Client Relationship & Operations Specialist

Modern Wealth Management; Mesa (AZ); On-site; USD 60,000 - 85,000; Full time

Job summary

Modern Wealth Management in Mesa, AZ seeks a Client Relationship Specialist to support advisors, manage client service requests, and ensure accurate account operations.

You will handle new account paperwork, assist with account maintenance, and coordinate with operations to deliver timely service. Strong communication and attention to detail, plus proficiency with CRM and MS Office, are essential in this role.

Qualifications

• 2–4 years of relevant client service, operations, or financial services experience.
• Proficiency with Microsoft Office and CRM systems.
• Strong attention to detail and compliance.

Responsibilities

• Serve as a primary point of contact for client service needs, responding to requests with professionalism, accuracy, and timeliness
• Support advisors with day-to-day client service and relationship management activities
• Participate in client meetings as needed and assist with post-meeting follow-up items
• Deliver proactive client outreach and ongoing service communications
• Prepare, process, and track new account paperwork and related documentation
• Assist clients with account opening, maintenance, and account updates
• Submit and track trade requests in accordance with firm and regulatory standards
• Research and resolve client inquiries and service issues
• Maintain proficiency in CRM systems, portfolio management tools, and custodial platforms
• Ensure all client interactions and documentation are accurately recorded in CRM systems
• Maintain knowledge of client-specific account structures, benefits, and service needs
• Collaborate cross-functionally with advisors, operations, and leadership teams
• Support leadership with special projects and operational initiatives as assigned

Skills

Client service experience

Communication skills

Attention to detail

Organizational skills

Education

High school diploma or GED

Tools

Microsoft Office

CRM systems

Custodial platforms

Job description

Modern Wealth Management in Mesa, AZ seeks a Client Relationship Specialist to support advisors, manage client service requests, and ensure accurate account operations.

You will handle new account paperwork, assist with account maintenance, and coordinate with operations to deliver timely service. Strong communication and attention to detail, plus proficiency with CRM and MS Office, are essential in this role.