Registered Client Associate - MesaHarrison Gray Search and Consulting LLC • Mesa, AZ, United States
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Registered Client Associate - Mesa
Harrison Gray Search and Consulting LLC • Mesa, AZ, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Maintain organized records of client interactions and documentation within CRM systems. Manage document workflows using tools such as DocuSign and DocuPace. Assist with general office upkeep, including mail handling, greeting clients, and kitchen stocking (as applicable). Provide administrative assistance to assigned advisors and the branch manager. Participate in the planning of local initiatives or firmwide events hosted at the branch. Proactively pursue professional growth through internal training programs and coursework. Prepare and submit regular reporting for team tracking and compliance. Support expense reporting and team financial oversight. Serve as a positive contributor to team culture and morale. 3-7 years of experience in a client service or financial services role. Associate's degree in Business, Finance, or a related field (Bachelor's degree preferred). Active FINRA Series 7, and Series 63 & 65 (or Series 66) required. Proficiency with Microsoft Office Suite and Google Workspace. Familiarity with systems such as Concur, RedTail, RBC platforms, AOS, and RedOak. Strong initiative, attention to detail, and ability to work collaboratively. Client service, communication, and empathy Time management, coordination, and attention to detail Problem-solving, reasoning, and critical thinking Written and verbal communication Active listening and social awareness Competitive base salary (based on experience) Performance-based compensation opportunities for specialized assignments Comprehensive benefits package including : Medical, Dental, and Vision Insurance Disability and Life Insurance (with optional supplemental coverage) 401(k) with employer match Flexible Spending Accounts (FSA) Generous PTO including vacation, personal days, sick leave, and volunteer day Flexible work schedule
Harrison Gray Search has partnered with a nationally recognized investment advisory firm with a long-standing reputation for integrity and excellence is seeking a Registered Client Associate to join its expanding team in the Mesa, AZ office. This full-time opportunity has opened due to continued business growth and offers a dynamic environment for career development and advancement.
THE ROLE
The Registered Client Associate plays a critical client-facing role, dedicated to delivering exceptional service that supports clients in achieving their financial goals. As a key liaison between clients and financial professionals, this role requires strong interpersonal, problem-solving, and organizational skills. It also presents the opportunity to contribute meaningfully to a collaborative, service-oriented team culture.
This position reports to the Branch Manager and collaborates closely with assigned financial professionals.
KEY AREAS OF FOCUS
Client & Financial Professional Support
- Serve as the primary point of contact for client service needs via phone, email, and other platforms.
- Schedule and coordinate client meetings.
- Execute account transactions including trades, deposits, withdrawals, rollovers, ACH, and wire transfers.
- Support financial planning by inputting data into MoneyGuidePro and assisting with Riskalyze assessments.
- Facilitate new account setup, ensuring accuracy of information and appropriate follow-up.
- Support onboarding of new financial professionals as needed.
- Coordinate with internal teams such as Compliance, Operations, IT, and Marketing to ensure smooth business processes.
- Stay current on financial markets and assist with portfolio research.
- Identify client needs through service interactions and relay opportunities to financial professionals.
- Support local marketing efforts and contribute to team knowledge-sharing channels.
- Assist with cross-office support and remain up to date with compliance regulations and licensing requirements.
Administrative & Office Operations
Team Engagement & Career Development
WHAT YOU BRING
Core Competencies
WHAT YOU CAN EXPECT
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Client Associate • Mesa, AZ, United States
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