Careers

If you are interested in a position please email Lorena Blonsky. Please include the Job Title that you are applying for.

Open Positions

Position: Satellite Office Client Services Associate (Expeditor)

Location: Naples, FL

  • Specific position responsibilities will include, but are not limited to:

    • Serving as the first point of contact for our firm’s clients 
    • Effectively handle administrative tasks to free assigned Wealth Advisor to spend most of their time developing new business. 
    • Supporting/working alongside assigned Wealth Advisor, participating in client meetings and completing follow up work
    • Ensuring our clients’ needs are met in a timely and professional manner
    • Collecting client information; organizing and preparing for client meetings
    • Leveraging the support functions at Glenview HQ
        • Operations 
        • Planning Specialists 
        • Marketing 
    • Primary receptionist for the office including answering phones, scanning documents 
    • Participate in regularly scheduled Client Service Team meeting

    Requirements to succeed in this position:

    • Excellent problem solving, organizational, administrative, follow-through and prioritization skills
    • A passion for client service and deep, personalized customer support 
    • The ability to handle multiple projects simultaneously in a fast-paced environment
    • A logical mind, strong attention to detail, and proficient computer skills (MS Office, Excel, etc.) 
    • A BS degree (preferred) or equivalent experience

    Experience:

    • 2 years’ experience, preferably at a financial firm in a support role but not required