Hybrid

A well-established financial services firm located in Scottsdale, Arizona, known for its disciplined investment philosophy and commitment to integrity, is seeking a Client Service Associate to join their growing team. This role focuses on managing client accounts, processing financial transactions, and supporting daily office operations. Ideal candidates have experience in investment firms, strong organizational skills, and enjoy working in a professional, client-facing environment. The position offers hybrid work flexibility after training and a comprehensive benefits package. This is a great opportunity for someone looking to grow into a senior role within a stable, client-focused company.

Client Service Associate Responsibilities:

• Prepare and verify paperwork for opening new client accounts and transferring assets accurately
• Maintain and update detailed client records using CRM software to ensure current information
• Process a variety of client transactions including wires, ACH transfers, and check deposits with precision
• Assist clients by handling account changes such as linking bank accounts, updating addresses, and managing beneficiaries
• Track and manage required minimum distributions (RMDs) while generating timely reports for clients and CPAs
• Distribute quarterly client statements and reports through email or postal mail to ensure clients stay informed
• Support daily office operations by answering phones, greeting visitors, ordering supplies, and organizing documents

Client Service Associate Requirements:

• 2-3 years of relevant financial services or investment firm experience
• Proficient in Microsoft Word, Excel, Outlook, CRM databases, and DocuSign
• High school diploma required; bachelor’s degree preferred
• Strong communication and client-facing skills with a professional attitude
• Ability to work independently while collaborating as part of a team
• Detail-oriented with excellent organizational abilities
• Comfortable with onsite work and a hybrid schedule after training period

Benefits:

• Health insurance coverage
• 401(k) plan with company match
• 2 weeks PTO plus paid holidays
• Profit-sharing plan
• Professional culture that supports work-life balance

Become part of a growing financial services firm offering investment solutions, seeking a dedicated Client Service Associate to manage accounts and support daily operations!

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