Client Service Specialist

Who We Are

Legacy Wealth Alliance is seeking to hire an experienced, highly skilled organized, detail oriented and innovative Client Services Specialist for their firm in Tempe Arizona. The Client Services Specialist supports the creation, execution, and monitoring of clients’ financial strategy through direct client interaction, paperwork processing, servicing, and behind the scenes coordination with other team members to deliver a premium client service. This position requires knowledge of the core tenets of financial planning, experience in a planning support role and the ability to interact with high-net-worth clients at a high-level. The Client Services Specialist demonstrates grace under pressure, a positive attitude, and the ability to handle a heavy workload with a smile.

Is This For You?

• A daily work experience that has a meaningful positive impact on people’s lives
• Being a member of a team encourages high (A ) performance and honors one another’s skills and talents.
• An opportunity and a defined track to grow, learn and develop yourself.
• Energized by a fast paced, innovative, and collaborative work environment that is also fun.

We are looking for a solidly “A” individual – someone who will “WOW” our clients with their personality and efficiency. If you are a person who is a confident self-starter, an eager learner, with great people skills and at least 5 years in the financial industry this may be an opportunity for you right now!

Knowledge, Skills and Attributes

• Series 6 or 7 license preferred.
• Bachelor’s degree preferred.
• State life license preferred.
• Notary would be a plus
• Highly capable using industry related software (Redtail, Albridge, Morningstar, Envestnet, NeX360)
• Expert computer skills, including advanced knowledge of Microsoft Office, Excel; Access experience a huge plus.
• Solid math and analytical skills
• Measurable problem-solving capabilities.
• Excellent oral, written, and interpersonal communication skills
• Professional appearance and demeanor
• Unimpeachable ability to maintain confidentiality and integrity.
• Effective follow-up skills and ability to meet deadlines without prompting.
• Impeccable attention to detail and accuracy required.
• Energetic, eager to learn, willing to cooperate.
• Self-motivated with ability to work well independently and under direction.
• Experience with broker/dealer and/or SEC exams, a plus!
• Must be able to pass a background check

Applications and Form Processing:

Please apply with BOTH a resume and a cover letter sharing with us how you would be a perfect fit. Be aware that several assessments, skills tests, a short personal video, and a series of interviews will be required to move forward in the process. We have a high bar, but it is worth it!

Job Type: Full-time

Pay: From $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Tuition reimbursement

Compensation Package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Financial planning: 5 years (Required)

License/Certification:

• Series 6 or Series 7 (Preferred)

Ability to Commute:

• Tempe, AZ 85284 (Required)

Ability to Relocate:

• Tempe, AZ 85284: Relocate before starting work (Required)

Work Location: In person

Salary : $70,000