Client Service Associate (Series 7) – Scottsdale

Masis Professional Group; Scottsdale (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation package

Medical benefits

401(k)

Job summary

A financial services firm in Scottsdale, AZ is looking for a Registered Client Service Associate to assist Senior Financial Advisors. The role involves managing client onboarding, providing day-to-day operational support to high-net-worth clients, and participating in marketing initiatives. The ideal candidate will have over 2 years of client service experience in a broker-dealer or RIA and must possess a Series 7 license. A competitive compensation package and full suite of benefits are offered.

Qualifications

• 2+ years of client service experience within a broker-dealer or RIA.
• Series 7 license required.
• Ability to manage multiple client requests efficiently.

Responsibilities

• On-board new clients and process client requests.
• Interact daily with HNW clients, providing support.
• Assist with team marketing events and update the CRM.

Skills

Client service experience

Strong communication skills

Multi-tasking

Education

Series 7 license

Job description

A financial services firm in Scottsdale, AZ is looking for a Registered Client Service Associate to assist Senior Financial Advisors. The role involves managing client onboarding, providing day-to-day operational support to high-net-worth clients, and participating in marketing initiatives. The ideal candidate will have over 2 years of client service experience in a broker-dealer or RIA and must possess a Series 7 license. A competitive compensation package and full suite of benefits are offered.