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Wealth Management Client Services Associate
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-30
Listing for:
Desert Financial Credit Union
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Desert Financial Credit Union is seeking a Client Service Assistant (CSA) to support Financial Advisors and Wealth Management, handling administrative tasks, client communications, and calendar management in a regulated environment. The role emphasizes compliance with FINRA/SEC/NCUA and related policies.
Ideal candidates bring 2+ years in banking or wealth management, solid customer service skills, and a plan to obtain Series 7/66 within designated timelines.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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