Client Service Associate

Client Service Associate

12+ month contract. Tempe, AZ

Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast‑growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join our client as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams.

We offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector. “We take care of our advisors, so they can take care of their clients.”

As a Financial Service Professional, you’ll play a vital role in providing exceptional service to our advisors and investors. Here’s a glimpse of your day‑to‑day: your journey will begin with a training program, where you will receive extensive training on our clients, systems, and products. Throughout this period, you will receive hands‑on coaching and support as well as guided on‑the‑job practice time.

Upon graduation from training, you will be onboarded to a team where you serve as the first point of contact for our advisors and their investors, handling 25‑30 inbound contacts daily, ranging from simple account inquiries to complex financial transactions.

• World‑Class Service:
  Deliver stellar experiences with each interaction, embodying our client‑centric values.
• Problem Solve & Advise:
  Utilize your critical thinking to resolve issues in real‑time, ensuring client satisfaction and fostering strong relationships.
• Research & Navigate:
  Conduct detailed research and navigate various databases to provide accurate solutions for our clients.
• Collaborate & Innovate:
  Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team‑oriented approach.

• Bachelor’s degree from an accredited institution or equivalent education and experience.
• Registration:
  Securities Industry Essentials (SIE) is a plus.
• Experience:
  
  0‑2+ years in a client‑facing, service‑oriented role, ideally in a team‑based environment.
• Core
  
  Skills:
  
  High empathy and a passion for helping people, strong problem‑solving abilities with an initiative‑taking attitude and high sense of ownership, strong attention to detail, proficiency in using computers and customer service software, ability to navigate multiple systems simultaneously, and a strong curiosity coupled with a desire for continuous learning.
• Communication:
  Exceptional verbal and written communication skills.
• Desirable:
  Experience in or education about the financial services industry.

Work Schedules:
We offer a variety of schedules designed to meet our customers’ needs. Applicants must be able to support a regularly scheduled shift anytime between the hours of 8 am EST and 8 pm EST, Monday‑Friday. Shifts could be 4‑day weeks, 10‑hour days (4‑10s) or 5‑day weeks, 8‑hour days, and will be assigned by business need.

Location:

The role is based in the office locations mentioned in the job description and follows our hybrid working model. Initially, you can expect to spend a significant amount of your training time in the office, taking full advantage of in‑person learning and coaching. After training, you will transition to a hybrid schedule, working part of the week at home and part of the week in the office.

Your schedule will depend on the business needs and requirements of your assigned team.

Estimated Minimum Rate: $14.00
Estimated Maximum Rate: $20.00

Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• Met Life Voluntary Benefits
• Employee Assistance Program (EAP)
• 401(k) Retirement Savings Plan
• Direct Deposit & weekly e‑payroll
• Referral Bonus Programs
• Certification and training opportunities

Note:

Any pay ranges displayed are estimations. Actual pay is determined by an applicant’s experience, technical expertise, and other qualifications…