Wealth Client Services Associate | Elite Operations
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-02-08
Listing for:
Versant Capital Management, Inc.
Full Time
position Listed on 2026-02-08
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A multi-family office firm in Phoenix is seeking a Client Service Associate to support wealth advisors and enhance the client experience. Responsibilities include maintaining client records, coordinating meetings, and managing onboarding processes. Ideal candidates should possess a Bachelor's degree, with at least 2 years of experience in client services. Strong attention to detail and excellent communication skills are essential. Join us for a career focused on integrity and collaboration.
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Position Requirements
10+ Years
work experience
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