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Financial Advisor Financial Services Financial Consultant Wealth Management

Wealth Management Client Services Specialist

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Scottsdale is seeking a Client Service Specialist to provide operational support to the Wealth Management team. The role requires excellent communication and organizational skills, with responsibilities including answering client inquiries, maintaining data integrity, and coordinating internal operations. Candidates should have five years of relevant experience, ideally in the financial services industry. The company offers a competitive salary and a robust benefits package, including health insurance and generous paid time off.
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