Paraplanner / Client Service Associate

Key Wealth Management Inc; Scottsdale (AZ); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Competitive salary based on experience

Bonus opportunities

Retirement plan benefits (401k)

Collaborative and growth-oriented环境

Job summary

Key Wealth Management Inc is seeking a client service and administrative support professional in Scottsdale. You will be the warm, professional contact for clients, schedule advisor calendars, and assist with onboarding new relationships.

You’ll coordinate client events, maintain organized CRM records, and support both the planning and execution of client strategies. The role emphasizes strong organization, proactive problem solving, and teamwork within a growth‑oriented culture, with

Qualifications

• Experience in financial services or wealth management is preferred.
• Licenses: Series 7 & 63 or 66; CFP track or pursuing CFP education is a plus.
• Experience with CRM and financial planning software is advantageous.
• Strong organizational and communication skills with client‑facing experience.

Responsibilities

• Serve as a warm, professional point of contact for clients and schedule meetings.
• Assist with onboarding new client relationships and maintain CRM records.
• Coordinate client events, gifting, and special touches while supporting advisors.
• Prepare financial planning documents and meeting prep, and assist with plan implementation.
• Support workflow, account reviews, transfers, and maintenance requests with custodians.

Skills

Client service

Communication

Organization

Time management

Tech savvy

Team collaboration

Problem solving

Education

Series 7 & 63 or 66 licenses

CFP track or pursuing CFP education

Tools

CRM systems

Financial planning software

Microsoft Office

Job description

What You’ll Do

Client Service & Administrative Support

• Serve as a warm and professional point of contact for clients
• Schedule meetings and manage advisor calendars
• Assist with onboarding new client relationships
• Coordinate client events, gifting, and special touches
• Help maintain office organization and operational efficiency
• Support internal team projects and process improvements
• Prepare and organize financial planning documents and meeting prep
• Assist advisors with plan implementation and follow-up items
• Analyze client data and help identify planning opportunities
• Support portfolio and account review processes
• Prepare paperwork for new accounts, transfers, distributions, and maintenance requests
• Coordinate with custodians and internal partners to ensure smooth execution
• Maintain accurate CRM records and workflows

Who You Are

• Highly organized with exceptional attention to detail
• Strong communicator with a warm, professional presence
• Able to manage multiple priorities and follow through independently
• Proactive, resourceful, and solution-oriented
• Comfortable with technology and learning new systems quickly
• Team player who values collaboration and positive culture
• Passionate about helping others and creating meaningful experiences

Preferred Qualifications

• Experience in financial services, wealth management, banking, or related field
• Series 7 & 63 or 66 Licensed
• CFP®, CFP® track, or interest in pursuing financial planning education is a plus
• Experience with CRM systems and financial planning software preferred
• Strong Microsoft Office and organizational skills

About Our Culture

We are a close-knit, high-performing team that values professionalism, growth, collaboration, and genuine care for both our clients and one another. We work hard, support each other, and believe culture matters. This role has strong long-term growth potential for the right candidate.

• Competitive salary based on experience
• Bonus opportunities
• Retirement plan benefits (401k)
• Collaborative and growth-oriented environment