Client Service Associate, Wealth Management

## Client Service Associate, Wealth Management Postulerremote type:
Hybrid Working locations:
Scottsdale, AZtime type:
Full time posted on:
Publié aujourd'huijob requisition :
R0037437## Role Summary The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and their clients, ensuring seamless delivery of wealth management services. This entry-level position offers the opportunity to develop core knowledge of financial products, planning concepts, and client service practices while supporting experienced advisors in managing high-net-worth client relationships.##

Key Responsibilities
* Provide non-advice-related support to clients including preparing standard client reports and account statements
* Maintain accurate client files, documentation, and ensure all records are current and compliant
* Answer routine client questions and service requests under supervision of advisors
* Interface with broker-dealers, custodians, and product providers to facilitate transactions and resolve issues
* Prepare materials for client meetings including performance reports, financial statements, and presentation decks
* Process account paperwork including new account openings, transfers, and beneficiary updates
* Assist with scheduling client meetings and maintaining advisor calendars
* Monitor client accounts for required actions such as RMDs, rebalancing needs, and account reviews
* Support the team with data entry into financial planning software and CRM systems
* Participate in team meetings and contribute to process improvement initiatives
* Complete assigned training programs to build knowledge of financial products and planning concepts
* Ensure all client communications and documentation meet compliance standards## Qualifications### Education
* Bachelor's degree preferred in business, finance, economics, or related field### Industry Credentials & Licenses
* Series 65 preferred; if associated with Broker-Dealer: SIE, Series 7, and Series 66
* Willingness to pursue CFP certification and additional industry designations### Professional Experience
* 0-3 years of experience in financial services, wealth management, or client services
* Core knowledge of financial industry, financial products, and financial planning concepts
* Strong organizational skills with exceptional attention to detail and accuracy
* Excellent written and verbal communication skills
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
* Time management skills and ability to manage multiple priorities
* Ability to collaborate effectively with team members and managers
* Professional demeanor with commitment to delivering high-quality client service
* Eagerness to learn and develop expertise in wealth management
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