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Client Services Consultant
Job in
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-07-31
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Compliance
Job Description & How to Apply Below
Responsibilities
- Support financial advisors and their clients with exceptional service and operational excellence
- Provide courteous and professional support through phone, email, and occasional in-person interactions
- Review workflows and paperwork for accuracy and completeness
- Prepare professional correspondence and documents to support advisors and clients
- 4+ years of financial services experience
- Experience with Red Tail CRM or similar customer relationship management platforms
- Hands‑on experience with Orion financial software or similar systems
- Familiarity with custodian policies and procedures, including Charles Schwab, Fidelity, and Pershing.
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