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Redtail Jobs in Arizona (NOW HIRING)

Mariner

Client Service Associate

Scottsdale, AZ · On-site

$14.75 - $20.25/hr

Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...

Mariner

Client Service Associate

Scottsdale, AZ · On-site

$60K - $75K/yr

Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) * Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client ...

Moors & Cabot Inc

Financial Advisor

Phoenix, AZ · On-site

Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital, RiskAlyze, and MoneyGuidePro About Us Since its founding in 1890, Moors & Cabot and its people have defined ...

Kestra Holdings

Onboarding Consultant

Austin, TX · On-site

... Redtail, Albridge, eMoney) * Collaborate with operational teams to ensure the efficient and accurate processing of account setup and transfer documentation after registration. * Monitor and report on ...

All JobsRedtail JobsRedtail Jobs in Arizona

Redtail information

See Arizona salary details

$13.5K

$46.1K

$62K

How much do redtail jobs pay per year?

As of Jul 6, 2026, the average yearly pay for redtail in Arizona is $46,079.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $49,900.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working with Redtail CRM, and how can they be addressed?

Professionals using Redtail CRM often encounter challenges related to data management, customization, and integrating the platform with other tools. Keeping client information up to date and ensuring data accuracy can require diligent attention, especially in busy advisory environments. Learning to customize workflows and reports to meet specific business needs may take some initial training but greatly enhances efficiency. Additionally, integrating Redtail CRM with financial planning or email tools can streamline operations, so leveraging available support resources and ongoing training is helpful for overcoming these challenges.

What are the key skills and qualifications needed to thrive as a Redtail CRM Specialist, and why are they important?

To thrive as a Redtail CRM Specialist, you need a thorough understanding of client relationship management, data entry accuracy, and financial industry knowledge, often supported by relevant experience or training. Familiarity with Redtail CRM software, integration tools, and data management systems is typically required. Strong attention to detail, problem-solving abilities, and excellent communication skills help you support users and streamline workflows. These skills are essential for maximizing CRM efficiency, ensuring data integrity, and enhancing client service within financial advisory settings.

What is the difference between Redtail vs CRM Specialist?

AspectRedtailCRM Specialist
CredentialsTypically requires financial or tech certifications, familiarity with RedtailRequires CRM platform knowledge, often certifications vary by platform
Work EnvironmentFinancial advisory firms, tech companies, financial servicesFinancial firms, marketing agencies, customer service teams
Employer & Industry UsageUsed by financial advisors for client managementUsed across industries for customer relationship management
Search & Comparison IntentPeople compare Redtail with other CRM tools or roles involving RedtailPeople compare CRM Specialist roles across platforms or industries

Redtail is a specific CRM platform widely used in financial services, requiring familiarity with its features. A CRM Specialist, on the other hand, is a role that involves managing various CRM systems, including Redtail, and may require platform-specific certifications. While Redtail focuses on client management within financial firms, CRM Specialists work across industries to optimize customer relationships using different CRM tools.

What are Redtail jobs?

Redtail jobs typically refer to positions at Redtail Technology, a company known for its customer relationship management (CRM) solutions, especially for financial professionals. These roles can include software developers, customer support specialists, sales representatives, and account managers. Employees at Redtail work on developing, maintaining, and supporting CRM software that helps financial advisors manage client relationships more efficiently. Working at Redtail often involves collaborating with a team to enhance user experience and provide innovative solutions for clients. Positions may also require knowledge of financial services or software development, depending on the specific role.
What are popular job titles related to Redtail jobs in Arizona? For Redtail jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Redtail jobs in Arizona look for? The top searched job categories for Redtail jobs in Arizona are:
Redtail jobs near you
Client Service Representative

Client Service Representative

Wilde Wealth Management Group

Paradise Valley, AZ • On-site

$50K - $60K/yr

Full-time

Retirement, PTO

Posted 20 days ago

Job description

Job description

Job Title: Experienced Client Service Representative

We are currently seeking a highly experienced Client Service Representative (CSR) to join our team. With a minimum of 5 years' experience in client service, the ideal candidate will be instrumental in maintaining client satisfaction, enhancing advisor productivity, and fostering the continued growth of our firm. As we continually expand our client base and welcome new advisors annually, the CSR will play a crucial role in ensuring seamless client experiences.

In this position, the CSR will be responsible for supporting one or more advisors and acting as the dedicated point of contact for their respective client portfolios. This entails extensive preparation for meetings each week, as well as managing all ensuing action items such as trades, transfers, online access troubleshooting, address updates, money movement, and referrals to in-house business partners.

Furthermore, the CSR will be adept at promptly addressing client inquiries via calls and emails, ensuring that all communications are responded to on the same day they are received. With a focus on delivering exceptional service, the CSR will uphold our commitment to client satisfaction and uphold our reputation as a trusted financial partner.

This position would be full-time, in one of our Phoenix Valley locations.

Duties include, but not limited to:

  • Perform all cashiering and customer service functions for a range of 300-600 dedicated client households
  • Prepare and process account service paperwork and applications
  • Run reports and prepare documents necessary for quarterly client portfolio reviews
  • Maintain files, both electronic and physical
  • Take detailed notes in CRM (Redtail) on all processes and client interactions
  • Follow all standard operating procedures to ensure steps of service are being met, as well as maintaining compliance standards
  • Work behind the scenes with our in-house partners to alleviate the demands on our mutual clients; pull account statements, tax documents, ownership/beneficiary change paperwork, etc.
  • Assist with other office functions such as mailings, call campaigns, answering phones, greeting clients, filing, maintaining break areas, ordering supplies, and all other duties as assigned

Please do not apply for this position unless you have:

  • Minimum 5 years of experience in an advisory or brokerage firm
  • Exceptional client service and hospitality skills
  • Ability to multitask and skillfully manage a fluctuating workload
  • Excellent verbal and written communication
  • Strong working knowledge of Microsoft Office suite

Candidate with the following preferred:

  • Series 7 or 6, Series 63 or 65
  • Redtail CRM, Albridge and/or Pershing experience
  • Notary
  • Working knowledge of insurance, annuities, TPMM, PCRAs, QRPs, pensions
  • Working knowledge of the custodian Pershing, LLC

Compensation and Benefits:

  • Full-time, salaried position; salary depends on experience and licensing
  • Base salary plus monthly achievement-based bonuses
  • PTO, plus an additional paid day off for your birthday. (Additional PTO awarded through tenure.)
  • 9 paid holidays per year
  • Summer Hours in June & July
  • 401(k) with 4% match after 1-year of service
  • Monthly awards of cash & prizes for selfless Team Players
  • Annual $2k tuition reimbursement available after 6 months of service

Interested candidates should submit their income requirements, cover letter & resume.

About Wilde Wealth Management Group:
Wilde Wealth Management Group is an award-winning independent advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Independent Investment Advisors, Certified Financial Planners(TM), Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes as among “The Most Dependable Wealth Managers in the Southwest” and has been named to Barron’s “List of Top 1,000 Advisors” annually for a decade. Currently, Wilde Wealth Management Group has more than $3.4 Billion in assets under management and 7 offices across Arizona located in Scottsdale, Glendale, Sun City, Chandler, Payson, Sedona, and Tucson.