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Financial Services Client Service Pro Licensing
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-03-12
Listing for:
Threadneedle group
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A leading financial services firm in Phoenix is seeking a Client Service Associate to support advisors in servicing clients and preparing financial plans. The ideal candidate will have 3-5 years of relevant experience and an associate degree. Responsibilities include coordinating client meetings, ensuring efficient paperwork submission, and providing administrative support. This full-time role offers opportunities for career development and is part of a dynamic operations team.
Join us to advance your career in a supportive environment.
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