Insight Global is currently partnering with an investment advisory firm with an office in Phoenix, AZ who is seeking a Client Services Associate to join their team. This Associate will support multiple Financial Advisors to support their clients and overall provide a great experience throughout their partnership with our client. The salary for this position is $60K-70K with additional compensation incentives.
Core Functions:
Provide daily support to Advisors and their client base (wire requests, new account openings, personal information changes, etc.)
Handle all inbound and outbound non-investment-related client requests
Initiate proactive client outreach to build strong relationships
Own new client onboarding workflow in Salesforce and Black Diamond
Maintain proper record keeping of client data in Salesforce
Manage all appointment scheduling for prospects and clients
Support Advisors in the prospect follow up process
Participate in Operations special projects, as needed
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
https://insightglobal.com/workforce-privacy-policy/ .
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.