07/08/2026
Role Summary The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and their clients, ensuring seamless delivery of wealth management services. This entry-level position offers the opportunity to develop core knowledge of financial products, planning concepts, and client service practices while supporting experienced advisors in managing high-net-worth client relationships. Key Responsibilities Provide non-advice-related support to clients including preparing standard client reports and account statements Maintain accurate client files, documentation, and ensure all records are current and compliant Answer routine client questions and service requests under supervision of advisors Interface with broker-dealers, custodians, and product providers to facilitate transactions and resolve issues Prepare materials for client meetings including performance reports, financial statements, and presentation decks Process account...
HUB International
Scottsdale, AZ
Full Time
