Client Relationship Associate

    • Contract
  • Scottsdale, AZ, USA

Client Relationship Associate

One of the world’s largest investment companies, known for its client-first focus, high ethical standards, and collaborative, team-oriented culture looking to add to their Client Care Team.

What you’ll be doing:

Working remotely (for now into foreseeable future) answering and assisting investors with their questions about financial products and services (this is not sales). You’ll be much more than a customer service professional. You’ll be a technical subject matter expert (paid training provided.) You’ll use be using virtual technology to develop relationships with clients and understand their unique investment to position the appropriate solutions or actions.

This job is for you if you:

· Have strong communication and relationship management skills

· Excel in explaining complex information in ways that are easy to understand

· Want to be part of a small team that’s motivated by helping others and serving the best interests of our investors

· Like to work hard in a professional environment that stresses respect and teamwork

· Demonstrate self-motivation and an overall drive to succeed

· Are flexible and thrive in fast-paced work environments

Additional Details:

· 2 week paid training provided

· Hours during training – 8:30-5:00 Monday through Friday

· Hours after training – 9:30-6:00 Monday through Friday

· 100% attendance required during the first 6 weeks of employment (minus holidays)

· Occasional overtime available based on business needs

To apply for this job email your details to