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Client Experience Specialist - Financial Services

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm in Scottsdale, Arizona, is seeking a dedicated Registered Client Service Associate to provide essential administrative support to Financial Advisors and clients. The ideal candidate will have strong communication and organizational skills to manage client interactions and tasks in a fast-paced environment. Key responsibilities include onboarding new clients, monitoring investments, and preparing financial reports. Join us to grow your career and make a difference for our clients.
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