Client Services Representative – Financial Services

TRC Talent Solutions; Scottsdale (AZ); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Comprehensive benefits

Professional training and development

Job summary

TRC Talent Solutions seeks a full-time Client Services Representative - Financial Services in Scottsdale, AZ to support financial advisors and operational teams within a broker-dealer environment. A structured training program will build your knowledge of financial products, compliance, and internal processes.

You will handle advisor inquiries, assist with account setups and transactions, research escalated issues, and collaborate across teams to improve processes while upholding regulatory

Qualifications

• Minimum of 2 years' experience in financial services operations or broker-dealer environments.
• Familiarity with CRM tools such as Salesforce is preferred.
• Previous call center experience is beneficial.
• High school diploma or GED required.
• Strong communication skills, attention to detail, and ability to multitask effectively.

Responsibilities

• Provide prompt and accurate support for financial advisors, enabling them to deliver excellent client service.
• Respond to advisor inquiries, troubleshoot and resolve operational challenges related to account setup, transaction processing, and service requests.
• Conduct detailed research to address complex or escalated issues, providing well-documented and effective solutions.
• Collaborate with internal teams to resolve service problems and improve operational processes.
• Monitor and identify recurring trends or issues, suggesting process improvements to optimize the advisor and client experience.
• Maintain up-to-date knowledge of company systems, procedures, and financial products.
• Support compliance and operational standards, ensuring adherence to regulatory requirements.
• Assist in resolving compliance-related inquiries with precision and professionalism.

Skills

Communication skills

Attention to detail

Multitasking

Education

High school diploma or GED

Tools

Salesforce CRM

Job description

The Client Services Representative - Financial Services plays a critical role in ensuring operational excellence and superior service delivery within a dynamic broker-dealer environment. This full-time position is tailored for professionals passionate about supporting financial advisors and their clients through a broad range of operational and transition activities. As a valued member of the team, you will participate in a comprehensive, structured training program designed to enhance your understanding of financial products, regulatory compliance, and internal processes, providing you with the foundation for a thriving career in financial services. Located in Scottsdale, AZ, this Client Services Representative - Financial Services role is an opportunity to work in a vibrant financial hub, with access to leading-edge resources and a collaborative company culture. The position is structured for optimal work-life balance and professional growth, enabling you to build expertise in client services, operations, and compliance within the financial services sector. The employment type for this role is full-time, ensuring consistent engagement with a supportive team and opportunities to advance your career.

Client Services Representative - Financial Services Summary

• Full-time opportunity to support financial advisors and operational teams in a leading broker-dealer environment.
• Structured training program to build expertise in financial products, compliance, and operations.
• Dynamic, collaborative work environment with a focus on professional development.
• Located in Scottsdale, AZ - a thriving financial services hub.

Duties & Responsibilities

• Provide prompt and accurate support for financial advisors, enabling them to deliver excellent client service.
• Respond to advisor inquiries, troubleshoot and resolve operational challenges related to account setup, transaction processing, and service requests.
• Conduct detailed research to address complex or escalated issues, providing well-documented and effective solutions.
• Collaborate with internal teams to resolve service problems and improve operational processes.
• Monitor and identify recurring trends or issues, suggesting process improvements to optimize the advisor and client experience.
• Maintain up-to-date knowledge of company systems, procedures, and financial products.
• Support compliance and operational standards, ensuring adherence to regulatory requirements.
• Assist in resolving compliance-related inquiries with precision and professionalism.

Salary & Benefits

• Competitive base salary (DOE) with opportunities for advancement.
• Comprehensive benefits package tailored to support your health, financial security, and work-life balance.
• Access to professional training and development resources.
• Supportive, inclusive company culture focused on employee success.

Qualifications & Requirements

• Minimum of 2 years' experience in financial services operations or broker-dealer environments.
• Familiarity with CRM tools such as Salesforce is preferred.
• Previous call center experience is beneficial.
• High school diploma or GED required.
• Strong communication skills, attention to detail, and ability to multitask effectively.

Ideal Candidate Snapshot

• Service-oriented professional committed to supporting financial advisors and operational excellence.
• Quick learner who adapts to evolving processes and new information.
• Collaborative team player with a proactive approach to problem-solving.
• Comfortable navigating complex regulatory requirements and compliance standards.
• Driven to grow a career in financial services through ongoing learning and skill development.

Other Relevant Information

This full-time position is based in Scottsdale, AZ, offering exposure to a vibrant professional community and a range of financial services clients.

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.