Institutional Client Success Specialist

PowerToFly; Tempe (AZ); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for career advancement

Job summary

PowerToFly, located in Tempe, Arizona, is seeking an Institutional Client Specialist to enhance client service for institutional clients. This role requires maintaining high-quality client relationships and onboarding new institutional clients with complex documentation.

Ideal candidates should hold a bachelor's degree and possess 3+ years in the financial services industry, along with relevant licenses. The position offers a salary range of $70,000 to $115,000 per year, based on experience.

Qualifications

• Bachelor’s degree preferred.
• 3+ years of relevant industry experience preferred.
• Active Series 7, 63, and 65 (or Series 7 and 66) required.

Responsibilities

• Maintain institutional client relationships through quality service.
• Onboard new institutional clients and manage documentation.
• Collaborate across teams to resolve client issues.

Skills

Strong ownership mindset

Highly organized

Strong verbal communication

Stakeholder management

Advanced Microsoft Office skills

Education

Bachelor’s degree

Series 7, 63, and 65 (or Series 7 and 66) license

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

PowerToFly, located in Tempe, Arizona, is seeking an Institutional Client Specialist to enhance client service for institutional clients. This role requires maintaining high-quality client relationships and onboarding new institutional clients with complex documentation.

Ideal candidates should hold a bachelor's degree and possess 3+ years in the financial services industry, along with relevant licenses. The position offers a salary range of $70,000 to $115,000 per year, based on experience.