Customer Service Representative - Chandler, AZ

Position: Customer Service Representative

Full-time: 40 Hours

Locations: Chandler, AZ

Assignment: 2/17/2025 – 2/16/2026

Schedule: Monday – Friday, 7:00 AM – 3:30 PM

Pay Range: $21.00 hourly, paid weekly.
(Exact compensation may vary based on skills, experience, and location. Base pay information is based on market location.)

This is an in-office position, and candidates are expected to be onsite 5 days a week.

Training will be for two days, and the shift is the same as above.

Position Summary:

• Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Their financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights coupled with the banking convenience of our client.
• Venture Services Group (VSG) is a 60 person team of experienced professionals, led by three Managing Directors, focused on servicing the needs of the Private Equity and Venture Capital community. The team provides custody and in-kind distribution services to 400 Funds and operates in a fast-paced environment in 6 offices nationwide. We are seeking a client associate with 1 years of professional experience and a good attitude to add to our client service team in Phoenix, AZ.
• This Venture Services Group Client Associate (CA) role is an operations support position, providing dedicated operational support to a 40 person team.
• Incumbents will support office initiatives, primarily in the maintenance of client account data.

Responsibilities and Required Skills:

• Navigate through multiple applications and tools to understand policy/procedures, gain clarity on various products / services and research, and resolve issues with client accounts.
• Display passion, commitment and deliver an experience that improves our customers’ financial lives.
• Must possess the skills to navigate between multiple screens and accurately typing relevant notes and information.
• Computer Literacy and proficient in using Microsoft Outlook, Word, and Excel.
• Ability to demonstrate flexibility and work well under pressure in a fast-paced environment.
• Strong communications skills, great grammar, and the ability to communicate with management and peers.
• Positive attitude that embracing coaching as an opportunity to improvement in current role.
• Ability to handle confidential matters and sensitive information in a responsible manner
  

Working Conditions:

• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
• The ability to lift up to 30lbs.
• Use of computers and technology.

Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity, we are made a stronger organization and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers.

At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life. Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email hr@canonrecruiting.com

Salary : $21