Position Overview
We are seeking a Client Services Associate with strong customer service skills and experience in a professional office environment. This role supports our advisors and clients by ensuring smooth operations, clear communication, and a welcoming, organized atmosphere.
Key Responsibilities
- Greet clients and provide an exceptional in‑office and phone experience
- Support advisors with client meeting preparation, follow‑up, and documentation
- Maintain accurate client records and assist with paperwork processing
- Manage scheduling, appointment reminders, and client communications
- Assist with workshop/event coordination and follow‑up
- Uphold firm standards of professionalism, confidentiality, and client care
Qualifications
- Prior experience in financial services, insurance, banking, or a professional office setting preferred
- Strong customer service and communication skills
- Detail‑oriented with excellent organizational habits
- Comfortable learning new systems and following established processes
- Professional demeanor and ability to work well in a team environment
- High level of integrity and commitment to fiduciary standards
What We Offer
- A supportive, professional work environment
- Opportunities for growth and training
- The chance to make a meaningful impact in clients’ financial lives
How to Apply
Please submit your resume and a brief cover letter explaining why you’d be a great fit for our team.
About Us
Secured Financial Solutions is a fiduciary financial firm committed to helping clients Retire Safe, Smart, and Secure. We pride ourselves on delivering transparent guidance, exceptional service, and a client experience built on trust and professionalism. As we continue to grow, we’re looking for a dedicated team member who shares our values and passion for serving clients at the highest level.
Job Type: Full-time
Pay: $25.00 - $30.00 per hour
Ability to Commute:
- Scottsdale, AZ 85260 (Required)
Ability to Relocate:
- Scottsdale, AZ 85260: Relocate before starting work (Required)
Work Location: In person
