Client Services Associate

Now Hiring: CSA/Executive Assistant | $65K - $85K | Arizona

Are you a highly detail-oriented finance professional looking to take the next step in your career? Or an Executive Assistant with a strong financial background eager to expand your skill set?

This could be the perfect opportunity for you!

This is a permanent role offering $65K - $85K
, depending on experience, and requires candidates to be located in Arizona
.

• Manage and coordinate client requests, including wires, deposits, and cash movements
• Assist with account openings, data collection, and documentation
• Support financial advisors by analyzing reports, summarizing data, and preparing client deliverables
• Provide administrative and operational support to enhance client service efficiency
• Handle multiple requests in a fast-paced, team-oriented environment

• Bachelor’s Degree required
• Strong attention to detail and organizational skills
• Ability to multi-task and prioritize across financial planning, tax, and investment services
• Proficiency in Microsoft Office Suite (Excel in a financial context is a plus!)
• Basic knowledge of financial statements, tax, and investment concepts
• Excellent communication and problem-solving skills

If you're a meticulous financial administrator or an EA ready to grow in the finance space
, we’d love to connect with you!

Apply today or message me for more details!