Client Service Associate

3 weeks ago


Phoenix, Arizona, United States Eaton-Cambridge Inc. Full time

About Eaton-Cambridge Inc.

We are a boutique wealth and tax strategy firm dedicated to providing Financial Guidance for a Meaningful Life. Our team specializes in serving business owners and retirees, helping them achieve financial confidence and clarity.

About the Role:

We are seeking a proactive, detail-oriented individual who can uphold the white-glove service standards that define Eaton-Cambridge. Strong time management, sound judgment, and a passion for delivering exceptional client service are critical to success. We want someone who enjoys coming to work each day and shares our enthusiasm for serving clients and our team members with a positive attitude.

Key Responsibilities:

  • Assist with client requests, such as opening new accounts, updating contact & account information, move money requests, making deposits/withdrawals, etc.
  • Facilitate seamless onboarding by efficiently gathering our new client's personal information, and preparing account opening & transfer paperwork.
  • Serve as a liaison between our clients, advisors and the rest of our team, ensuring the team is well informed and working in a coordinated manner on behalf of our clients.
  • Execute administrative tasks & projects, both individually and alongside team members.

Requirements:

  • Bachelor's degree
  • 2+ years of operational experience within financial services (Ideally within an RIA)

Benefits:

  • $60,000 - $65,000 / year + bonus (based on firm and individual performance)
  • Vacation/holiday pay
  • 401(k) with employer match
  • Health insurance

Our Hiring Process:

  • Based on your resume we will schedule a brief phone interview to ask the first round of screening questions.
  • If we feel you're a good fit based on our phone interview, we will have you complete a personality assessment.
  • If you are one of our finalists, we'll invite you into the office for a formal interview with a few members of our team.

*NOTE: Due to the confidential nature of our work, you will be required to pass a thorough criminal background check.



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