Client Service Associate

Client Service Associate

McCrossan & Associates is seeking a Client Service Associate to join our growing team. This role is essential to delivering a high-quality client experience while supporting the advisors with the day-to-day operational needs of the practice.

The Client Service Associate will work closely with the advisory team to manage client service requests, coordinate meeting preparation, and ensure all operational and administrative tasks are handled efficiently. This position is ideal for someone who enjoys working in a fast-paced, client-focused environment and is interested in building a long-term career in the financial services industry.

Key Responsibilities

• Serve as a primary point of contact for client inquiries, responding via phone, email, and in person
• Prepare client meeting agendas, documents, and follow-up summaries
• Maintain and update the Client Relationship Management (CRM) system
• Coordinate scheduling and confirm client appointments
• Assist with account openings, transfers, and service-related transactions
• Process check deposits, incoming mail, and required paperwork
• Track outstanding items such as planning documents, tax forms, and required signatures
• Support advisors during client meetings and document follow-up action items
• Ensure client files are organized and maintained in compliance with regulatory standards
• Assist with estate settlement processing and related applications
• Provide general operational and administrative support to the advisory team

Ideal Candidate

The ideal candidate brings a strong client service mindset, attention to detail, and an interest in growing within the financial services industry.

Qualifications include:

• 13 years of experience in a client service or administrative support role (financial services experience preferred)
• Associate's or Bachelor's degree preferred, but not required
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Professional, proactive, and team-oriented mindset
• Comfort working with confidential client information and regulatory processes
• Ability to deliver a high level of client service and maintain professional client relationships

Career Growth Opportunity

This position offers an opportunity to build a career within the financial services industry. We are interested in candidates who may have an interest in continuing to develop within the profession, potentially pursuing industry licensing and growing into more advanced roles such as paraplanner or financial advisor support positions over time.

Compensation & Benefits

• Salary: $52,000 $60,000 annually (exempt)
• Quarterly bonus potential
• Health, dental, and vision insurance (eligible after 60 days)
• 401(k) with employer match after one year
• Two weeks of vacation during the first year, plus holidays
• MondayFriday schedule

Location

This is a full-time, in-office role based in Mesa, AZ (85210).

Equal Opportunity Employer

McCrossan & Associates is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.