Client Service Associate
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-02-01
Listing for:
Lead Advisor
Full Time
position Listed on 2026-02-01
Job specializations:
-
Administrative/Clerical
Job Description & How to Apply Below
Base pay range
$55,000.00/yr - $65,000.00/yr
Client Service AssociateOur client, a growing wealth management practice based in Scottsdale, is hiring a Client Service Associate. The right candidate should have high attention to detail, exceptional communication skills and be a proactive problem solver.
Key Responsibilities (but not limited to):- Coordinating and scheduling client meetings
- Manage the client onboarding experience by assisting with applications, and other tasks
- Triage and assist with client service requests
- Keep accurate records in the CRM system
- Work with other team members to ensure case preparation is completed for advisor’s client meetings
- Handle other administrative duties for the practice
- 2 years of experience in Financial services experience is preferred
- Experience using Microsoft office and Excel
- Works well in a fast-paced environment
- Bachelor's degree preferred
Scottsdale, AZ – 3 days in office
Seniority levelAssociate
Employment typeFull-time
Job functionOther
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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