Wealth Client Services Specialist
Job in
Tucson, Pima County, Arizona, 85718, USA
Listed on 2026-06-18
Listing for:
PowerToFly
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Advisor, Financial Services, Financial Consultant
Job Description & How to Apply Below
Power To Fly is looking for a Registered Client Service Associate in Tucson, Arizona. This role involves supporting Financial Advisors and providing exceptional service to clients, building trusted relationships through day-to-day interactions. The ideal candidate will have strong interpersonal skills, knowledge of financial services, and advanced Microsoft Office skills.
The position requires at least a High School Diploma, with a preference for a college degree and completed Series 7 and 66 certifications. Candidates should be detail-oriented, adaptable, and have proven experience in the financial industry.
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