Wealth Management Client Services Associate; Onboarding
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-01-12
Listing for:
Lead Advisor
Full Time, Part Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A wealth management practice based in Scottsdale is seeking a Client Service Associate. The ideal candidate will possess exceptional communication skills, high attention to detail, and a proactive approach to problem-solving. Responsibilities include coordinating client meetings, managing onboarding, and maintaining records in the CRM. Candidates with 2 years of experience in financial services and a Bachelor's degree are preferred. This full-time role requires office attendance 3 days a week.
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Position Requirements
10+ Years
work experience
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