The Client Service Associate will provide day-to-day administrative and client support to the advisory team while helping ensure a seamless and professional client experience. Candidates should have 2+ years of experience in financial services, wealth management, or a related professional environment, along with strong organization, communication, attention to detail, and follow-through. No securities licenses are required for this position.
2+ years of experience in a financial services, wealth management, broker-dealer, RIA, or professional office environment.
Provides day-to-day administrative and client service support to financial advisors and clients.
Strong attention to detail with the ability to manage client requests, paperwork, scheduling, account maintenance, and follow-up.
Excellent communication, organization, and time-management skills.
Comfortable working in a fast-paced, team-oriented environment while managing multiple priorities.
Strong commitment to delivering a professional, responsive, and high-quality client experience.
Experience with CRM systems, Microsoft Office, and/or wealth management technology preferred.
No securities licenses required for this position; willingness to obtain licenses in the future is a plus.
To apply, send your resume to, china@keyconsultingaz.com or emma@keyconsultingaz.com