Client Services & Administrative Associate

Posted yesterday

powertoflyScottsdale (AZ)

Financial Clerks, All OtherPortfolio Management and Investment Advice

SENIORITY

Junior

About the role

A financial services firm in Scottsdale is seeking a Client Support Specialist to enhance client relationships and provide administrative support. Key responsibilities include onboarding clients, answering inquiries, managing schedules, and participating in training initiatives. Ideal candidates will possess a high school diploma, relevant experience, and licenses like Series 7 and 66. Strong organizational and communication skills are crucial for success in this fast-paced environment, making this role a vital part of our client service model.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.