Client Service Associate

Lead Advisor; Scottsdale (AZ); Hybrid; USD 55,000 - 65,000; Full time

Job summary

A wealth management practice based in Scottsdale is seeking a Client Service Associate. The ideal candidate will possess exceptional communication skills, high attention to detail, and a proactive approach to problem-solving. Responsibilities include coordinating client meetings, managing onboarding, and maintaining records in the CRM. Candidates with 2 years of experience in financial services and a Bachelor's degree are preferred. This full-time role requires office attendance 3 days a week.

Qualifications

• 2 years of experience in Financial services is preferred.
• Works well in a fast-paced environment.
• Strong organizational skills.

Responsibilities

• Coordinate and schedule client meetings.
• Manage the client onboarding process.
• Triage and assist with client service requests.
• Maintain accurate records in the CRM system.
• Work with other team members for case preparation.
• Handle administrative duties for the practice.

Skills

Attention to detail

Exceptional communication skills

Proactive problem solving

Ability to work in a fast-paced environment

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Job description

Base pay range

$55,000.00/yr - $65,000.00/yr

Client Service Associate

Our client, a growing wealth management practice based in Scottsdale, is hiring a Client Service Associate. The right candidate should have high attention to detail, exceptional communication skills and be a proactive problem solver.

Key Responsibilities (but not limited to):

• Coordinating and scheduling client meetings
• Manage the client onboarding experience by assisting with applications, and other tasks
• Triage and assist with client service requests
• Keep accurate records in the CRM system
• Work with other team members to ensure case preparation is completed for advisor’s client meetings
• Handle other administrative duties for the practice

Qualifications:

• 2 years of experience in Financial services experience is preferred
• Experience using Microsoft office and Excel
• Works well in a fast-paced environment
• Bachelor's degree preferred

Location:

Scottsdale, AZ – 3 days in office

Seniority level

Associate

Employment type

Full-time

Job function

Other