Client Service & Operations Specialist

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

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.