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Wealth Management: Client Services & Onboarding Specialist

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Mission Wealth
Full Time position
Listed on 2026-08-23
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator
  • Business
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 65000 USD Yearly USD 65000.00 YEAR
Job Description & How to Apply Below

Mission Wealth is seeking a Client Services Representative to support the Operations department in Scottsdale. You will assist with new account paperwork, registrations, and account transfers, while helping clients access portals and documents.

Your role emphasizes problem-solving, attention to detail, and process improvements within a collaborative team. The position is full-time, in-office, with a base salary of $65,000 plus a $20,000 annual bonus paid quarterly, reflecting a strong

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