Client Services Associate for Financial Advisors – Onsite

Cetera Financial Group; Phoenix (AZ); On-site; USD 25,000 - 30,000; Full time

Job summary

Cetera Financial Group in Phoenix, AZ, is seeking a Client Services Representative – S1 to support Financial Advisors with daily investment practice operations and delivering superior client service.

You will prepare client paperwork, process transactions, schedule meetings, and maintain client relationships while coordinating with internal Cetera teams. It is a full-time, on-site role with opportunities for growth and training toward licenses such as FINRA Series 7/66.

Qualifications

• High School Diploma or GED is required.
• Experience in an administrative or customer service role.
• Strong time management skills.
• Excellent written and verbal communication.
• Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs.

Responsibilities

• Act as a liaison between registered representatives and clients.
• Answer phones, schedule appointments, and prepare materials for meetings.
• Assist in preparing client illustrations, graphs, charts, and reports for presentations.
• Prepare client paperwork and follow-up tasks to support representatives.
• Engage with clients by phone, virtual visits, and in-person to meet service needs.
• Organize client events and follow up on actions.
• Maintain client records and retention within corporate guidelines.
• Communicate with Cetera departments to ensure timely service delivery.

Skills

Communication skills

Time management

Administrative experience

MS Office

Financial services experience

Education

High School Diploma or GED

Bachelor's degree in Finance, Business, Marketing, or Communications

Job description

Cetera Financial Group in Phoenix, AZ, is seeking a Client Services Representative – S1 to support Financial Advisors with daily investment practice operations and delivering superior client service.

You will prepare client paperwork, process transactions, schedule meetings, and maintain client relationships while coordinating with internal Cetera teams. It is a full-time, on-site role with opportunities for growth and training toward licenses such as FINRA Series 7/66.