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Client Service Associate @ TCI Wealth Advisors, Inc.

Scottsdale, Arizona, USOnsiteFull Time
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About this role

Client Service Associate at TCI Wealth Advisors, Inc.. Location: Scottsdale, Arizona, United States. Role: supporting advisors, processing paperwork, coordinating communication Requirements: Provide client and advisor support through task queues and workflows, prepare and process account paperwork, maintain client records, coordinate communications, and follow compliance procedures; bachelor's degree or equivalent preferred. Category: Customer Service Seniority: Entry Level Commitment: Full Time Workplace: Onsite Languages: English

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