Client Experience Specialist - Financial Services
Posted yesterday
mariner advisor networkScottsdale (AZ)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice
SENIORITY
Junior
About the role
A financial advisory firm in Scottsdale, AZ, is looking for a Client Service Associate. This full-time position requires two years of client service experience and involves managing the client lifecycle, preparing paperwork, and maintaining records. The ideal candidate is detail-oriented and possesses strong communication skills. This role supports client interactions and requires proficiency in MS Office and CRM systems. Company support for obtaining necessary licenses is provided.
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.
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