Job Posting – Client Services Associate

We are hiring! We are looking for two full-time Client Services Associates/Technicians for our Scottsdale office. Details below.

Sensible Money is a fee-only financial planning firm that works with high net worth clients transitioning to retirement.

The Client Services Associate is a critical role as you are the first touch-point a new client has in experiencing our firm. The CSA/Tech supports financial planners with the objective of always delivering exceptional client care and is responsible for implementing our templates, processes, checklists, and workflows to make sure clients have a consistent experience from the time of inquiry throughout their tenure as clients. 

We Are Looking For a Candidate With the Following:

Natural Instinctive Problem-Solving Traits

Personality Traits

Learned Skills

We offer:

Interested and qualified candidates, please email your cover letter and resume to our Operations Director, Kathy Mealey at kathy@sensiblemoney.com.