Client Relations Specialist
Protective Wealth Management - Scottsdale, AZ

This job posting is no longer available on Indeed. Find similar jobs:Client Relation Specialist jobs - Protective Wealth Management jobs

A national, but boutique sized, Registered Investment Advisory firm located in Scottsdale is seeking a Client Relations Specialist (CRS) with a Series 7 or 65 or 66 license to join our team. At least 10 years’ experience in the financial services industry is required. RIA, Wirehouse or large clientele practice preferred.

RIA experience is required for this position

As a CRS you will assist our team with:

  • ACAT
  • asset transition
  • back office support
  • training for our investment advisory firm’s administrative staff
  • and provide custodial, CRM, aggregate and reporting support

We offer a collaborative, team approach and a positive and rewarding work environment.

If you would like to join an established team of financial professionals, we’d love to hear from you. Please email your resume in confidence for immediate consideration.

No relocation offered - local applicants only please. Salary contingent on experience. This position includes health benefits and a 401(k) retirement plan. Annexus is an EEO employer; qualified candidates will be required to take a PI survey. All employees are subject to a background check prior to hire. Please reference PWM2 with your resume / application. No phone calls please.