Client Services Associate/Executive Assistant
Compensation
$65k – $85k /yr
Employment type
Full-time
Work setting
On-site
Location
Phoenix, AZ
Schedule
Day shift
Posted
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Job overview
The Client Services Associate/Executive Assistant is an onsite role based in Phoenix, AZ, with a salary range of $65,000 to $85,000 per year. This role supports financial advisors by managing client requests and administrative tasks. This role exists to enhance client service efficiency by coordinating financial transactions and preparing deliverables. The associate contributes to the team by ensuring accurate data collection and providing high-level administrative support in a fast-paced financial environment.
What you'll do
- Manage client wires and deposits, assist with account openings, analyze financial reports, and provide administrative support to financial advisors.
What we're looking for
- Skills & competencies
- full-timeday shiftphoenix aztier4 groupfinanceadministrativeclient servicesonsite$65k-$85kbachelor's degree required
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive salary, professional growth opportunities
Why this role
Permanent role, opportunity to grow in the finance space.
About the employer
TIER4 GROUP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-6011.00
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Listing ID: 80dea021-1239-400a-8f90-20e29052227f