Job Description Insight Global is currently partnering with an investment advisory firm with an office in Phoenix, AZ who is seeking a Client Services Associate to join their team. This Associate will support multiple Financial Advisors to support their clients and overall provide a great experience throughout their partnership with our client. The salary for this position is $60K-70K with additional compensation incentives. Core Functions: Provide daily support to Advisors and their client base (wire requests, new account openings, personal information changes, etc.) Handle all inbound and outbound non-investment-related client requests Initiate proactive client outreach to build strong relationships Own new client onboarding workflow in Salesforce and Black Diamond Maintain proper record keeping of client data in Salesforce Manage all appointment scheduling for prospects and clients Support Advisors in the prospect follow up process Participate in Operations special projects, as needed We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .     To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ . Skills and Requirements Qualifications & Skills: Bachelors degree from an accredited university 3+ years of experience in a client facing role within the Financial Services industry, preferably with a Registered Investment Advisor Experience working in a CRM like Salesforce Experience working with custodians, Charles Schwab and/or Fidelity, preferred Experience with Black Diamond, preferred null We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.