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Client Service Associate
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
Responsibilities:
- 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
Requirements:
- 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
Benefits:
- 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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