Client Service Associate (scottsdale, Az)

Chartwell Investment Partners

Scottsdale, AZ, US
High volume client interaction handling
Financial transaction processing skills
Crm software proficiency required
This role provides high-quality administrative support to Financial Advisors and their clients within a fast-paced environment

Job Summary

  • This role provides high-quality administrative support to Financial Advisors and their clients within a fast-paced environment.
  • The ideal candidate will process financial transactions, open new accounts, and maintain accurate documentation using CRM software.
  • Raymond James values associates who grow professionally, collaborate effectively, and act with integrity to deliver results that matter.

Matching Summary

This role provides high-quality administrative support to Financial Advisors and their clients within a fast-paced environment.

Skills & Requirements

Must-have

  • High volume client interaction handling
  • Financial transaction processing skills
  • CRM software proficiency required
  • Excel spreadsheet development ability
  • Multi-platform communication skills

Nice-to-have

  • Creative problem solving abilities
  • Fast-paced environment adaptability
  • Proactive follow-up initiative
  • Team collaboration mindset
  • Detail-oriented work style

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

Cover Letter