Wealth Management Client Services Associate (Onboarding)
Lead Advisor
A wealth management practice based in Scottsdale is seeking a Client Service Associate. The ideal candidate will possess exceptional communication skills, high attention to detail, and a proactive approach to problem-solving. Responsibilities include coordinating client meetings, managing onboarding, and maintaining records in the CRM. Candidates with 2 years of experience in financial services and a Bachelor's degree are preferred. This full-time role requires office attendance 3 days a week. #J-18808-Ljbffr Lead Advisor
Vacancy posted 2 days ago
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