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Wealth Client Services Associate

Job in Gilbert, Maricopa County, Arizona, 85233, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 35000 - 55000 USD Yearly USD 35000.00 55000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Client Service Associate in Gilbert, Arizona to enhance client relationships, onboarding accounts, and collaborating with Financial Advisors. Ideal candidates should have a high school diploma, preferably a college degree, and be willing to obtain relevant licenses. Strong computer, communication, and client service skills are essential, along with the ability to thrive in a fast-paced environment.

Join a dynamic team dedicated to delivering exceptional client support.
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Position Requirements
10+ Years work experience
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