What are the responsibilities and job description for the Client Services Associate - Financial Services position at Legacy Wealth Alliance?
Job Description
Client Services Associate – Financial Services
Tempe, AZ | Full-Time | Entry-Level to Early Career
Start your financial services career with a client-focused, fast-growing firm.
About Us
Legacy Wealth Alliance is a trusted and growing financial advisory firm with nearly 30 years of experience helping clients build stronger financial futures. Based in Tempe, Arizona, we’re a values-driven team committed to delivering exceptional service while fostering a collaborative and supportive culture.
As a Client Services Associate, you’ll work closely with our advisors and operations team to support client requests, streamline processes, and ensure our clients feel informed, supported, and confident throughout their financial journey.
What You’ll Do
Client Services Associate – Financial Services
Tempe, AZ | Full-Time | Entry-Level to Early Career
Start your financial services career with a client-focused, fast-growing firm.
About Us
Legacy Wealth Alliance is a trusted and growing financial advisory firm with nearly 30 years of experience helping clients build stronger financial futures. Based in Tempe, Arizona, we’re a values-driven team committed to delivering exceptional service while fostering a collaborative and supportive culture.
As a Client Services Associate, you’ll work closely with our advisors and operations team to support client requests, streamline processes, and ensure our clients feel informed, supported, and confident throughout their financial journey.
What You’ll Do
- Process administrative tasks such as new account openings, account maintenance, and service requests
- Maintain accurate client records and documentation
- Prepare and coordinate client meeting materials
- Manage follow-ups, scheduling, and communication workflows
- Ensure data entry and document handling is accurate and secure
- Provide timely and professional support to both clients and internal team members
- 1 year of customer service or administrative experience (financial industry experience preferred)
- Excellent written and verbal communication skills
- Highly organized and detail-oriented, able to juggle multiple tasks
- A proactive problem-solver who works well independently and in a team
- Familiar with industry tools like Redtail, Morningstar, Albridge, Envestnet, or NeX360 (a plus, but not required)
- Notary certification is a bonus!
- Ability to pass a background check
- Strong client service mindset and professionalism
- Interest in a long-term career in the financial services industry
- Recent grads with internship or administrative experience are encouraged to apply!
- Competitive salary up to $45,000 bonus opportunities
- Health insurance, 401(k) with match, and profit sharing
- Paid vacation & PTO (available after six months and 90 days, respectively)
- Tuition reimbursement & customized professional development plan
- Fun team culture: Friday coffee runs, team lunches, and celebrations of milestones
- Clear career path in a stable and growing industry
Salary : $45,000