology - General/Other in Florida

E&S Production Assistant Underwriter Central Florida

Commercial Loan Officer - SBA Specialist

Custom Cabinet Design and Sales Specialist

Locum Certified Registered Nurse Anesthetist (CRNA) - Anesthesiology - General/Other in Florida

PATIENT ACCESS NURSE (Admissions Team)

I want to receive the latest job alert for client specialist in marco island, fl

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