Wealth Client Associate — Finance & Client Services

A leading global wealth manager in Phoenix, AZ is seeking a Registered Client Associate to maintain client management systems and educate clients on account services. Ideal candidates will have at least 2 years in client service, Series 7 and 66 licenses, and strong communication skills. You will play a vital role in preparing reports, collecting documentation, and organizing team activities, contributing to a supportive and inclusive workplace. #J-18808-Ljbffr