Top 63 Investment associate Jobs in Paradise Valley Az

Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Scottsdale, AZ
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —Scottsdale, AZ
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate Underwriter
Burns & Wilcox —Scottsdale, AZ
- Full-time
- Office
- Business development
- Bachelor's degree
- Wellness program
- Paid holidays
Wealth Management Client Associate
Bank of America —Scottsdale, AZ
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
ASSOCIATE, PRIVATE INVESTMENT OPERATIONS
Cresset Capital —Scottsdale, AZ
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
4d
Retirement Planning Associate - Retirement Benefits Group
Equitable Advisors —Scottsdale, AZ
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Marketing Associate (PHX)
Matthews Real Estate Investment Services —Scottsdale, AZ
- Marketing
- Bachelor of Science
- Office
Sales Operations & Transaction Associate (PHX)
Matthews Real Estate Investment Services —Scottsdale, AZ
- Basic math
- Office
- Real Estate License
- Paid parental leave
- Health savings account
7d
Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal —Phoenix, AZ
- $100,000 - $170,000 a year
- Full-time
- Mid-level
- SQL
- Communication skills
- AD&D insurance
- 401(k)
Investment Associate/Registered Client Associate
Royal Bank of Canada —Phoenix, AZ
- Full-time
- Word processing
- Computer literacy
- Data analysis skills
- Disability insurance
- Health insurance
Client Service Associate
Heffernan Financial —Phoenix, AZ
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
Quick Apply
Registered Client Service Associate - Gilbert, AZ
Morgan Stanley —Gilbert, AZ
- Office
- High school diploma or GED
- Communication skills
- Employee stock purchase plan
- Health insurance
Associate Family Office Fiduciary Advisor - 80-130K+ total compensation
Trajan Wealth —Scottsdale, AZ
- $80,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Relocation assistance
Quick Apply
10d
Associate Banker
BMO Financial Group —Phoenix, AZ
- $41,714 - $50,000 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Commercial Credit Associate (CRE)
WaFd Bank —Scottsdale, AZ
- $26.44 - $33.65 an hour
- Full-time
- Microsoft Excel
- Basic math
- Office
- Paid parental leave
- AD&D insurance
13d
Associate Underwriter - Inland Marine
RLI Corp —Peoria, AZ
- $32.16 - $44.22 an hour
- Full-time
- Writing skills
- Finance
- Analysis skills
- Profit sharing
- Health savings account
3d
Wealth Management Client Associate (FP)
Bank of America —Gilbert, AZ
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
11d
Associate, Digital Finance Transformation - Data Scientist - Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal —Phoenix, AZ
- $90,000 - $130,000 a year
- Full-time
- Mid-level
- SQL
- Travel
- AD&D insurance
- 401(k)
Family Wealth Associate
TFO Phoenix —Phoenix, AZ
- Email
- Office
- Finance
- 8 years
- Health insurance
- Paid time off

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investment associate jobs near paradise valley az

Client Services Associate

Lofy Group Wealth Management
Phoenix, AZ

Quick Apply

Job Details

Full-time

Benefits

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

Qualifications

Microsoft Word
Customer communication
Microsoft Excel
Analysis skills
Organizational skills
Financial services

Full Job Description

Experienced Client Service Associate wanted for Wealth Management Firm in Phoenix, Arizona. As a Client Service Associate, you will be a cornerstone of our client interactions, responsible for performing a variety of service transactions and client engagement, including for example preparing for client meetings and handling follow-up projects, processing account applications, handling asset movement including transfers, journals, ACATs, ACHs, and wires, and managing client correspondence. You will play a critical role in supporting our financial advisors and ensuring a seamless client experience. Your resourcefulness, efficiency, and detail-oriented skills will be valuable assets. If a small office with a family-feel is what you are looking for, this could be the job for you.

What you will do:

Support our Financial Advisors.
Perform daily administrative duties.
Prepare and maintain client files and profiles.
Proactively perform surveillance of client accounts.
Manage client review and meeting preparation.
Review notes from all client meetings, gather data and prepare forms, illustrations, quotes and any additional reports needed for meetings.
Supervise alternative investments and annuity implementation and maintenance.
Review advisor alerts.
Prepare insurance quotes, applications, underwriting and insurance reviews.
Communicate with target audience and manage client relations.
Perform RMD calculations, facilitate distributions on behalf of clients, and provide thorough documentation of work performed.
Review and manage notifications.
Process data and capture and maintain current information in our client tracking systems.
Participate in Special Projects as they arise.

What you bring:

At least two years’ experience in financial services and with broker/dealer operations.
Strong ability to be detail-oriented and highly organized.
Excellent PC skills, including Microsoft Word, Excel and Outlook.
Ability to interact effectively with co-workers, clients and team management.
Be a team player.
Strong analytical skills.
Excellent oral and written communication skills.
Reliability and dependability

What to send our way:

Resume with References
Should we set up an interview, we will require completion of our application prior to the interview.

Job Type: Full-time

Benefits:

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

Experience:

Client Services: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment associate jobs in paradise valley az

Client Services Associate

Wealth Management Associate - Retirement Benefits Group

Wealth Management Associate

Associate Underwriter

Wealth Management Client Associate

ASSOCIATE, PRIVATE INVESTMENT OPERATIONS

Retirement Planning Associate - Retirement Benefits Group

Marketing Associate (PHX)

Sales Operations & Transaction Associate (PHX)

Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)

Investment Associate/Registered Client Associate

Client Service Associate

Registered Client Service Associate - Gilbert, AZ

Associate Family Office Fiduciary Advisor - 80-130K+ total compensation

Associate Banker

Commercial Credit Associate (CRE)

Associate Underwriter - Inland Marine

Wealth Management Client Associate (FP)

Associate, Digital Finance Transformation - Data Scientist - Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)

Family Wealth Associate

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