Client Service Associate

Revolt Financial; Scottsdale (AZ); On-site; USD 50,000 - 55,000; Full time

Job summary

A fast-growing financial services firm is hiring a Client Service Associate to support a high-performing advisory team. The role involves direct client interaction, managing inquiries, and administrative tasks. Ideal candidates are proactive, organized, and have a client-first mindset, preferably with 3+ years in a similar capacity. This position offers a base salary between $50,000 and $55,000, along with bonus opportunities tied to team and revenue growth. A chance to impact clients and thrive in a dynamic environment awaits.

Qualifications

• 3+ years in an administrative support or client service role.
• Experience in financial services or insurance is required.
• Proactive, organized, and able to work independently.

Responsibilities

• Act as the primary point of contact for client service requests.
• Respond to client inquiries via phone and email.
• Schedule client meetings and manage follow-ups.

Skills

Entrepreneurial drive

Excellent organization

Communication

Client-first mindset

Job description

Employment Type: Full-time | W2 with benefits

Compensation: $50,000 to $55,000 base salary, plus bonus opportunities tied to team and recurring revenue growth

About the Role:

Our client, a fast-growing financial services firm, is hiring a Client Service Associate to support a high-performing advisory team at the center of client service and daily operations.

They’re looking for a true rock‑star operator, someone with entrepreneurial drive who takes ownership, solves problems without hand‑holding, and naturally spots ways to improve systems and workflows. This person is proactive, organized, and ambitious, thrives in a fast‑paced environment, and doesn’t want to be micromanaged. If you’re a self‑starter who likes being trusted and given room to run, this role is for you.

Client Service and Relationship Support

• Act as the primary point of contact for inbound client service requests
• Respond to client inquiries via phone and email with professionalism and urgency
• Schedule client meetings and manage follow‑ups across the client lifecycle
• Maintain accurate and complete client records across firm systems

Operations and Administrative Execution

• Prepare and process new business paperwork for investments and insurance
• Coordinate insurance underwriting requirements, including applications, paramedical exams, statements of health, and communication with New Business teams
• Manage advisor calendars, including confirmations, reminders, and scheduling changes
• Set up and maintain household files and digital records
• Ensure documentation and workflows meet compliance and regulatory requirements

Systems, Platforms, and Workflow Management

• Track tasks and workflows using the firm’s task management system
• Support insurance pipelines, including life, disability, and annuity applications
• Assist with account opening, proposal preparation, and financial planning submissions
• Work across CRM, document storage, financial planning, portfolio management, and compliance platforms
• Communicate with internal and external partners to ensure timely processing and follow‑through

Marketing, Events, and Team Support

• Support client workshops, seminars, and appreciation events
• Collaborate with the Marketing Director on joint initiatives
• Participate in team meetings, training, and onboarding activities
• Shadow client meetings to understand the firm’s service model and planning process
• 3+ years in an administrative support, executive assistant, or client service role
• Experience in financial services, insurance, or a broker‑dealer environment is required
• Entrepreneurial, growth‑minded self‑starter with excellent organization, communication, and follow‑through
• Comfortable learning and working across multiple systems and platforms
• Client‑first mindset with a service‑oriented approach
• Interested in building a long‑term career within a growing financial advisory firm

Why This Role:

• You’ll join a high-performing team that values integrity, respect, and clear communication
• You’ll do meaningful work that directly impacts clients and the growth of the firm
• You’ll work with people who care about doing great work and enjoying the process along the way