Client Service Associate: Advisor Support & Wealth Tech

A financial services firm in Tempe, Arizona is seeking a Client Service Associate to join their Concierge team. This role is key to providing exceptional service to advisors and clients, requiring strong judgment and a solutions-first mindset. Candidates must have at least 2 years of experience in client service and be capable of building trust in a fast-paced environment. SIE and Series 7 licensing is required, making this an excellent opportunity for career growth in a supportive atmosphere.
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