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Senior Wealth Client Relations Executive
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Jobtailor in Scottsdale, AZ seeks a proactive Wealth Management Assistant to support the Senior Wealth Manager and deliver exceptional client service. You will act as a primary contact for clients, assemble meetings, gather financial and tax documents, and help prepare presentations and proposals.
You'll coordinate investment deployments, assist with trade execution, and maintain knowledge of investment strategies to ensure compliance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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