Wealth Client Services Associate

PowerToFly; Phoenix (AZ); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Support for work-life balance

Opportunities for career advancement

Job summary

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional service and support to Financial Advisors in Phoenix, Arizona. The ideal candidate will have strong communication skills, a client-first mindset, and expertise in financial products. Responsibilities include client onboarding, transaction execution, and administrative support. Applicants should possess a High School Diploma and relevant licenses, with a preference for candidates holding a college degree and two years of industry experience. This role offers a chance to join a diverse and inclusive team.

Qualifications

• Two or more years of industry experience preferred.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Support FA/PWA/team in client relationships.
• Execute money movement transactions.
• Answer client inquiries regarding accounts.
• Onboard and maintain client accounts.
• Assist with marketing strategies.

Skills

Knowledge of financial services products

Detail oriented

Advanced Microsoft Office skills

Exceptional writing and interpersonal skills

Time management skills

Team player

Ability to multitask

Self-motivated

Education

High School Diploma/Equivalency

Active Series 7, 66 or 63 and 65 licenses

College degree preferred

Job description

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional service and support to Financial Advisors in Phoenix, Arizona. The ideal candidate will have strong communication skills, a client-first mindset, and expertise in financial products. Responsibilities include client onboarding, transaction execution, and administrative support. Applicants should possess a High School Diploma and relevant licenses, with a preference for candidates holding a college degree and two years of industry experience. This role offers a chance to join a diverse and inclusive team.