Senior Client Service Specialist

Wilde Wealth Management Group; Arizona; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

PTO

Birthday PTO

9 paid holidays

401(k) with match

Tuition reimbursement

Job summary

Wilde Wealth Management Group in Phoenix, AZ, seeks an Experienced Client Service Representative to support advisors and manage client portfolios. You will prepare meeting materials, process transactions, and respond to inquiries, ensuring a high level of client satisfaction.

The role requires strong communication, multitasking, and proficiency in Microsoft Office, with certifications like Series 7/6 and 63/65 preferred.

Qualifications

• Minimum 5 years of advisory or brokerage client service experience.
• Exceptional client service and hospitality skills.
• Ability to multitask and manage a fluctuating workload.
• Excellent verbal and written communication.
• Strong working knowledge of Microsoft Office suite.

Responsibilities

• Support one or more advisors and act as the primary contact for client portfolios.
• Prepare for meetings and manage all resulting action items (trades, transfers, online access, address updates, money movement, referrals).
• Address client inquiries promptly via calls and emails, aiming for same-day responses.
• Maintain files (electronic and physical) and CRM notes.
• Ensure compliance with standard operating procedures and internal controls.
• Assist with office duties (mailings, campaigns, phones, greeting clients, supplies).

Skills

Client service experience

Communication skills

Multitasking

Microsoft Office

Education

Licenses: Series 7/6, Series 63/65

Tools

Redtail CRM

Albridge

Pershing

Job description

Wilde Wealth Management Group in Phoenix, AZ, seeks an Experienced Client Service Representative to support advisors and manage client portfolios. You will prepare meeting materials, process transactions, and respond to inquiries, ensuring a high level of client satisfaction.

The role requires strong communication, multitasking, and proficiency in Microsoft Office, with certifications like Series 7/6 and 63/65 preferred.