Client Services & Administrative Associate

PowerToFly; Scottsdale (AZ); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional development

Job summary

A financial services firm in Scottsdale is seeking a Client Support Specialist to enhance client relationships and provide administrative support. Key responsibilities include onboarding clients, answering inquiries, managing schedules, and participating in training initiatives. Ideal candidates will possess a high school diploma, relevant experience, and licenses like Series 7 and 66. Strong organizational and communication skills are crucial for success in this fast-paced environment, making this role a vital part of our client service model.

Qualifications

• High School Diploma/Equivalency required.
• Two or more years of related industry experience preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses are mandatory.

Responsibilities

• Provide service coverage for the FA/PWA/team.
• Onboard and maintain client accounts.
• Assist with scheduling and calendar management.
• Participate in firm initiatives and trainings.

Skills

Knowledge of financial services products

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Team player

Ability to work in a fast-paced environment

Adaptable and multitasker

Goal oriented and self-motivated

Education

High School Diploma

College degree preferred

Active Series 7 and 66 or 63 and 65 licenses

Two or more years of industry experience preferred

Job description

A financial services firm in Scottsdale is seeking a Client Support Specialist to enhance client relationships and provide administrative support. Key responsibilities include onboarding clients, answering inquiries, managing schedules, and participating in training initiatives. Ideal candidates will possess a high school diploma, relevant experience, and licenses like Series 7 and 66. Strong organizational and communication skills are crucial for success in this fast-paced environment, making this role a vital part of our client service model.