The Senior Licensed CSA will provide high-level client service and operational support directly within an advisor’s office. The ideal candidate brings 5+ years of experience working directly in an advisor, RIA, broker-dealer, or wealth management practice, with strong knowledge of account administration, client requests, transfers, and day-to-day advisor support. Series 7 and 63 are required!
5+ years of experience working directly within a financial advisor’s office, wealth management practice, broker-dealer, or RIA environment.
Proven experience providing high-level client service and day-to-day operational support to financial advisors and their clients.
Strong understanding of account opening, transfers, money movement, client requests, paperwork, and general wealth management operations.
Series 7 and Series 63 preferred, or willingness to obtain required licenses within 90 days of employment.
Exceptional attention to detail, organization, communication, and follow-through.
Ability to manage multiple priorities while maintaining a high-touch, professional client experience.
Comfortable working closely with advisors and serving as a trusted point of contact for clients.
Experience with CRM systems, custodial platforms, financial planning software, and other wealth management technology preferred.
To apply, send your resume to, china@keyconsultingaz.com or emma@keyconsultingaz.com