Client Service Associate: Advisor Support & Wealth Tech

A financial services firm in Tempe, Arizona is seeking a dedicated Client Service Associate to provide proactive support to advisors and clients. This role demands over 2 years of relevant experience, strong communication skills, and the ability to navigate complex scenarios. Candidates must possess or obtain SIE and Series 7 licenses. This position offers opportunities for development and participation in a supportive culture committed to professional excellence.
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