Wealth Client Service Specialist for HNW Families

Versant Capital Management, Inc.; Phoenix (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonuses

Generous PTO

Paid holidays

Health, dental, and vision insurance

401(k) and profit sharing

Job summary

A multi-family office in Phoenix is seeking a Client Service Associate to provide essential support to wealth advisors and improve client satisfaction for high-net-worth clients. Your role will involve coordinating communications, preparing important documents, and managing client records. Ideal candidates will have a Bachelor’s degree in finance/business and over 2 years of client service experience. The position offers competitive salary and benefits, emphasizing integrity and collaboration within a high-performing team.

Qualifications

• 2+ years of experience in a client service or operations role within financial services.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Serve as the first point of contact for high-net-worth clients.
• Prepare meeting materials and investment reports.
• Support ongoing client activities and document uploads.

Skills

Organizational skills

Client-service mindset

Attention to detail

Communication skills

Education

Bachelor’s degree in finance or business

Tools

Microsoft Office Suite

CRM systems

Job description

A multi-family office in Phoenix is seeking a Client Service Associate to provide essential support to wealth advisors and improve client satisfaction for high-net-worth clients. Your role will involve coordinating communications, preparing important documents, and managing client records. Ideal candidates will have a Bachelor’s degree in finance/business and over 2 years of client service experience. The position offers competitive salary and benefits, emphasizing integrity and collaboration within a high-performing team.