Help Independent Advisors Unlock Their Career Potential

Description

Are you detail-oriented, tech-savvy, and passionate about delivering exceptional client experiences? Do you thrive in a collaborative environment where precision and follow-through are valued just as much as relationships? 

Cambium Wealth Partners is seeking a highly organized and service-minded Client Service Associate to join our growing team. This role is essential in supporting both clients and advisors through the full lifecycle of financial planning, from onboarding to ongoing service, while also contributing to operational efficiencies and firm-wide success. 

Cambium partners with RFG Advisory to support the growth and development of our Associates. All new hires in this position are connected with a mentor who will guide them through a 4-week mentorship program to learn our established processes and systems. 

Location & Working Conditions:

This position is based in Camp Verde, Arizona, within a professional office environment. It is an in-office opportunity and may be offered as either a part-time or full-time role, depending on the candidate's availability.

Daily responsibilities require frequent and direct interaction with clients, advisors, and fellow team members. The role centers around standard office duties, such as answering phone calls, greeting guests upon arrival, and preparing necessary materials for meetings and client interactions.

Key Responsibilities:

Client & Advisor Support 

• Build and maintain strong client relationships through timely, thoughtful, and proactive service. 
• Serve as the first point of contact for clients, greeting them professionally, offering refreshments, and ensuring meeting readiness. 
• Provide excellent customer service both in person and via phone/email. 
• Prepare meeting materials, conference rooms, and client documents for in-office or remote meetings. 
• Assist clients with online account setup and paperless statements. 
• Send client gifts/cards and maintain client engagement activities as directed. 

Scheduling & Calendar Management: 

• Confirm appointments and manage multiple calendars proactively, to include calendars of tax professionals, attorneys and advisors. 
• Review client scheduling lists daily and coordinate new meetings or reviews. 
• Ensure appointment details, locations, and time zones are accurate. 
• Track past-due activities and notify advisors of urgent matters. 
• Follow scheduling procedures, check for conflicts, and coordinate quarterly and monthly reviews with advisors. 

Office Operations & Care: 

• Maintain a clean, organized, and professional office environment. 
• Open and close office, including lights, blinds, alarm, and other office systems. 
• Monitor office supplies, place orders as needed and run errands for miscellaneous items. 
• Handle mail, packages, and office equipment maintenance requests. 
• Decorate and maintain office aesthetics and seasonal décor. 
• Manage general office tasks such as plant care, garbage disposal, and surface cleaning. 

Technology & Event Support: 

• Assist with troubleshooting office technology and coordinate support as needed. 
• Occasional support of event planning and execution, including advertising, compliance and administrative tasks. 

Professional Development & Team Engagement: 

• Attend service team and all-staff meetings. 
• Stay current with office systems through trainings and workshops. 
• Participate in regular check-ins with manager