Client Service Associate (scottsdale, Az)

Willenborg Wealth Management

Scottsdale, AZ, US
**
High volume client interaction
Financial transaction processing
Crm software proficiency
** Willenborg Wealth Management is seeking a motivated Client Service Associate to provide essential administrative support to Financial Advisors and clients in Scottsdale, AZ. The ideal candidate should be detail-oriented, possess strong communication skills, and be able to manage multiple tasks in a fast-paced environment. **

Matching Summary

Match Score: 75

** Willenborg Wealth Management is seeking a motivated Client Service Associate to provide essential administrative support to Financial Advisors and clients in Scottsdale, AZ. The ideal candidate should be detail-oriented, possess strong communication skills, and be able to manage multiple tasks in a fast-paced environment. **

Skills & Requirements

Must-have

  • High volume client interaction
  • Financial transaction processing
  • CRM software proficiency
  • Excel spreadsheet development
  • Accurate documentation handling

Nice-to-have

  • Creative problem solving skills
  • Fast-paced environment adaptability
  • Proactive follow-up initiative
  • Effective multi-platform communication
  • Team collaboration mindset

Key Requirements

  • High School Diploma or equivalent
  • 1+ year securities industry experience preferred
  • Knowledge of investment concepts and regulations

Work Rights

Not specified

Tailored Resume

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