Full Job Description Job Title:

Advisor & Customer Support Specialist Location:

Goodyear, AZ Position Type:

Full-Time, In-Office (Not Remote or Hybrid) Join a prestigious, Barron's Top-Ranked financial services firm headquartered in Scottsdale, AZ. Our firm fosters a collaborative and client-focused environment where excellence, integrity, and innovation are at the core of everything we do.

Position Summary:

We are seeking an Advisor & Customer Support Specialist to join our high-performing team. This individual will serve as a key liaison between our financial advisors and their valued clients, delivering white-glove service and operational support. This is not a call center role, but the position is phone-intensive and requires exceptional phone etiquette, professionalism, and attention to detail.

Key Responsibilities:

Provide direct support to financial advisors and their clients via phone and email with professionalism and warmth. Manage and process new account openings, including completing and submitting required documentation accurately. Assist with account maintenance, service requests, and general client inquiries. Support advisor transitions, including gathering client data, facilitating custodial paperwork, and ensuring seamless onboarding. Maintain accurate records within CRM and custodial systems. Work cross-functionally with compliance, operations, and client service teams to ensure timely resolution of issues. Deliver an exceptional client experience through proactive communication and high-level problem-solving.

Qualifications:

2+ years of experience in financial services, preferably in a client service or operations support role. Experience with new account openings is required; experience supporting advisor transitions is a strong plus. Active Series 7 license is preferred. Candidates without a Series 7 must have a strong desire and commitment to obtain it within 90-120 days of employment (firm support available). Excellent verbal and written communication skills; confident and professional phone demeanor is essential. Highly organized with a strong ability to prioritize, multitask, and meet deadlines. Proficiency in Microsoft Office and familiarity with CRM and custodial platforms (e.g., Schwab, Fidelity, Pershing) preferred. A proactive, team-oriented mindset with a commitment to service excellence.

Job Types:

Full-time, Permanent Pay:

$50,000.00 - $55,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Paid training Retirement plan

Work Location:

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