Client Accounts Specialist — Service & Advisor Support

Blue Signal Search; Tempe (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Profitability bonus program

Paid holidays

Comprehensive medical, dental, and vision insurance

401(k) plan with employer match

Job summary

A prominent financial advisory firm in Tempe, Arizona, is seeking a Client Account Specialist to provide exceptional service to clients and support operations. Responsibilities include managing client communications, assisting financial advisors, and maintaining CRM systems. Ideal candidates will possess strong organizational skills and have experience in the financial services industry. This position offers competitive benefits and opportunities for professional growth.

Qualifications

• Preferred FINRA Series 65 or Series 7/66 license.
• Ideally, 2 years of experience in the financial services industry.
• Proficiency in Microsoft Office (Word, Excel, etc.).

Responsibilities

• Respond to client service inquiries promptly and professionally.
• Maintain positive communication with clients through meetings and calls.
• Collaborate with financial advisors for customer service.

Skills

Client communication

Organizational skills

Attention to detail

Microsoft Office proficiency

Education

FINRA Series 65 or Series 7/66 license

2 years of experience in financial services

Tools

CRM systems (e.g., Salesforce)

Job description

A prominent financial advisory firm in Tempe, Arizona, is seeking a Client Account Specialist to provide exceptional service to clients and support operations. Responsibilities include managing client communications, assisting financial advisors, and maintaining CRM systems. Ideal candidates will possess strong organizational skills and have experience in the financial services industry. This position offers competitive benefits and opportunities for professional growth.