Client Service Specialist

The Client Service Specialist we need is self-disciplined, the accuracy of their work is of utmost importance to them, and they are relentless in their pursuit of getting things done. Though the data and metrics are important to them, they don't get stuck in the details, and they can see the big picture and think outside the box. They work best in a fast-paced environment and enjoy variety in their work, but not as much as getting things done. If this sounds like you, then keep reading. You're going to love this role at Affirm Wealth Advisors.

At Affirm Wealth Advisors, we strive to provide opportunity for our team members to grow in their career, have purpose in what they do, and ultimately feel confident about their own financial future, leading to retirement and beyond. Is being recognized for going above and beyond and being bonused on your contributions to team goals important to you? If these are objectives that connect with you, Affirm Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, is the place for you.

Our Mission Statement is focused on the premise that “Everyone deserves to work with a trusted advisory team to help them feel more confident about their financial future.”

How are we different than other financial advisory firms? It’s our culture. A culture that allows for and supports true care of our clients and team. A culture that creates inspiration for its team to be the best it can be on behalf of our clients through honesty, integrity, balance, and fun. That’s how we differentiate ourselves from others. Because of our culture, we were recently recognized in 2024 as one of Investment News' Best Places to Work for Financial Advisors. When we add like-minded, values-based team members like yourself to our growing team, we gain strength in continuing to fulfill our mission of being an inclusive environment and in helping more people gain confidence for their financial future. In this position you will work with a team that was recognized as one of Forbes Best-in-State Wealth Management Teams from 2023-2025.

If this sounds like the type of business you want to be a part of, then we want you on our team. It is as easy as applying through the job link to get the conversation started.

What we offer:

• A highly competitive salary based on experience, plus bonus opportunity
• A hybrid schedule
• Learning & Development Program
• Mentoring and sharing of best practices
• Competitive benefits package

What we’re looking for:

• 5 years of client service experience in the financial advisory industry
• Series 7, 63 or 66
• AZ Life, Accident, and Health Insurance licenses (non-insurance licensed applicants will be considered based on experience)
• Experience working with financial planning programs and client relationship management software
• Strong analytical and problem-solving skills
• Strong organizational and time management skills
• Strong interpersonal skills and the ability to work in a team environment
• Ability to handle multiple tasks in a dynamic environment

Key Job Responsibilities:

• Working directly with two Financial Advisors, both who hold their Certified Financial Planner designation and who both earned the title of Five Star Wealth Manager in 2024
• Support to Director of Operations, Financial Advisors and Client Service Team
• Concierge services for existing clients including reviewing and organizing meeting summaries and delegating action items, etc.
• Prepare, process, submit and service all account paperwork and requests
• Regular client communication supporting our Advisors, Investment Manager or Directors
• Works closely with the team’s Directors to carry out various projects

Our candidate selection process consists of 5 steps:

• Review applications daily and respond within 3 business days
• Complete the Culture Index assessment (will be e-mailed to you)
• An initial 20-minute phone interview to discuss qualifications and mutual fit
• In-person 60-minute meeting with two directors of the organization
• Final 60-minute interview with the CEO and HR representative
• The entire process could take 4-6 weeks, but we will communicate with you each step of the way

Other Details of position:

• Base salary starts at $65K or competitively higher based off experience
• PTO beginning day one
• Company paid Health Insurance and Dental Plans
• Company match 401K
• Company paid Life, STD and LTD
• Hours are M-F from 8-5

Background:

Affirm Wealth Advisors has been a financial advisory practice for more than 30 years. It rates among the top 1% of all Financial Advisory Practices at Ameriprise Financial Services, LLC. Matt MacLean, CFP®, ChFC®, CRPC®, CEO/Private Wealth Advisor is also a member of the Chairman’s Advisory Council. He has been named among the Forbes Best-in-State Wealth Advisors, Five Star Wealth Managers and the Phoenix Business Journals Books of Lists for Investment Advisors. Matt’s business partner, Steve Harnden, CFP®, CPA is also a Private Wealth Advisor and has been named to the Barron’s, Financial Times, and Forbes lists of Top Advisors. In addition, our Team includes ten Financial Advisors, a licensed Director of Operations, a licensed Business Development Director, a licensed Investment Manager, four other Client Support Specialists (two licensed), two Operations Managers (one licensed), a Marketing Director, Administrative Assistant and two Directors of First Impressions. We are located at 7992 W. Thunderbird Rd., Ste. 110 in Peoria, 2484 E. River Rd. in Tucson and 400 W. Fry Blvd., Ste. 7 in Sierra Vista. You can learn more about our Team at www.affirmwealthadvisors.com.

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Work Location: Hybrid remote in Peoria, AZ 85381

Salary : $65,000 - $85,000