Wealth Management Client Services Specialist

Fwainvest; Scottsdale (AZ); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical

Retirement + Match

Life Insurance

PTO + Market Holidays

Job summary

Key Wealth Management is seeking a Registered Client Associate to support financial advisors and staff at the Scottsdale, AZ office. You will handle client inquiries, account information, meeting scheduling, and data entry for financial plans, leveraging CRM systems and Microsoft Office tools.

Ideal candidates have strong administration, attention to detail, and the ability to follow procedures. Industry experience and relevant licenses (SIE, Series 7, 63) are preferred.

Qualifications

• Familiar with standard office practices, procedures and methods.
• Strong client service orientation and effective written/spoken communication.
• Ability to manage multiple tasks with changing priorities in a fast-paced environment.

Responsibilities

• Interact with clients by phone, in person, virtually, and by mailings to answer inquiries and schedule meetings.
• Support financial advisors and branch staff; work independently and in teams.
• Open new client accounts, process transfers, and research information as needed.
• Maintain records/files using CRM software and input data for financial plans.

Skills

Communication

Customer Service

Time Management

Teamwork

Education

SIE, Series 7, 63

Tools

CRM Software

Microsoft Office 365

Job description

Key Wealth Management is seeking a Registered Client Associate to support financial advisors and staff at the Scottsdale, AZ office. You will handle client inquiries, account information, meeting scheduling, and data entry for financial plans, leveraging CRM systems and Microsoft Office tools.

Ideal candidates have strong administration, attention to detail, and the ability to follow procedures. Industry experience and relevant licenses (SIE, Series 7, 63) are preferred.