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Client Operations Associate – Finance & Advisory

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Caprock
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
  • Business
    Financial Advisor, Financial Analyst
Job Description & How to Apply Below
Position: Client Operations Associate – Finance & Advisory Support
A financial services firm based in Scottsdale, Arizona is seeking a Client Associate. The role involves supporting client advisors, managing client relationships, and ensuring seamless operations. Responsibilities include coordinating meetings, aiding in client onboarding, and performing financial analyses. Ideal candidates will possess a degree in Business or Finance and experience in the financial industry. The firm offers competitive compensation and benefits, including health insurance and flexible paid time off.
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Position Requirements
10+ Years work experience
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