Wealth Management Client Services Specialist
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-08-10
Listing for:
HUB International
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
HUB International invites applications for an entry-level Client Service Associate/Analyst in the wealth management support team in Scottsdale, AZ. You will assist wealth advisors by preparing standard client reports and statements, maintaining files, and handling routine inquiries under supervision.
You will gain knowledge of financial products and planning concepts while supporting advisors in managing high-net-worth client relationships and day-to-day service delivery.
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