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Client & Onboarding Specialist
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-01-12
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Client Service Associate in Scottsdale, Arizona. This role involves supporting clients and advisors by managing administrative tasks, ensuring accurate CRM data, and assisting with client interactions. The ideal candidate will have a Bachelor’s degree, strong organizational skills, and a commitment to providing excellent client service. Benefits include health insurance from day one, a flexible PTO policy, and professional development opportunities.
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