Client Service Associate

About the Company

Buttonwood Capital Management is a leading private wealth management firm located in North Scottsdale, Arizona. For more than 25 years, we have served as trusted advisors to entrepreneurs, executives, and multi-generational families. We deliver customized investment management, comprehensive financial planning, and strategic advice.

We are looking to hire an individual who will enhance the client experience by giving exceptional service and providing operational and administrative support to our firm and our clients. We are a boutique office so you will get great exposure to all aspects of a leading investment business. The Client Services Assistant will be responsible for the day‑to‑day servicing of clients and account maintenance, which will involve both face‑to‑face and phone interactions with our valued clients.

• Assist on the daily activities associated with client service and back‑office operations.
• Partner with Advisors to ensure white glove service to clients.
• Prepare advisors for daily trades, account analysis, and client meetings.
• Collaborate with Advisors for proper client onboarding, including client education (e.g., online account access) and proper account set up.
• Check custodian and client alerts daily and perform appropriate actions.
• Handle and process administrative paperwork for firms clients.
• Develop and maintain exceptional relationships with clients with a focus on client retention.
• Prepare conference room for client and prospect meetings.
• Answer, screen, and transfer inbound phone calls.
• Maintain accurate notes and records in the CRM and internal document database.
• Greet clients and visitors; offer and provide refreshments.
• Handle and process daily mail: open and distribute, scan and file as needed, manage shipping.
• Contribute to maintaining the professional appearance of office communal areas including supply cabinet, filing cabinets, conference rooms, and kitchen.
• Assist with special projects as needed.

• Bachelor’s degree (or equivalent experience) preferably in business, accounting, finance, economics, or a related area.
• Minimum of 3+ years of experience in client service within the financial services industry.
• Strong comfort with technology and ability to learn new software and systems quickly, including proficiency in Microsoft Office Suite/365, Outlook, and intermediate to advanced Excel; experience with CRM systems, document management, and encryption systems.
• Experience with Redtail CRM and LPL Financial’s Client Works system is preferred.

• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, does not shrink from new challenges.
• Passion to help new and existing clients.
• Organized, detail‑oriented, and able to manage and prioritize tasks.
• Initiative and ability to work independently; sets priorities and juggles several activities at once, often with frequent interruptions.
• Commitment to accuracy and delivery of high quality work.
• Thrives in a fast‑paced, constantly evolving environment with a wide range of responsibilities.
• Dependable, accurate, conscientious with a strong sense of team effectiveness.
• Flexible team player who is highly adaptable to change and open to innovative ideas.
• Demonstrated ability to work successfully in an entrepreneurial, small company environment.
• Upholds firm’s purpose, vision, and values.

• Health Insurance (Medical/Dental/Vision)
• Paid Time Off
• Support for professional certifications/designations

• Associate

• Full‑time

• Finance, Customer Service, and Administrative

• Financial Services and Investment Management