1280 Financial Partners · 1 day ago
Client Associate
Fort Myers, FL
Full-time
Onsite
Senior Level
5+ years exp1280 Financial Partners is a fast-growing, high-touch wealth management firm where driven professionals thrive. They are seeking a Client Associate to contribute to customized client solutions, support account maintenance, coordinate meetings, and ensure accurate record-keeping.
Financial ServicesInsuranceRetirementTax Preparation
Hiring Manager
Melanie R. Woods
Responsibilities
Contributing to the delivery of customized client solutions
Supporting client account maintenance
Coordinating meetings
Ensuring accurate and timely record-keeping
Qualification
Required
Minimum of 5 years' professional experience required
Strong skills in Client Services with the ability to build and maintain positive relationships
Ability to manage multiple priorities while meeting deadlines in a regulated, compliance-driven environment
Excellent organizational and time-management skills with attention to detail
Advanced working knowledge of Microsoft Office applications, applied to support high-touch client service and operational precision
Basic knowledge of Finance, with an understanding of financial concepts and products
Preferred
Proficiency in using client relationship management (CRM) software is preferred
Company
1280 Financial Partners
1280 Financial Partners is a financial service company that offers investment management, retirement, and tax planning services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase