Wealth Management Client Services Associate (Onboarding)

Lead Advisor; Scottsdale (AZ); Hybrid; USD 55,000 - 65,000; Full time

Job summary

A wealth management practice based in Scottsdale is seeking a Client Service Associate. The ideal candidate will possess exceptional communication skills, high attention to detail, and a proactive approach to problem-solving. Responsibilities include coordinating client meetings, managing onboarding, and maintaining records in the CRM. Candidates with 2 years of experience in financial services and a Bachelor's degree are preferred. This full-time role requires office attendance 3 days a week.

Qualifications

• 2 years of experience in Financial services is preferred.
• Works well in a fast-paced environment.
• Strong organizational skills.

Responsibilities

• Coordinate and schedule client meetings.
• Manage the client onboarding process.
• Triage and assist with client service requests.
• Maintain accurate records in the CRM system.
• Work with other team members for case preparation.
• Handle administrative duties for the practice.

Skills

Attention to detail

Exceptional communication skills

Proactive problem solving

Ability to work in a fast-paced environment

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Job description

A wealth management practice based in Scottsdale is seeking a Client Service Associate. The ideal candidate will possess exceptional communication skills, high attention to detail, and a proactive approach to problem-solving. Responsibilities include coordinating client meetings, managing onboarding, and maintaining records in the CRM. Candidates with 2 years of experience in financial services and a Bachelor's degree are preferred. This full-time role requires office attendance 3 days a week.