Wealth Client Experience Specialist
Listed on 2026-10-06
-
Finance & Banking
-
Administrative/Clerical
KDI Wealth Management | Financial Planners in Payson, AZ is seeking a personable Client Service Associate to greet clients, answer calls, and coordinate schedule and records. You will provide operational support across account management tasks while upholding confidentiality and professional communication.
The role emphasizes client care, accuracy, and teamwork with financial advisors. Ideal candidates bring hospitality or administrative experience and strong Microsoft Office skills to help
We have an opening for a Wealth Client Experience Specialist in Payson, AZ, United States within Sales.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Payson, AZ, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 42.000 - 52.000.
We aim to respond to suitable candidates as soon as possible.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).