More jobs:
Client Services Advisor - Hybrid; Financial Services
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-10
Listing for:
EPC Eneric Petroleum Corp.
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bridge Port in Phoenix, AZ seeks a Client Services Advisor to support advisors and deliver a superior client experience. This role coordinates client service activities, meetings, planning support, and process improvements to ensure client needs are met promptly and accurately.
The ideal candidate has 4+ years in financial services or advisory support, plus FINRA licenses. You will manage calendars, prepare materials, and help keep processes organized in a collaborative, growth‑oriented
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