Apache Junction • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Apache Junction • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Apache Junction • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Apache Junction • 50 milesRemote · Hybrid · Onsite · Field · All Environments
2mo
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Client Accounting Services Associate
Phoenix, Arizona, United States
HybridFull Time
Bachelor’s degree preferred; CPA or CMA license preferred but not required; strong ledger knowledge and Microsoft Office proficiency.
Microsoft Office, QuickBooks
1w
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Client Associate/Registered Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
Bachelor's degree or job-related experience, strong verbal/written communication and client service skills, attention to detail, willingness to obtain Series 7 and 66 (or 63/65) licenses within 12 months.
2w
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Client Service Associate
Phoenix, Arizona, United States
$60k-$70k/yr HybridFull Time
0+ YOEHigh school diploma required; bachelor’s in finance/accounting/economics preferred. 0–2 years paraplanning or financial planning experience; CFP/Series licenses preferred or willingness to obtain. Proficient in Outlook, Word, Excel, PowerPoint.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Client Service Associate
Scottsdale, Arizona, United States
$60k-$75k/yr OnsiteFull Time
High school diploma required (bachelor's preferred); financial services experience or internship; strong PC skills with Microsoft Office, Salesforce/Redtail; eMoney experience a plus; excellent communication and analytical skills.
Microsoft Office, Salesforce, Redtail, eMoney
1w
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Registered Client Service Associate
Phoenix, Arizona, United States
OnsiteFull Time
Provide client service and administrative support to financial advisor teams; knowledge of financial products, strong communication, Microsoft Office skills, and industry licenses required.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
4d
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Wealth Management Client Associate (FP)
Gilbert, Arizona, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, ensure accuracy of materials, and promote banking solutions; enthusiastic self-starter with strong communication and computer skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Client Service Consultant
Tempe or Tulsa
OnsiteFull Time
4+ YOEAssociate's degree (Bachelor's preferred), 4–6 years banking experience (or 8–10 years combination), knowledge of commercial deposit account opening, CDD/beneficial ownership rules, and strong Excel and Word skills.
Microsoft Excel, Microsoft Word
4d
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1834 Wealth Client Exp Spec
Scottsdale, Arizona, United States
$62k-$122k/yr OnsiteFull Time
3+ YOE3–5 years wealth or financial services experience; Bachelor’s preferred (or Associate’s with 5+ years); proficiency in Microsoft Office and CRM (Salesforce preferred); strong communication, organization, and analytical skills.
Microsoft Office, Salesforce
1mo
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DIR, DINING SERVICES I - Onsemi - Scottsdale AZ
Scottsdale, Arizona, United States
OnsiteFull Time
3+ YOEOversee dining account operations, manage and lead associates, maintain client relations, create menus, manage P&L and budgets; 3-5 years foodservice experience preferred and BS in Hospitality/Culinary preferred.
2mo
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Associate Advisor
Scottsdale, Arizona, United States
$70k-$75k/yr OnsiteFull Time
2+ YOE2+ years in financial services or degree in financial planning; Bachelor's degree; FINRA Series 7 & 65 or willingness to obtain; CRM experience preferred; strong client management skills.
Redtail, LPL ClientWorks
1mo
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Associate, Investment Operations
San Francisco or New York City or Boulder or Alexandria or Winter Park or Atlanta or Austin or Scottsdale
$70k-$85k/yr HybridFull Time
1+ YOEBachelor's degree and 1-3 years financial services experience; strong client service orientation, attention to detail, knowledge of investment operations, AML/KYC, fund and custodian processes, effective communication and problem solving.
4d
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AZ Treasury Managment Sales Associate
Scottsdale, Arizona, United States
OnsiteFull Time
Supports TM sales, implementation, and client service; bachelor's degree preferred or equivalent TM/banking experience; strong sales support, reporting, and client communication skills.
20h
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Tax Experienced Associate, Business Incentives Group
Phoenix or Denver
$63k-$116k/yr OnsiteFull Time
1+ YOEBachelor's degree required, 1+ year related experience, strong communication, project management, and client service skills; advanced Microsoft Excel preferred.
Microsoft Word, Microsoft Excel
1w
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Registered Associate II
Tempe, Arizona, United States
OnsiteFull Time
3+ YOEClient servicing, account onboarding, trade execution; thorough knowledge of investment products; FINRA SIE, Series 7 and 63/65 or 66 required; college degree preferred; 3+ years client-facing financial services experience preferred; authorized to work in the U.S.
Microsoft Office, Wealthscape, Morningstar Analytics, Thomson ONE
4w
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Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix
Phoenix or Boise or Houston or Salt Lake City
OnsiteFull Time
4+ YOE4+ years in financial services/wealth operations or client service, HS diploma required (college strongly preferred), Series 7/66 (or 63/65) and life & health licensing preferred, Salesforce FSC and Copilot proficiency, strong communication and problem-solving.
Salesforce Financial Services Cloud, Copilot
1mo
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School Finance Manager
Chandler, Arizona, United States
OnsiteFull Time
9+ YOE2+ Mgmt6-9 years of work experience; expert Excel, financial modeling, forecasting; client services experience; Bachelor's degree required; Master's preferred; 2-3 years as Associate Client Manager.
Microsoft Excel, Financial Modeling, Forecasting
2mo
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Chubb Customer Center Account Executive
Whitehouse Station or Phoenix or O Fallon
$55k-$74k/yr OnsiteFull Time
Active Property & Casualty license; Associate degree or equivalent experience; experience in personal lines operations/agency/underwriting/marketing; strong client service and communication; MS Office proficiency; organized, multi-tasking; independent and team-oriented.
Microsoft Office, Word, Excel
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