Client Service Associate

Diversify • Phoenix, AZ

4d • Onsite

About The Position

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be providing outstanding support for our advisors and act as a point of contact for their clients, ensuring a seamless client experience while bolstering the client relationship. If you have a strong background in administrative tasks, a passion for client care, and the ability to thrive with competing priorities, we would love to hear from you. This is a full-time, in-office role in Phoenix.

Requirements

• 2+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry.
• Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Collaborative mindset with a commitment to contributing to team success
• Strong computer and technical skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
• The ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
• Detail-oriented with an ownership mentality towards the quality of your work.
• Self-starter with excellent organizational skills and the ability to multitask effectively.

Nice To Haves

• Bachelor’s degree in finance, business, or a related field is preferred but not required.

Responsibilities

• Serve as the main point of contact for advisors and their clients, addressing their inquiries and providing timely and accurate information.
• Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests.
• Identify and resolve client issues or concerns with a focus on delivering effective solutions and maintaining client satisfaction.
• Work closely with financial advisors and other team members to support client needs and ensure consistent service delivery.
• Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
• Generate and review reports related to client accounts and activities as needed.
• Follow confidentiality and firm cyber security protocols at all times.

Benefits

• Core Benefits - Medical with HSA and FSA options, dental, and vision.
• Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
• Great Team Culture - Team members consistently rave about having great colleagues.
• Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.
• Getaway Bonus – we offer an opportunity to be paid a bonus for taking a vacation!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level