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Client Services Associate/Executive Assistant

United States, Phoenix Employment contract 65000.00 - 85000.00 USD / Year · Job Posted February 17, 2026
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Job Description

Now Hiring: CSA/Executive Assistant | $65K – $85K | Arizona. Are you a highly detail-oriented finance professional looking to take the next step in your career? Or an Executive Assistant with a strong financial background eager to expand your skill set? This could be the perfect opportunity for you! This is a permanent role offering $65K – $85K, depending on experience, and requires candidates to be located in Arizona.

Job Responsibility

  • Manage and coordinate client requests, including wires, deposits, and cash movements
  • Assist with account openings, data collection, and documentation
  • Support financial advisors by analyzing reports, summarizing data, and preparing client deliverables
  • Provide administrative and operational support to enhance client service efficiency
  • Handle multiple requests in a fast-paced, team-oriented environment

Requirements

  • Bachelor’s Degree required
  • Strong attention to detail and organizational skills
  • Ability to multi-task and prioritize across financial planning, tax, and investment services
  • Proficiency in Microsoft Office Suite (Excel in a financial context is a plus!)
  • Basic knowledge of financial statements, tax, and investment concepts
  • Excellent communication and problem-solving skills

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