Wealth Management Client Associate - Client Service Lead
Raymond James
Raymond James is seeking a Registered Client Associate in Scottsdale, AZ to work onsite with our wealth management team. You will assist financial advisors, handle client inquiries, and manage accounts and data in CRM and planning software. The ideal candidate has 3+ years of industry experience, licenses (SIE, Series 7, 63 or equivalent), and strong communication and organizational skills to provide high-level client service. #J-18808-Ljbffr Raymond James
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate - Client Service Lead in Scottsdale, AZ vacancy
- U.S. Bank in Scottsdale, Arizona is seeking a Client Services Team Leader for its Private Wealth Management division. This role involves leadership of the support staff, acting as the primary contact for banking clients and overseeing day-to-day operations. The ideal candidate...Suggested
- ...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...and Wealth Management Client Associates help clients pursue the...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Scottsdale, AZ2 days ago - ...Wealth Management Client Associate Scottsdale, Arizona To proceed with your application, you must be... ...: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Scottsdale, AZ3 days ago - RBC Wealth Management is seeking a Client Associate or Registered Client Associate to support financial advisors and clients from the Scottsdale branch. You will handle client inquiries, maintain account records, and ensure compliance while collaborating with advisors to...Suggested
- RBC Wealth Management in Scottsdale seeks a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage onboarding, account documentation, transfers, and ongoing servicing in a fast-paced, compliant environment. The role emphasizes...SuggestedFlexible hours
$75.82k - $89.2k
...excel at—all from Day One.Job DescriptionThe Private Wealth Management (PWM) Client Services Team Leader is responsible for leadership of the support... ...Investment clients, and U.S. Bank. Manages teams of associates that handle day-to-day client calls and transactions and...Full timeWork experience placementLocal area$75.82k - $89.2k
...excel at—all from Day One. Job Description The Private Wealth Management (PWM) Client Services Team Leader is responsible for leadership of the... ...or Investment clients, and U.S. Bank. Manages teams of associates that handle day-to-day client calls and transactions and...Temporary workWork experience placementLocal area- ...What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate or Registered Client Associate,... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours
RBC
Scottsdale, AZ1 day ago - ...team is driven by a personal approach to wealth management for each client. As our team grows, we are seeking a Registered Client Associate who shares our long-term vision and... ...concerns.* Provide a high level of customer service in a calm, professional manner.* Use mathematics...For contractorsWork experience placementWork at office
Fwainvest
Scottsdale, AZ51 minutes ago - ...Job Description What is the opportunity? As a Senior Client Associate (SCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace our core values and inclusive culture, becoming a trusted resource to clients, advisors, and the branch team. In these...Full timeWork at officeFlexible hours
- ...Our team is driven by a personal approach to wealth management for each client. We are seeking a Registered Client Associate who shares our long‑term vision and values.... ...errors or concerns. Provide high level customer service in a calm, professional manner. Use...Work at office
- ...What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours
- ...Registered Client Service Associate Registered Client Service Associates provide... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...trusted relationships. Leading with a client first mindset... ...other duties directed by local management Administrative Support...Work at officeLocal area
Morgan Stanley
Scottsdale, AZ1 day ago - Vanguard Workforce Continuity Associates support day-to-day operational needs within Personal Wealth, delivering best-in-class customer service to internal clients. You will drive operational excellence... ...to business partners, manage helm coverage, troubleshoot routing...
- ...Client Service Associate/Analyst The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and their clients, ensuring seamless delivery of wealth management services. This entry-level position offers the opportunity to develop...Work at officeLocal area
- Mariner Advisor Network is recruiting for a Client Service Associate to join One2One Wealth Strategies in Scottsdale, AZ. *** Mariner Advisor Network serves... ...exceptional client service, supporting advisors, and managing day-to-day office operations. This position oversees...Full timeFixed term contractMonday to Friday
- Vanguard in Scottsdale, AZ, seeks a Fraud Client Services Manager to lead a client-facing fraud prevention team focused on stopping high-risk activity before it occurs. You will drive operational performance, partner with cross-functional teams, ensure timely processing...
- ...Customer Support Representative. This role is vital for engaging with clients, managing inquiries, and organizing studio information effectively. Ideal candidates will possess strong customer service skills and be proficient in MS Office. The studio offers benefits including...
$132.5k - $338.3k
...accelerates growth and value for our clients through sustained customer... ...within Financial Services Industries (Banking, Capital... ...commerce, Customer Relationship Management, cross/up sell, branch optimization... ...building, leading, or advising high performing...Full timeWork experience placementLive inWork at officeLocal area- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in Scottsdale, AZ. The role focuses on building trusted client relationships, handling administrative tasks, and educating clients on digital tools....
- A leading wealth management firm is seeking a Relationship Manager & Servicing Advisor to manage client relationships and offer comprehensive financial planning services. The role involves being the primary contact for affluent households, delivering tailored financial...Remote job
- ...days in office and 2 days remote) Reporting to the Client Support Services Manager, the Client Support Services Coordinator (Entry-Level) supports... ...to learn CMS internet engines. Preferred: Associate’s degree or coursework in healthcare, social services, or...Temporary workWork at officeRemote workMonday to FridayShift work
Community Medical Services
Scottsdale, AZ12 days ago - Community Medical Services in Arizona is seeking an entry-level Client Support Services Coordinator to assist clients, manage documentation, and coordinate routine service needs. It is a hybrid role with 3 days in the office and 2 days remote, reporting to the Client Support...Work at officeRemote work
$50k
...daysJob DescriptionDelivering exceptional service is the priority by:Quickly respond to... ...by setting you up for success! Services Associates take part in a comprehensive paid onboarding... ...regularly scheduled 1X1's with their manager. That's because feedback is a gift, and...Full timeWork at officeImmediate startRemote workHome officeShift work3 days per weekPURE Insurance
Scottsdale, AZ1 day ago- ...their prospective and existing clients and other branch staff team... ...as the ability to organize, manage, and track multiple, detailed... ...history and recognition for service and excellence in the Financial... ...dynamic Registered Client Service Associate who is a motivated, detail...Work experience placementWork at office
Raymond James
Scottsdale, AZ3 days ago $50k
...Scottsdale Start Date: 09/28/2026 Time Type: Full‑Time; Hybrid (In‑Office 3 days/Remote 2 days) Responsibilities Deliver exceptional service by quickly responding to broker inquiries via phone or email, making it easy for them to work with us. Provide support for billing...Daily paidFull timeWork at officeImmediate startRemote workHome officeShift work3 days per weekPURE Insurance
Scottsdale, AZ2 days ago- ...Job Title Registered Client Service Associate (Series 7 required) – Scottsdale, AZ Overview A Scottsdale-based investment firm seeks a Registered... ...required. Strong communication skills and ability to manage multiple client requests efficiently. Benefits Competitive...Full time
Masis Professional Group
Scottsdale, AZ3 days ago - ...years of rich history and recognition for service and excellence in the Financial... ...James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ..., as well as the ability to organize, manage, and track multiple, detailed tasks and...Work experience placementWork at office
Raymond James
Scottsdale, AZ3 days ago - ...Investments is a growing asset management firm. We are seeking a seasoned, client-centric operations... ...team and our client service/relationship management... ...portfolios, multi-generational wealth, concentrated positions,... ...handling of requests. Lead and coordinate complex...Full timeWork at office
Laffer Tengler Investments
Scottsdale, AZ2 days ago - ...HVAC Service Coordinator We are seeking a highly organized and... ...school diploma or equivalent; associate's degree or technical certification... ...skills with the ability to manage multiple tasks and projects... ...with internal teams, clients, and vendors. Proficient in...
Larson Air Conditioning
Scottsdale, AZ2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate - Client Service Lead. Be the first to apply!
Related searches
- client services associate Scottsdale, AZ
- client relationship associate Scottsdale, AZ
- registered client associate Scottsdale, AZ
- service lead Scottsdale, AZ
- service team leader Scottsdale, AZ
- food service coordinator Scottsdale, AZ
- service coordinator Scottsdale, AZ
- early intervention service coordinator Scottsdale, AZ
- family service coordinator Scottsdale, AZ
- focus workforce management Scottsdale, AZ