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Client Service Associate

Tempe, AZ 85281

Posted: 09/01/2023 Employment Type: Permanent Category: Administrative Job Number: 20878 Pay Range: $55,000 - $60,000 DOE

Job Description

A leading financial services firm in Tempe, AZ is seeking a motivated and experienced Brokers Assistant to help ensure smooth operations!  This is an exciting opportunity for a polished, proactive and professional brokers assistant who is comfortable taking initiative and lending a hand wherever one needs to be had.  You’ll get to join a small and inviting team that values warmth, loyalty and dedication.  Your well-being will be seen as a priority and you will get to enjoy a beautiful view of the city from a business high-rise office!  If you have at least 2 years of admin experience, hold a valid financial security’s license and desire a predictable and stable position, this is the job you’ve been waiting for!
Pay Range:
$55,000 - $60,000 DOE

  • Perform receptionist duties, including answering phones, and handling client inquiries
  • Schedule and book conference rooms for meetings
  • Prepare conference rooms for client meetings
  • Assist with appointment preparation
  • Handle notarization and withdrawal requests
  • Process new and existing business transactions
  • Manage audits and ensure compliance with regulatory requirements
  • Maintain book and records, including logging checks online and sending to the brokerage house
  • Communicate with clients on the phone and schedule appointments

  • Minimum of 2 years of administrative experience
  • Must hold a valid Security's License (Series 6 or Series 7)
  • Computer literate with the ability to learn and manage various software platforms
  • Strong communication and organizational skills
  • Proactive and task-oriented with a problem-solving mindset
  • Ability to take initiative and work independently
  • Bachelor's degree is preferred

  • 100% Medical & Dental insurance coverage for employees
  • Simple IRA with 3% match
  • 2 weeks PTO (4 weeks after 24 months)
  • Paid holidays
  • Paid parking
  • Hybrid schedule

If you’re a mature, polished and understanding professional looking to work in a stable position for a genuinely great employer, don’t let this rare gem pass you by.  Apply today!

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