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Hybrid Wealth Management Client Services Specialist
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-07-11
Listing for:
HUB International
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
HUB International in Scottsdale, AZ is seeking an entry‑level Client Service Associate/Analyst to support wealth advisors and clients with non-advice tasks. You will prepare standard reports, maintain client files, and coordinate with brokers and custodians to ensure smooth service delivery.
The role emphasizes accuracy, organization, and communication as you learn wealth management concepts, software tools, and compliance standards while assisting the team with high‑net-worth relationships.
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