Client Services Associate 4929

Now Hiring: CSA/Executive Assistant | $65K - $85K | ArizonaAre you a highly detail-oriented finance professional looking to take the next step in your career? Or an Executive Assistant with a strong financial background eager to expand your skill set?This could be the perfect opportunity for you!This is a permanent role offering $65K - $85K, depending on experience, and requires candidates to be located in Arizona.What You'll Do:Manage and coordinate client requests, including wires, deposits, and cash movementsAssist with account openings, data collection, and documentationSupport financial advisors by analyzing reports, summarizing data, and preparing client deliverablesProvide administrative and operational support to enhance client service efficiencyHandle multiple requests in a fast-paced, team-oriented environmentWhat We’re Looking For:Bachelor’s Degree requiredStrong attention to detail and organizational skillsAbility to multi-task and prioritize across financial planning, tax, and investment servicesProficiency in Microsoft Office Suite (Excel in a financial context is a plus!)Basic knowledge of financial statements, tax, and investment conceptsExcellent communication and problem-solving skillsIf you're a meticulous financial administrator or an EA ready to grow in the finance space, we’d love to connect with you!Apply today or message me for more details!