Client Services Associate

Fern Financial Group, LLC; Tempe (AZ); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Discretionary bonus

Hybrid work (Tempe)

Job summary

Fern Financial Group, LLC is seeking a Client Services Associate to act as the operational backbone of client relationships in Tempe, AZ. You will open accounts, move money accurately, track requests to completion, and communicate with clients in a warm, professional, and precise manner.

You'll support account openings and transfers, manage money movement with urgency, and maintain CRM pipelines. A strong service mindset, bilingual English/Spanish is preferred, and four days in Tempe with one

Qualifications

• 1–3 years in client service or operations, ideally at an RIA, bank, or brokerage; financial services experience preferred.
• Clear, warm, professional communication in every channel — email, phone, and in person.
• Discretion — comfortable handling confidential financial information.
• Fluent English/Spanish is a strong preference.

Responsibilities

• Open and transfer investment accounts— paperwork, signatures, and tracking through completion.
• Open bank and cash-management accounts and set up the services that go with them.
• Process withdrawal requests and other money movement with accuracy and urgency.
• Track every request to confirmation — no item left open.
• Serve as a first point of contact for clients and partners by phone and email.
• Follow up proactively until every item is resolved.
• Manage the firm's CRM process — every open task logged, owned, and closed on time.
• Maintain the pipeline: prospects, closed business, and the quarterly review meeting calendar.
• Keep client records current and prepare files ahead of advisor meetings.

Skills

Strong communication

Organization

Discretion

Bilingual English/Spanish

Tools

CRM systems

Fidelity

Altruist

Microsoft Excel

PowerPoint

Job description

• The Client Services Associate is the operational backbone of the client relationship. Working alongside our advisors in the Tempe and Kansas offices, you own the details that make the experience seamless— opening accounts, moving money accurately, keeping every request tracked to completion, and communicating with clients in a way that reflects the firm: warm, professional, and precise.

What you'll do:

Account Operations

• Open and transfer investment accounts— paperwork, signatures, and tracking through completion
• Open bank and cash-management accounts and set up the services that go with them

Money Movement

• Process withdrawal requests and other money movement with accuracy and appropriate urgency
• Track every request to confirmation — no item left open

Client Communication

• Serve as a first point of contact for clients and partners by phone and email
• Follow up proactively until every item is resolved

Workflow and Pipeline

• Manage the firm's CRM process — every open task logged, owned, and closed on time
• Maintain the pipeline: prospects, closed business, and the quarterly reviewmeeting calendar
• Keep client records current and prepare files ahead of advisor meetings

What we're looking for

• Organization is paramount — you keep flawless track of many open items at once, and nothing falls through
• 1–3 years in client service or operations, ideally at an RIA, bank, or brokerage; financial services experience preferred
• Clear, warm, professional communication in every channel — email, phone, and in person
• Comfortable on the phone — you'll speak directly with clients and partners daily, so confidence on calls is essential
• Bilingual English/Spanish is a strong preference
• Discretion — comfortable handling confidential financial information
• Fluency with CRM systems and custodial platforms; Fidelity or Altruist experience is a plus
• Proficient in Excel, PowerPoint, and Microsoft-based tools
• A service mindset — you take pride in follow-through
• $55,000–$65,000 per year, based on experience, plus discretionary bonus
• Full-time, hybrid schedule — four days in our Tempe office, one day remote

Clear path to advance into roles of greater responsibility as the firm grows