Client Services Associate

Magellan Financial & Insurance Services, Inc.; Phoenix (AZ); On-site; USD 48,000 - 60,000; Full time

Job summary

Bright Wealth Management, a rapidly growing financial services firm, seeks a Client Services Associate to support operations and client service functions in Phoenix, AZ. You will manage onboarding, follow-ups, applications processing, and foundational asset allocation changes.

The role requires a minimum of 2 years in a financial services operational or administrative capacity, with strong client-facing skills and a proactive approach to process improvement.

Qualifications

• Minimum of 2 years in a financial services operational or administrative role.
• Excellent client-facing skills, with the ability to connect with our core client demographic (aged 50+).
• Self-starter with a proactive approach to improving processes.
• Familiarity with financial industry software, protocols, and terminology.
• Strong organizational skills and attention to detail.

Responsibilities

• Handle client onboarding processes, including setting up new accounts and managing related documentation.
• Follow up on leads, confirm appointments, and ensure consistent client engagement.
• Manage asset allocation changes and routine client questions that don’t require licensure.
• Process and track applications, ensuring they are completed and funded in a timely manner.
• Support seminar organization, including scheduling and handling follow-ups from digital leads.
• Maintain efficient, self-directed operations without needing constant supervision.
• Identify and implement improvements to current processes, enhancing office productivity and client satisfaction.

Skills

Client onboarding

Lead follow-up

Applications processing

Seminar coordination

Process improvement

Tools

CRM software

Job description

Join Our Team at Bright Wealth Management as our Client Services Associate!

About Us:

Bright Wealth Management, a rapidly growing financial services firm, is dedicated to delivering exceptional client experiences and supporting our clients’ wealth management and retirement goals. We are currently seeking a Client Services Associate to provide vital support to our operations and client service functions.

Position Overview:

We are looking for an experienced, self-motivated individual with a strong background in financial services operations and back-office support. In this role, you will manage client onboarding, lead follow-up, application processing, and foundational asset allocation changes. You'll serve as an intermediary for client inquiries and play a key role in organizing client seminars and managing application submissions from start to finish.

Key Responsibilities:

• Handle client onboarding processes, including setting up new accounts and managing related documentation.
• Follow up on leads, confirm appointments, and ensure consistent client engagement.
• Manage asset allocation changes and routine client questions that don’t require licensure.
• Process and track applications, ensuring they are completed and funded in a timely manner.
• Support seminar organization, including scheduling and handling follow-ups from digital leads.
• Maintain efficient, self-directed operations without needing constant supervision.
• Identify and implement improvements to current processes, enhancing office productivity and client satisfaction.

Preferred Candidate Profile:

• Minimum of 2 years in a financial services operational or administrative role.
• Excellent client-facing skills, with the ability to connect with our core client demographic (aged 50+).
• Self-starter with a proactive approach to improving processes.
• Familiarity with financial industry software, protocols, and industry-specific terminology.
• Strong organizational skills and attention to detail.