Top 21 Client service specialist Jobs in Naples, Fl

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
Client Operations Specialist
Moran Wealth Management —Naples, FL
- Research
- Mid-level
- Finance
- Paid parental leave
- Paid holidays
Client Service Specialist
Moran Wealth Management —Naples, FL
- Research
- Mid-level
- Finance
- Paid parental leave
- Paid holidays
Client Service Specialist
Connecticut Wealth Management (CTWM) —Marco Island, FL
- Email
- Hybrid work
- Research
- Mid-level
- Office
- Wellness program
- Disability insurance
Client Services Specialist
BOATMAN RICCI —Naples, FL
- $17 - $22 an hour
- Full-time
- In-person
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
8d
Accounting & Finance Specialist - Client Opening
Rehmann —Naples, FL
- Full-time
- Mid-level
- Continuous improvement
- QuickBooks
Quick Apply
Client Relationship Manager
NEST of Florida —Bonita Springs, FL
- From $60,000 a year
- Mid-level
- High school diploma or GED
- Travel
- Health insurance
- Dental insurance
Quick Apply
Office Assistant
Xclusive Homes, LLC —Naples, FL
- $35,000 a year
- Spanish
- Office
- Administrative experience
Quick Apply
Treasury Management Operations Specialist (Client Support)
Sunflower Bank NA —Naples, FL
- Online Application
- Spanish
- Microsoft Excel
- Mid-level
- Paid holidays
- Dental insurance
Quick Apply
3d
Manager, Client Success
FYIsoft, Inc. —Naples, FL
- $85,000 - $100,000 a year
- Full-time
- Remote
- CPA
- Finance
- SQL
Quick Apply
2d
Représentant, relations clients
National Bank of Canada —Naples, FL
Veterinary Client Liaison
Ethos Veterinary Health —Estero, FL
- $25 - $29 an hour
- 8 hour shift
- Mid-level
- 3 years
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
PRO Services Specialist
Floor and Decor Outlets of America, Inc. —Naples, FL
- From $15 an hour
- 8 hour shift
- Spanish
- High school diploma or GED
- Travel
- Employee stock purchase plan
- Paid holidays
Quick Apply
Commercial Insurance Client Advisor
Acrisure South Insurance Services, LLC —Naples, FL
- Full-time
- Hybrid work
- Children
- Senior level
- Commuter assistance
- Paid parental leave
Financial Advisor
Connecticut Wealth Management (CTWM) —Marco Island, FL
- Email
- Writing skills
- Mid-level
- Office
- Wellness program
- Continuing education credits

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Client Insurance Specialist
Integrated Services for Behavioral Health —Columbus, OH
A valid driver's license and the ability to?operate?a motor vehicle is?required? An associate or bachelor’s degree in healthcare administration, social work,…
$20.97 - $24.56 an hour
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Client Support Specialist
SAGE SUSTAINABLE ELECTRONICS —Columbus, OH
Answering real-time questions, handling live chats, inbound phone calls, and e-mail are key to this position. Equal employment is extended to all person in all…
$22 - $24 an hour
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2d

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Client Services Support Specialist

Private Capital Management
Naples, FL

Quick Apply

Job Details

Full-time
$45,000 - $55,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance
Retirement plan

Qualifications

Customer communication
Marketing
Social media management
Data preparation projects
Spreadsheets
Writing skills
Content writing
Employee orientation
Microsoft Office
Macro/VBA editing
AI-driven automation
Marketing
Excel data analysis

Full Job Description

About Us:

Private Capital Management (PCM) is a boutique, top-performing research and advisory firm specializing in small-cap US equity investing, wealth management, and related financial planning services for high-net-worth individuals, families and institutional clients. Located in Naples, Florida, PCM is dedicated to delivering personalized and efficient solutions that help our clients achieve their long-term financial goals and investing success.

The Role:

We're hiring a Client Services Associate to support our client services team and the clients we serve. This is not a traditional back-office data-entry role. The core of the job is using AI tools (Claude and similar platforms) to manage day-to-day workflow — building and maintaining tracking systems, streamlining tasks that are currently manual and time-consuming, preparing client-facing materials, and helping the team move faster while staying thorough.

From day one, you'll be part of a close-knit team working directly on client relationships, portfolio data, and firm operations. We're looking for someone who is comfortable learning fast, asking good questions, and taking ownership of tasks rather than waiting to be told exactly what to do next.

Benefits:

Competitive salary and performance-based incentives.
Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
Collaborative and supportive work environment with opportunities for career advancement.
Professional development opportunities including training programs, licensing and certifications.

Responsibilities:

Use AI tools to manage daily workflow: building trackers, summarizing data, drafting client communications, and organizing recurring operational tasks
Prepare materials for client meetings, including performance summaries and portfolio updates
Prepare monthly and quarterly client updates and other customized reporting
Field client service requests and route or resolve them promptly
Learn our trading and data infrastructure (Bloomberg, FactSet, NFS/Fidelity clearing) well enough to integrate it into AI-driven workflows
Take ownership of assigned projects from start to finish, flagging issues early rather than letting them surface downstream

Qualifications:

Bachelor's degree in marketing, business administration, finance, or related field.
Genuine interest in investing, markets, or wealth management — coursework, internships, personal investing experience, or demonstrated self-study all count
Required: Demonstrated, extensive hands-on experience with AI tools (ChatGPT, Claude, Copilot, etc.) – this is not a nice-to-have. You should already use AI fluently and daily, with real examples of applying it to solve substantive problems, not just casual or occasional use. We'll teach you our specific workflows and systems, but deep AI fluency needs to walk in the door with you
Strong Excel skills, including creating macros and pivot tables; comfort with formulas, data cleanup, and basic troubleshooting
High attention to detail – this work touches real client money, and precision matters
Strong written communication skills; you'll be helping draft client-facing content
A self-starter mentality: someone who takes ownership of problems rather than waiting for direction on every step
Required: FINRA licensing –Series 65 (or equivalent) within 6 months of start date, and Series 7 and Series 63 within the first year of employment; firm will support exam preparation

Why This Role

Direct, daily exposure to how a boutique investment firm actually runs – trading, client service, and portfolio operations, not siloed busywork
A rare opportunity to shape how AI gets used inside a wealth management practice, rather than adopting tools built by someone else after the fact
Small team, real responsibility, and a clear path to grow into more specialized trading, client service, or operations roles as you develop
Direct mentorship from experienced trading and client service professionals

Join our team at Private Capital Management and be part of a dynamic and engaged firm dedicated to excellence as we help clients achieve their investment goals.

Please submit your resume, cover letter, and any relevant documents highlighting your interest and experience. We look forward to considering you for this exciting opportunity.

Tell us about a time you used an AI tool to solve a real problem – we're more interested in that than a list of software you've clicked through.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Tuition reimbursement
Vision insurance

Ability to Relocate:

Naples, FL 34108: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

client service specialist jobs in naples, fl

Client Services Support Specialist

Client Operations Specialist

Client Service Specialist

Client Service Specialist

Client Services Specialist

Accounting & Finance Specialist - Client Opening

Client Relationship Manager

Office Assistant

Treasury Management Operations Specialist (Client Support)

Manager, Client Success

Représentant, relations clients

Veterinary Client Liaison

PRO Services Specialist

Commercial Insurance Client Advisor

Financial Advisor

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