Investment Services Specialist

Scottsdale, AZ 85255

Job Category: Administrative & Professional Job Number: 21353

Job Description

The Investment Services Specialist is a member of a passionate, high-performance team dedicated to serving clients at the highest level. The primary responsibility is to provide world-class service while offering creative solutions to a national field of Investment Advisors and Registered Representatives. 

The ideal candidate will have 2+ years of experience supporting financial/investment advisors or clients directly. This position will interface with external clients to support the successful onboarding, management and upgrading of the advisor' s client portfolio. Excellent communication skills, strong attention to detail and unwavering follow through are a must!

Requirements:
  • Bachelor' s Degree required
  • 2+ years of investment/finance experience required
  • Prior experience supporting advisors and/or clients with account support is required
  • Passionate about personal growth and development
  • Excellent team player
  • Strong communicator
On-site position in North Scottsdale
65K DOE, plus bonus.

Benefits include 
  • 401(k) Matching
  • Competitive Salary
  • Dental Insurance
  • Flexible Spending Account
  • Health Insurance
  • Health Savings Account
  • Life Insurance
  • Paid Time Off
  • Paid Training
  • Vision Insurance

Meet Your Recruiter

Laura Piel

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