Client Services Specialist
Location: Scottsdale, AZ
Job Type: Direct Hire
Company: TRC Talent Solutions
Salary: $45,000 - $55,000 Per Year
Category: Financial Services
Job Description Apply Now
As a Client Services Specialist, you will play a crucial role within a leading wealth management organization. This position offers you the opportunity to work in a dynamic environment supporting independent financial advisors and internal teams. The Client Services Specialist is responsible for processing client account documentation and service requests, ensuring efficient advisor transitions, smooth account onboarding, and diligent account maintenance. Your contributions will help support day-to-day brokerage operations as part of a fast-growing and respected firm.
The Client Services Specialist position is ideal for individuals who thrive in a fast-paced setting and are dedicated to providing exceptional client service. You will be instrumental in ensuring clients’ needs are met promptly, accurately, and professionally. As part of your responsibilities, you will navigate a variety of brokerage systems and coordinate with both internal and external partners to deliver seamless account management solutions.
Joining our team means becoming an integral part of a culture that values professional development and career growth. You'll have access to ongoing training and resources to help you expand your skills and advance your career in the wealth management sector. Our organization is also dedicated to fostering an inclusive workplace, where all employees are valued and supported.
Client Services Specialist - Summary- Support independent financial advisors and internal teams by managing client account documentation and service requests.
- Facilitate advisor transitions, account onboarding, and account maintenance activities.
- Contribute to day-to-day brokerage operations within a highly regarded wealth management firm.
- Work as part of a team recognized for delivering high-quality client service and operational excellence.
- Engage in a role that fosters professional growth and skill development.
- Prepare and process paperwork for account opening, maintenance, representative changes, and advisor transitions.
- Deliver high-quality service and support to independent financial advisors.
- Review and follow up on both brokerage and non-brokerage account requests to ensure accuracy and compliance.
- Serve as a subject matter resource within the brokerage operations team, providing insight and expertise as needed.
- Coordinate with clearing firms and update workflow systems to reflect current statuses and actions.
- Handle inbound and outbound calls, accurately documenting all activities in the appropriate systems.
- Provide cross-training and backup support to colleagues during periods of high volume, contributing to team success.
- Competitive benefits package offered by a leading wealth management firm.
- Opportunities for long-term career advancement and professional growth.
- Supportive work culture with a focus on work-life balance.
- Access to resources for skill development and training.
- 2–3 years of experience in a related field, with a preference for financial services experience.
- Proficiency with Microsoft Office Suite, including Excel, Word, Outlook, and Teams.
- Ability to learn and navigate brokerage systems such as NetX360, Wealthscape, Salesforce, FEI, and eQuipt.
- Exceptional attention to detail, organizational, and time management skills.
- Bachelor’s degree preferred; high school diploma or GED required.
- Demonstrates a high level of professionalism and commitment to client service.
- Comfortable managing multiple tasks and prioritizing workload in a fast-paced environment.
- Strong communicator, both verbally and in writing, with the ability to interact effectively with advisors and team members.
- Possesses a proactive approach to problem-solving and continuous process improvement.
- Adaptable and eager to learn new systems and procedures as the organization evolves.
- This role is part of a direct-hire opportunity with one of the largest and fastest-growing wealth management organizations in the United States.
- Hybrid work schedule offers flexibility while maintaining strong team collaboration.
- Based in Scottsdale, AZ, providing the benefit of working in a thriving financial services hub.
- Our client is committed to fostering a diverse and inclusive work environment.
- To apply, please click the job application button and take the next step in your career journey.
Equal Opportunity Employer Statement: TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.