Experienced Client Service Associate wanted for Wealth Management Firm in Phoenix, Arizona. As a Client Service Associate, you will be a cornerstone of our client interactions, responsible for performing a variety of service transactions and client engagement, including for example preparing for client meetings and handling follow-up projects, processing account applications, handling asset movement including transfers, journals, ACATs, ACHs, and wires, and managing client correspondence. You will play a critical role in supporting our financial advisors and ensuring a seamless client experience. Your resourcefulness, efficiency, and detail-oriented skills will be valuable assets. If a small office with a family-feel is what you are looking for, this could be the job for you.

What you will do:

• Support our Financial Advisors.
• Perform daily administrative duties.
• Prepare and maintain client files and profiles.
• Proactively perform surveillance of client accounts.
• Manage client review and meeting preparation.
• Review notes from all client meetings, gather data and prepare forms, illustrations, quotes and any additional reports needed for meetings.
• Supervise alternative investments and annuity implementation and maintenance.
• Review advisor alerts.
• Prepare insurance quotes, applications, underwriting and insurance reviews.
• Communicate with target audience and manage client relations.
• Perform RMD calculations, facilitate distributions on behalf of clients, and provide thorough documentation of work performed.
• Review and manage notifications.
• Process data and capture and maintain current information in our client tracking systems.
• Participate in Special Projects as they arise.

What you bring:

• At least two years’ experience in financial services and with broker/dealer operations.
• Strong ability to be detail-oriented and highly organized.
• Excellent PC skills, including Microsoft Word, Excel and Outlook.
• Ability to interact effectively with co-workers, clients and team management.
• Be a team player.
• Strong analytical skills.
• Excellent oral and written communication skills.
• Reliability and dependability

What to send our way:

• Resume with References
• Should we set up an interview, we will require completion of our application prior to the interview.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Client Services: 3 years (Required)

Work Location: In person