Client Service Specialist
Posted yesterday
fwainvestScottsdale (AZ)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice
SENIORITY
Junior
About the role
Key Wealth Management is seeking a Registered Client Associate to support financial advisors and staff at the Scottsdale, AZ office. You will handle client inquiries, account information, meeting scheduling, and data entry for financial plans, leveraging CRM systems and Microsoft Office tools. Ideal candidates have strong administration, attention to detail, and the ability to follow procedures. Industry experience and relevant licenses (SIE, Series 7, 63) are preferred. #J-18808-Ljbffr
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