Client Care Representative
Location: Scottsdale, AZ (On-site)
Employment Type: Temporary-to-Permanent after 13 weeks
Compensation : Start at $26.40/hr or $55,000/year with future incentive plan to be further discussed
Position Summary:
As a Client Care Advisor, your primary mission is to ensure our clients feel seen, heard, and protected. While you will manage financial portfolios, your "north star" is the client relationship. You aren’t just managing assets; you are managing the transition into a client’s golden years, providing a steady hand through life’s most significant changes. In our Scottsdale office, you will serve as a dedicated concierge for our families, ensuring that every interaction with our firm is marked by warmth, clarity, and proactive care.
Core Competencies
Empathy , The ability to navigate the emotional complexities of aging, grief, and legacy planning.
Communication , Breaking down complex jargon (like RMDs or sequences of returns) into simple, actionable advice.
Analytical Rigor, Sharp attention to detail when reviewing tax returns and portfolio statements.
Integrity, A relentless commitment to the Fiduciary Standard—putting the client’s interests first, always.
Client-Centric Duties & Responsibilities:
• Relationship Stewardship: Serve as the primary point of contact, building deep, multi-generational relationships that go beyond balance sheets.
• Proactive Outreach: Maintain a high-touch communication calendar, reaching out to clients not just for market updates, but for birthdays, anniversaries, and "just because" check-ins.
• Onboarding Excellence: Guide new clients through the transition to our firm with a "concierge" approach, making complex paperwork feel seamless and stress-free.
• Family Wealth Coordination: Facilitate "Family Legacy" meetings to help clients communicate their financial wishes to their adult children and heirs.
• Educational Advocacy: Host small-group workshops and client appreciation events designed to empower retirees with knowledge and community.
• Crisis Support: Act as a calm, empathetic resource for clients navigating difficult life events, such as the loss of a spouse or a health crisis, ensuring their financial plan adapts to their new reality.
Required Qualifications & Skills:
• Experience: 3–5+ years of experience in financial services, specifically within a fiduciary or RIA environment.
• Credentials: * Series 65 or 66 (Required).
o State Life & Health Insurance License (Required)
o CFP® or RICP® designations are highly preferred.
• Local Market Knowledge: Familiarity with the unique demographic needs of the Scottsdale/Phoenix "Snowbird" and retiree community.
• Software Proficiency: Experience with CRM (SalesForce/Wealthbox/Redtail), Google Suite(Email, Text, Google Sheets, Document sharing),Electronic phone systems(Vonage, RingCentral), Virtual Meetings (Zoom, Google Meet) financial planning software (eMoney/Money GuidePro), and portfolio management tools, Familiar with AI Tools such(Gemini, Chat GPT)