Client Care Specialist - Financial Planning & Retiree Support
PrideStaff
PrideStaff is seeking a Customer Care Representative in Scottsdale, AZ, to manage financial portfolios and assist clients through significant life transitions. The ideal candidate has over 3 years of experience in financial services, holds a life & health insurance license, and possesses excellent organizational skills. Responsibilities include client interactions, family legacy meetings, and providing a personalized experience for new clients. A CFP or RICP designation is preferred, and knowledge of the Scottsdale/Phoenix retiree community is advantageous. #J-18808-Ljbffr
Vacancy posted 4 days ago
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