Client Service Associate
Description:
Onsite
A leading wealth management firm in Scottsdale, AZ, is seeking a Client Service Associate to join their dynamic team. The company focuses on delivering tailored financial planning services to high-net-worth individuals, with a strong emphasis on long-term relationships. The Client Service Associate will play a key role in supporting financial advisors with back-end administrative tasks, ensuring smooth and efficient operations. This position is ideal for someone with strong attention to detail, excellent organizational skills, and the ability to thrive in a collaborative and fast-paced environment.
Client Service Associate Responsibilities:
Manage administrative duties to support financial advisors and office operations
Ensure accurate processing of new client accounts and related paperwork
Coordinate money movements and assist with advisor-client meetings
Handle executive assistant duties, such as scheduling events and travel
Maintain a strong focus on minimizing errors in all back-end administrative tasks
Assist with complex account types, such as trusts, as required
Support the preparation and follow-up for advisor-client meetings and related documentation
Double as a key support point for managing advisor schedules and travel logistics
Client Service Associate Requirements:
3-5 years of experience in an operations or administrative role
Tech-savvy, with proficiency in relevant financial software
Strong attention to detail and organizational skills
Excellent communication abilities and a proactive attitude
Experience with Schwab preferred but not required
Ability to work onsite in Scottsdale, AZ
Benefits:
Health insurance coverage
401(k) plan with a competitive match
4 weeks PTO plus NYSE holidays
Flexibility in working hours
Bonus structure based on company and personal performance
Join a dynamic company specializing in wealth management, seeking a detail-oriented Client Service Associate to support financial advisors and contribute to operational excellence!
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