Wealth Advisory Client Services Specialist

A wealth advisory firm in Scottsdale, AZ is seeking a highly organized Client Services Associate to support three Wealth Advisors. The role involves providing exceptional customer service, managing client accounts, and assisting advisors with financial planning tasks. Ideal candidates should possess strong organizational and communication skills and have proficiency in Microsoft Office. Preferably, applicants should have at least 2 years of financial industry experience.

This full-time position offers competitive pay, medical benefits, and flexible paid time off.
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