Client Service Associate - Phoenix, AZ
2 hours ago
Job description
About Us
Perspective Financial Services is a boutique wealth management firm in Phoenix and a member of the Diversify Advisor Network. As such, we cultivate a small family-like culture with the benefits and support of a big company. Founded in 2003 by seasoned advisors, Perspective delivers highly personalized financial planning advice, implementation and ongoing guidance for families that have placed their trust with us. Learn more about us at
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.
Your Impact:
- Client Relations: Serve as the main point of contact for advisors and their clients, addressing their inquiries and providing timely and accurate information.
- Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests.
- Problem Resolution: Identify and resolve client issues or concerns with a focus on delivering effective solutions and maintaining client satisfaction.
- Coordination: Work closely with financial advisors and other team members to support client needs and ensure consistent service delivery.
- Documentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
- Reporting: Generate and review reports related to client accounts and activities as needed.
- Data Security: Follow confidentiality and firm cyber security protocols at all times.
Who You Are:
- 2+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry.
- Bachelor's degree in finance, business, or a related field is preferred but not required.
- 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
Your Toolkit:
- 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.
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
Join Us Now
If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify Advisor Network is An Equal Opportunity Employer--M/F/D/V
Similar jobs
The Client Service Associate plays a crucial role in providing exceptional support and service to our clients, ensuring their needs are met effectively and efficiently. · This position involves onboarding new clients, managing client inquiries, and maintaining strong relationship ...
1 month ago
We are seeking a motivated and detail-oriented Client Service Associate to join our team in Phoenix. · Serve as a primary point of contact for clients providing timely and professional assistanceManage client inquiries requests and follow-ups with accuracy and discretionMaintain ...
3 weeks ago
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. · As the owner of the service experience, the Client Service Associate Sr also partners closely with the Advisors, Middle Office, or Operations teams for service request ...
3 weeks ago
The Client Service Associate Sr serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and F ...
3 weeks ago
The Enrollment Services Associate ensures timely, accurate, and compliant information to prospective and enrolled students while providing excellent customer service. · ...
1 month ago
+Job summary · We are seeking motivated and enthusiastic Customer Service Associates to join our team and represent one of the nation's leading telecommunications providers, · QualificationsPrevious experience as a Customer Service Associate or Sales Associate preferred. · ...
1 month ago
We're looking for a detail-oriented professional who thrives in a fast-paced environment to join our team as Client Service Associate. · Serve as the first point of contact for high-net-worth clients. · Coordinate with wealth advisors to prepare meeting materials. · ...
3 weeks ago
The Client Service Associate Sr serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services. · Accuracy and Attention ...
3 weeks ago
We supply our stores with gently-used items that have been donated by the community to local nonprofit organizations. · ...
1 month ago
The Enrollment Services Associate is responsible for ensuring all prospective and enrolled students receive timely accurate and compliant information overall excellent customer service. · Promptly schedule and conduct interviews with prospective students providing complete and ac ...
4 weeks ago
We serve as financial guides for a meaningful life. We work with families and individuals to bring clarity, confidence, and purpose to their financial decisions. · As a fee-only fiduciary firm our advice is objective comprehensive. · ...
2 weeks ago
We are made up of people from many different backgrounds, experiences, and perspectives, all with something special to contribute. · ...
1 week ago
We are seeking a motivated and detail-oriented Client Service Associate to join our team in Phoenix. This role is ideal for individuals who enjoy working directly with clients, maintaining organized workflows, and contributing to a professional service environment. · Serve as a p ...
2 weeks ago
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. · ...
3 weeks ago
About Us · Perspective Financial Services is a boutique wealth management firm in Phoenix and a member of the Diversify Advisor Network. As such, we cultivate a small family-like culture with the benefits and support of a big company. Founded in 2003 by seasoned advisors, Perspec ...
12 hours ago
As a Part Time Customer Service Associate, you will be interacting with our customers to provide world-class service to Hertz customers by providing helpful, courteous, and quality assistance. This includes flexing into various customer service roles, including providing attentiv ...
3 days ago
We are seeking a motivated and detail-oriented Client Service Associate to join our Phoenix team. · Strong verbal and written communication skillsExcellent organizational and time-management abilitiesAbility to multitask and prioritize in a fast-paced environmentProfessional deme ...
1 week ago
We are looking for someone who thrives in a welcoming, · customer service-oriented environment with excellent communication skills. · Actively engage with clients · , Confirm appointments · , FOLLOW UP WITH PAST AND POTENTIAL CLIENTS · , Distribute marketing materials · , ...
1 week ago
An individual is needed to assist plan managers in administering retirement plans for clients. The person will work with insurance carriers and participants on transactional tasks such as obtaining policy values, updating processes, and preparing deliverables. · ...
1 week ago
We are seeking a motivated and detail-oriented Client Service Associate to join our team in Phoenix, AZ. · Serve as a primary point of contact for clients, providing timely and professional assistanceMaintain updated client records and documentationCoordinate with internal teams ...
3 weeks ago