Demo

Client Operations Specialist

Presidio Group Wealth Management
Tucson, AZ Full Time
POSTED ON 4/2/2025
AVAILABLE BEFORE 6/1/2025

We are a leading wealth management firm dedicated to providing personalized financial solutions to our clients. With a commitment to excellence, integrity, and innovation, we empower individuals and families to achieve their financial goals through tailored investment strategies and comprehensive wealth planning. Our team of experienced financial advisors and support professionals work collaboratively to deliver exceptional service and build long-lasting relationships with our clients.

Excellent entry-level opportunity within the financial services industry.

We are seeking a motivated individual and detail-oriented Client Operations Specialist to join our dynamic team. The ideal candidate will play a crucial role in supporting our Relationship Managers and enhancing the client experience. As a client operation specialist, you will be responsible for managing client communications, assisting with account administration, and contributing to the overall efficiency of our wealth management services. No industry experience necessary, however a strong desire to learn the industry is required.

Candidate must possess the following attributes:

  • Client first attitude
  • Strong work ethic
  • Respect
  • Trust
  • Team player

Work Responsibilities:

  • Work with Relationship Managers on all daily tasks:
  • New account opening, process/monitor asset transfers, money movement, account updates, distribute mail, deposit checks, client birthday cards, company holiday cards, prepare FedEx labels, scan, shred, etc.
  • Client meeting preparation
  • Maintain client records and documentation, ensuring confidentiality and compliance with data privacy regulations.
  • Answer phones and direct calls to the appropriate team.
  • Other general office activities.

Qualifications:

  • Client service experience preferred.
  • Excellent communication skills, both verbal and written
  • Self-motivated
  • Problem solver
  • Ability to multi-task
  • Detail-oriented with strong organizational and time management skills.
  • Proficiency with Microsoft Office Suite and computer skills
  • Strong interest in financial services industry
  • Series 7 and 66-willingness to obtain within a specified timeframe.

This is an entry-level role. Compensation based on experience with a range of $45,000-$50,000.

Benefits include health care, dental, vision plan, FSA, 401(k), paid time off, life insurance, disability insurance and more.

This position is in Tucson, AZ.

If you are a highly organized individual with a desire to learn and grow, we encourage you to apply for this position.

Job Type: Full-time

Expected hours: 40 per week

Monday- Friday in the office

Benefits:

  • 401(k) with company Safe Harbor contribution
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Flexible spending account
  • Life insurance
  • Paid time off

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Work Location: In person

Salary : $45,000 - $50,000

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