Client Experience Specialist – Financial Services

Mariner Advisor Network; Scottsdale (AZ); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial advisory firm in Scottsdale, AZ, is looking for a Client Service Associate. This full-time position requires two years of client service experience and involves managing the client lifecycle, preparing paperwork, and maintaining records. The ideal candidate is detail-oriented and possesses strong communication skills. This role supports client interactions and requires proficiency in MS Office and CRM systems. Company support for obtaining necessary licenses is provided.

Qualifications

• Minimum of two years of client service experience.
• Experience in financial services; wealth management experience is a plus.
• Proven ability to manage multiple tasks while maintaining strong attention to detail.

Responsibilities

• Attend and take notes on client meetings.
• Prepare and process client paperwork.
• Track workflows to ensure timely tasks completion.

Skills

Strong proficiency with MS Office Suite

Experience with Redtail CRM

Excellent verbal and written communication skills

Strong analytical skills

Education

High school diploma required; bachelor’s degree preferred

Tools

Redtail CRM

MS Office Suite

Job description

A financial advisory firm in Scottsdale, AZ, is looking for a Client Service Associate. This full-time position requires two years of client service experience and involves managing the client lifecycle, preparing paperwork, and maintaining records. The ideal candidate is detail-oriented and possesses strong communication skills. This role supports client interactions and requires proficiency in MS Office and CRM systems. Company support for obtaining necessary licenses is provided.