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Registered Client Service Associate
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-01-27
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-01-27
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
Job Title
Registered Client Service Associate (Series 7 required) – Scottsdale, AZ
OverviewA Scottsdale-based investment firm seeks a Registered Client Service Associate to support two Senior Financial Advisors, assisting with day-to-day operational support for their high-net-worth (HNW) clients.
Responsibilities- On-board new clients, assist with wires, ADV’s, and process client requests.
- Interact daily with HNW clients, answering and responding to client requests.
- Assist with team marketing events, develop marketing materials, and update the CRM.
- 2+ years of client service experience within a broker‑dealer or RIA.
- Series 7 license required.
- Strong communication skills and ability to manage multiple client requests efficiently.
- Competitive compensation package.
- Full suite of benefits including medical, vision, and 401(k).
- Full-time, Scottsdale, AZ location.
Full‑time
Seniority LevelAssociate
Job FunctionAdministrative
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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