Senior Client Services Representative - Financial Services

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Located in Scottsdale, AZ

Salary: $60,000/year

Senior Client Services Representative – Financial Services

Salary: $60,000/year
Employment Type: Direct Hire

We are seeking an experienced Senior Client Services Representative to support financial advisors and their clients with day-to-day account servicing and operational needs. This is an excellent opportunity for someone with a strong background in RIA, broker-dealer, custodian, or wealth management operations who enjoys problem-solving and providing high-level service.

What You'll Do

• Provide responsive, professional support to financial advisors and clients
• Process new account applications and account maintenance requests
• Handle money movement, distributions, transfers, rollovers, and ACATs
• Review paperwork and resolve NIGO (Not in Good Order) items
• Research and resolve account-related questions and operational issues
• Communicate with advisors regarding account status, required documentation, and next steps
• Navigate custodian and broker-dealer platforms to process and track requests
• Maintain accurate client and account information within internal systems
• Provide consistent follow-through to ensure requests are completed accurately and on time

What We're Looking For

• 3+ years of financial services experience, ideally within an RIA, custodian, broker-dealer, or wealth management environment
• Hands-on experience with account processing, transfers, money movement, and NIGO resolution
• Experience with major custodians or broker-dealers such as Charles Schwab, Fidelity, LPL Financial, Morgan Stanley, Edward Jones, Raymond James, Merrill Lynch, Vanguard, JPMorgan Chase, Wells Fargo, or Pershing is highly desirable
• Familiarity with industry technology such as Salesforce, Orion, and Slack is a plus
• Strong written and verbal communication skills
• Professional phone presence and a client/advisor service mindset
• Excellent attention to detail, organization, and follow-through
• Ability to manage multiple requests and priorities in a fast-paced environment

Why Join?

This is an opportunity to join a growing, fast-paced financial services organization supporting successful financial advisors across the country. You'll work with modern technology and industry platforms while building deeper expertise in RIA and wealth management operations.

Compensation: $60,000 annually

If you have a strong financial services operations background and enjoy being the person advisors can rely on to get things done, we'd love to hear from you.

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