Client Services Associate

Mariner Advisor Network; Scottsdale (AZ); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial advisory firm in Scottsdale, AZ, is looking for a Client Service Associate. This full-time position requires two years of client service experience and involves managing the client lifecycle, preparing paperwork, and maintaining records. The ideal candidate is detail-oriented and possesses strong communication skills. This role supports client interactions and requires proficiency in MS Office and CRM systems. Company support for obtaining necessary licenses is provided.

Qualifications

• Minimum of two years of client service experience.
• Experience in financial services; wealth management experience is a plus.
• Proven ability to manage multiple tasks while maintaining strong attention to detail.

Responsibilities

• Attend and take notes on client meetings.
• Prepare and process client paperwork.
• Track workflows to ensure timely tasks completion.

Skills

Strong proficiency with MS Office Suite

Experience with Redtail CRM

Excellent verbal and written communication skills

Strong analytical skills

Education

High school diploma required; bachelor’s degree preferred

Tools

Redtail CRM

MS Office Suite

Job description

Mariner Advisor Network is recruiting for a Client Service Associate to join One2One Wealth Strategies in Scottsdale, AZ.

*** Mariner Advisor Network serves as a strategic partner to One2One Wealth Strategies. ***

About One2One Wealth Strategies

Headquartered in Scottsdale, AZ, and serving clients nationwide since 2003, One2One Wealth Strategies LLC has been an LPL Financial Center since 2023. They are an experienced group of financial professionals serving the retirement planning and investment needs of those whose mission is to serve others. Through education, guidance and choice, One2One Wealth Strategies LLC and LPL Financial help champion the financial goals of their clients.

Job Profile

The Client Service Associate plays a vital role in delivering exceptional client service, supporting advisors, and managing day-to-day office operations. This position oversees the full client lifecycle, from onboarding to ongoing account maintenance. The ideal candidate will be detail-oriented, highly organized, and committed to delivering outstanding client service.

This is a full-time position that will work in-office Mondays through Fridays.

Responsibilities

• Attend and take notes on client meetings.
• Prepare and process client paperwork.
• Track workflows to ensure timely tasks completion, resolving NIGOs, and managing e-signature requests.
• Maintain accurate client records in CRM system (Redtail), generate reports, and navigate custodial platforms efficiently.
• Serve as a primary point of contact for clients, custodians, and internal team members.
• Maintain positive working relationships with LPL and FTC service centers, compliance representatives, clients and co-workers.
• Proactively troubleshoot issues and anticipate client needs.
• Support daily administrative operations, including scheduling, email and phone correspondence, while maintaining an organized and professional office environment.
• Attend weekly office training sessions.
• Other duties and special projects may be assigned as needed.

Qualifications

• Minimum of two years of client service experience.
• High school diploma required; bachelor’s degree preferred.
• Experience in financial services; wealth management experience is a plus.
• Positive, client-focused attitude with a commitment to delivering proactive, exceptional service.
• Proven ability to manage multiple tasks while maintaining strong attention to detail.
• Excellent verbal and written communication skills.
• Highly organized with strong analytical skills.
• Ability to work effectively in a team environment.

Skills and Knowledge

• Strong proficiency with MS Office Suite.
• Experience with Redtail CRM (preferred).
• Previous experience with LPL (preferred).
• Series 7 and 63 licenses are strongly preferred; candidates without these credentials will receive company support to obtain them.

One2One Wealth Strategies is dedicated to fostering a diverse and inclusive work environment that supports associates’ growth and helps them achieve their career goals and aspirations.