Client Services Associate

Crewe Advisors • Scottsdale, AZ

9d • Onsite

About The Position

We are seeking an organized, proactive, detail-oriented, and highly professional Client Services Associate to support two Wealth Advisors in our Scottsdale, AZ office. Candidates should be motivated to create the best client-facing experience in our industry. This role will work with a team to support 3 Wealth Advisors.

Requirements

• Strong organizational skills and attention to detail.
• Proactive time management skills.
• Excellent written and verbal communication skills.
• Adhere to all compliance/risk procedures and follow corporate and industry protocols.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to thrive in a collaborative team environment.

Nice To Haves

• 2+ years financial industry experience and/or bachelor's degree in relevant field.
• Series 65 License (or equivalent).
• Experience with CRM software and data management.
• Experience with processes and procedures at Charles Schwab and/or Fidelity (Wealthscape) advisor portals.

Responsibilities

• Provide white-glove customer service to clients on accounts and other various needs.
• Complete tasks & paperwork for several processes including client onboarding, private fund entry, and account management.
• Support advisors by helping prepare for and completing follow-up tasks from client meetings including preparation of financial plans, balance sheets and net worth statements, performance reports, portfolio proposals, and various presentations for client meetings.
• Assist advisors with the organization and analysis of client information, periodic reporting, preparation of financial plans and responses to client questions.
• Understand and adhere to internal compliance and external requirements necessary for clients.
• Schedule meetings & travel for advisors across multiple time zones.
• Assist with coordination for wealth planning items tax planning and tax return review tasks.
• Any additional tasks as they come up or as the business evolves to support the team.

Benefits

• We offer competitive pay and a fantastic opportunity for learning and growth.
• Full-time employees receive medical, dental, and vision coverage, with a generous contribution towards medical costs.
• Basic life and AD&D insurance are provided by Crewe Advisors.
• We also offer a 401(k) plan with company match after 6 months of employment.
• Enjoy flexible paid time off and 10 paid holidays!

What This Job Offers

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