Client Service Associate (Scottsdale, AZ)
Core
Provides high-quality administrative support to Financial Advisors and clients, handling scheduling, account opening, transaction processing, and client reporting.
Role type
Client Service Associate (Administrative Support)
Builds
Client accounts, financial reports, and administrative workflows for Financial Advisors
Domain
Financial Services / Securities Industry
Required skills
Client Relationship Management (CRM) software, Microsoft Excel, financial transaction processing, client onboarding, report preparation, data entry, office equipment operation
Preferred skills
Securities industry experience, investment concepts knowledge, marketing event support
Technologies
CRM software, Excel, internal databases
Responsibilities
Schedule meetings with prospective and existing clients, process client financial transactions and expense reports, open new client accounts, prepare client-specific reports, maintain client records and files, assist with marketing events
Seniority
Entry-level, supervised IC