Client Service Specialist
Fwainvest
Key Wealth Management is seeking a Registered Client Associate to support financial advisors and staff at the Scottsdale, AZ office. You will handle client inquiries, account information, meeting scheduling, and data entry for financial plans, leveraging CRM systems and Microsoft Office tools. Ideal candidates have strong administration, attention to detail, and the ability to follow procedures. Industry experience and relevant licenses (SIE, Series 7, 63) are preferred. #J-18808-Ljbffr
Vacancy posted 1 day ago
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