Client Service Associate - Phoenix

Client Service Associate

Phoenix, AZ

Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a collegial, entrepreneurial culture.

About the Role

We're seeking an experienced Client Service Associate (CSA) to join the team. This person will work closely with senior advisors and client relationship teams, supporting a sophisticated UHNW client base. The role is highly transactional and requires a strong understanding of custodial operations, money movement, and client account administration. This is not a call-center position-- it's a high-touch, relationship-driven role supporting clients with $10M+ in investable assets. The ideal candidate thrives in a fast-paced environment, takes initiative, and delivers exceptional service with polish and precision.

Responsibilities

• Partner with advisors and client service teams to provide day-to-day operational and servicing support for UHNW clients.
• Open and maintain accounts across multiple custodians; prepare new account paperwork, contracts, and subscription agreements.
• Manage daily cash and security movements, including deposits, withdrawals, wires, gifts, and journals.
• Coordinate closely with internal operations teams to ensure timely and accurate trade execution and processing.
• Perform account maintenance, reconciliation, and data accuracy checks within internal systems (Salesforce proficiency preferred).
• Monitor workflows, troubleshoot issues, and ensure proper documentation and compliance procedures are followed.
• Communicate directly with clients and custodians via phone and email in a professional, polished manner.
• Assist with portfolio rebalancing, billing reviews, and report preparation.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 5+ years of experience in wealth management, private banking, or financial services client support. Preference given to candidates with UHNW experience.
• Demonstrated experience handling money movement, trading, or custodial transactions.
• Familiarity with Schwab, Fidelity, or similar custodial platforms strongly preferred.
• Exceptional attention to detail and organizational skills in a fast-paced setting.
• Strong communication skills able to correspond confidently with both clients and internal stakeholders.

Required Skills

• Strong understanding of custodial operations.
• Ability to manage high-touch client relationships.
• Proficiency in Salesforce and other relevant software.

Work in a collaborative, high-performing environment that values growth, learning, and initiative. Long-term opportunities for career development within client service or advisory paths.

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