Client Services Representative

Strive Solutions; Tempe (AZ); On-site; USD 50,000 - 65,000; Full time

Job summary

Strive Solutions in Tempe, AZ is seeking a Service Specialist II to provide high-quality support to financial advisors and their clients by assisting with account operations, transactions, and firm platform use. You will respond to inquiries, process updates, resolve issues with accuracy, and collaborate with branch teams to improve service quality while ensuring regulatory standards.

The role emphasizes clear communication, platform familiarity, and a client-first approach in a fast-paced

Qualifications

• Strong attention to detail and commitment to compliance and accuracy.
• Excellent customer service, problem-solving, and inquiry-handling skills.
• Ability to learn and support firm platforms and explain features clearly.
• Collaborative mindset and effective communication with advisors and branch teams.
• Comfort working with complex service requests and maintaining client-first service.

Responsibilities

• Respond to client and advisor inquiries and resolve service issues with accuracy and urgency.
• Process account updates and related requests while maintaining regulatory and firm standards.
• Research and address complex questions in coordination with branch teams.
• Educate clients on available tools and resources to improve self-service and understanding.
• Identify opportunities to enhance the client experience and strengthen service quality.

Skills

Attention to detail

Customer service

Problem-solving

Platform support

Communication

Job description

Role: Service Specialist II providing high-quality support to financial advisors and their clients by assisting with account operations, transactions, and firm platform use.

Key Responsibilities

• Respond to client and advisor inquiries and resolve service issues with accuracy and urgency.
• Process account updates and related requests while maintaining regulatory and firm standards.
• Research and address complex questions in coordination with branch teams.
• Educate clients on available tools and resources to improve self-service and understanding.
• Identify opportunities to enhance the client experience and strengthen service quality.

Qualifications & Skills

• Strong attention to detail and commitment to compliance and accuracy.
• Excellent customer service, problem-solving, and inquiry-handling skills.
• Ability to learn and support firm platforms and explain features clearly.
• Collaborative mindset and effective communication with advisors and branch teams.
• Comfort working with complex service requests and maintaining client-first service.