Financial Client Services Associate
711 MS Smith Barney, LLC
Morgan Stanley is seeking a Client Support professional to back a FA/PWA/team, cultivate client relationships, and handle clerical account duties. You will assist with money movements, educate clients on digital tools, and help onboard new accounts while maintaining accuracy and compliance. The role emphasizes strong communication, attention to detail, and the ability to operate in a fast-paced financial services environment. Training opportunities are available. #J-18808-Ljbffr 711 MS Smith Barney, LLC
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Financial Client Services Associate in Scottsdale, AZ vacancy
- Raymond James Financial, Inc. in Scottsdale, AZ is seeking a Registered Client Service Associate to support financial advisors by delivering high-touch service to prospective and existing clients. The role requires effective multi-channel communication, accuracy in account...Suggested
$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...SuggestedDaily paidFull timeWork at officeImmediate startRemote workHome officeShift work3 days per weekPURE Insurance
Scottsdale, AZ3 days ago- ...Job Description Job Description Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a motivated and enthusiastic Client...SuggestedFull timePart time
IV Nutrition
Scottsdale, AZ15 days ago - ...DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and... ...industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities,...SuggestedWork at officeLocal area
PowerToFly
Scottsdale, AZ1 day ago - ...** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join...SuggestedWork experience placementWork at office
Raymond James Financial Services
Scottsdale, AZ1 day ago - ...Job Title Registered Client Service Associate (Series 7 required) – Scottsdale, AZ Overview A Scottsdale-based investment firm seeks a Registered Client Service Associate to support two Senior Financial Advisors, assisting with day-to-day operational support for their...Full time
Masis Professional Group
Scottsdale, AZ4 days ago - ...Mariner Advisor Network is recruiting for a Client Service Associate to join One2One Wealth Strategies in Scottsdale, AZ. *** Mariner Advisor... ...since 2003, One2One Wealth Strategies LLC has been an LPL Financial Center since 2023. They are an experienced group of financial...Full timeFixed term contractMonday to Friday
Mariner Advisor Network
Scottsdale, AZ3 days ago - ...Client Service Associate/Analyst The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and... ...position offers the opportunity to develop core knowledge of financial products, planning concepts, and client service practices...Work at officeLocal area
$85k - $145k
...helping families amplify and simplify their financial lives by integrating financial planning,... ...fiduciary legally bound to act in our clients' best interests — always.* Mercer... ...combination of metrics – including size, growth, service quality, technology, succession planning...Temporary workWork at officeLocal areaMonday to FridayFlexible hoursMercer Advisors
Scottsdale, AZ4 days ago- A financial services firm in Scottsdale, AZ is looking for a Registered Client Service Associate to assist Senior Financial Advisors. The role involves managing client onboarding, providing day-to-day operational support to high-net-worth clients, and participating in...
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area
- Raymond James is seeking a Registered Client Associate in Scottsdale, AZ to work onsite with our... ...management team. You will assist financial advisors, handle client inquiries, and... ...organizational skills to provide high-level client service. #J-18808-Ljbffr Raymond James
- 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 financial services firm in Scottsdale is seeking a Client Support Specialist to enhance client relationships and provide administrative support. Key responsibilities include onboarding clients, answering inquiries, managing schedules, and participating in training initiatives...
- ...Application Deadline: 09/04/2026 BOK Financial Corporation Group includes... ...relationship managers and clients in the closing of the... ...Relationship Specialists, Credit Services, and attorneys to remediate identified... ...through completion of an Associate’s Degree and 4 years’...Work at office
BOK Financial
Scottsdale, AZmore than 2 months ago - ...within the Concierge team in Scottsdale to deliver personalized financial guidance and portfolio planning. You will engage participants... ..., and strong communication skills. A hybrid work setup supports collaboration and client service excellence. #J-18808-Ljbffr Vanguard
- ...seeking a Relationship Banker I to serve as a teller and customer service advocate. This role emphasizes building banking knowledge and... ...functions, and assisting with onboarding of Banking Services Associates. Benefits include medical, dental, vision, and life insurance...
- Bank of America in Scottsdale is seeking a client service associate to engage lobby clients and assist with self-service transactions through... ...relationships, and guide clients to solutions that meet their financial goals while complying with laws and internal policies. The...Work at officeWeekend work
- Charles Schwab in Scottsdale is seeking a Regular position in our Service team. You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices while answering inbound calls and guiding clients to the best solutions...
- ...Cervone Law P.C. in Scottsdale, AZ seeks a Family Law Associate Attorney to handle divorce, legal decision-making, parenting time, and related matters with strategic advocacy and client service. This full-time, on-site role requires an active Arizona license, 2–5 years...Full time
Cervone Law P.C.
Paradise Valley, AZ15 hours ago - ...work in a fast-paced environment? Join IMG Service as a Specialist supporting Vanguard’s... ...work, building strong relationships with clients and critical business partners, and... ...QualificationsMinimum of three years of experience in the Financial Services industry or related experience...Full time
- ...contributions make a meaningful impact on our clients and communities. We are seeking an... ...relationships, structuring sound financial solutions, and driving commercial growth... ...International Bank and Trust is a family-owned full-service Community Bank with locations in ND, MN,...Full timeLocal area
First International Bank & Trust
Scottsdale, AZ1 day ago - ...Commerce Bank, delivers exceptional service in banking, trust, and... ...investments, fostering long-lasting client relationships. We provide a... ...spirit, where associates are empowered to contribute and... ...guidelines. Participates in the financial planning process. Effectively...Full time
- ...Wealth Management Client Associate Scottsdale, Arizona To proceed with your application,... ...management and investment products and services for individuals, companies, and institutions... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Scottsdale, AZ4 days ago - ...comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Scottsdale, AZ1 day ago - ...culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate or Registered Client Associate, become a trusted resource... ...communication, people, organizational, and client service skills Attention to detail coupled with a mindset...Full timeFlexible hours
RBC
Scottsdale, AZ2 days ago - ...Clerical. We have offices in the US, Canada, Mexico, and India in which we can provide support to our clients. Responsibilities: Provides exceptional client service through strong interpersonal and client relationship management (CRM) skills. Serves as the...Temporary workWork experience placementShift workDay shift
IMCS Group
Scottsdale, AZa month ago $20 - $21 per hour
...recommending and selling products and services. Personal Bankers use their... ...to identify needs and offer financial solutions to help customers... ...conversations that deepen client relationships while meeting... ...varied benefits to eligible associates, such as Paid Time Off; a 401...Local areaFlexible hoursAfternoon shiftUMB Bank
Scottsdale, AZ4 days ago- This position will support the Private Bankers and clients within the Private Banking group. Responsibilities Reviewing, researching... ...concerns, and maintenance while providing high quality client service and support. Managing the credit card process from start to finish...
- ...this commitment to the community to our associates, offering annual paid volunteer time... ...mission to guide people to a lifetime of financial success, and enjoy a career filled... ...Provides prompt, efficient, and friendly services to clients. Performs a variety of tasks such as...Bank staffWork at officeLocal area
Enterprise Financial Services Corp
Scottsdale, AZ5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Client Services Associate. Be the first to apply!
Related searches
- financial advisor training program Scottsdale, AZ
- financial planning assistant Scottsdale, AZ
- estate planning consultant Scottsdale, AZ
- associate leveraged finance Scottsdale, AZ
- financial advisor development program Scottsdale, AZ
- wealth advisor Scottsdale, AZ
- financial planner cfp Scottsdale, AZ
- financial consultant Scottsdale, AZ
- financial counselor Scottsdale, AZ
- senior financial advisor Scottsdale, AZ