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.
2mo
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Client Service Associate
Chandler, Arizona, United States
OnsiteFull Time
1+ YOEMinimum 1 year client servicing or banking/financial experience; proficient in Word and Excel.
Microsoft Word, Microsoft Excel
1mo
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Client Service Associate
Tempe, Arizona, United States
OnsiteFull Time
3+ YOE3+ years of client-facing experience; data analytics, change management, project management; strong communication, leadership and relationship-building skills.
2w
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Registered Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
3+ YOEProvide client support, open accounts, process money movements, enter financial plan data, use CRM and financial planning software; SIE/Series 7/63 required; 3+ years industry experience.
Client Relationship Management (CRM) software, financial planning software, Microsoft Office 365
2mo
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Registered Client Service Associate
Scottsdale, Arizona, United States
OnsiteFull Time
High school diploma or equivalent; active Series 7 and Series 66 (or Series 63 and Series 65); 2+ years industry experience preferred; strong client service, Microsoft Office, and financial product knowledge.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2mo
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Associate Client Manager
Phoenix, Arizona, United States
HybridFull Time
1+ YOEBachelor's degree and 1 year marketing, sales, or sales support experience with strong communication, presentation, negotiation, and analytical skills.
Marketing analytics tools, IRI, Nielsen
2w
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Client Services Associate
Phoenix or Tempe or Mesa or Glendale
$17-$22/hr HybridFull Time
Bilingual Spanish/English required, high school diploma/GED, fingerprint clearance card, EHR and Microsoft Office proficiency; scheduling or call center and behavioral health experience preferred.
Electronic Health Record, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Associate Client Advisor
Walnut Creek or Scottsdale or San Diego
$100k-$110k/yr RemoteFull Time
3+ YOEUndergraduate degree and 3+ years experience (institutional investment management or investment banking preferred). Strong analytical, communication and project management skills; product knowledge in Fixed Income, Equities, Alternatives preferred. Series 7 and 63 required within 90 days; CFA charter expected to be pursued if not started.
CRM
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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Client Onboarding Associate
Phoenix, Arizona, United States
OnsiteFull Time
Bachelor's degree typical with less than 1 year professional experience; attention to detail, AML/KYC knowledge, effective communication, multitasking, and decision-making skills.
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
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
2mo
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Part Time Seasonal Client Associate - Chandler AZ
Chandler, Arizona, United States
OnsitePart Time
1+ YOEMinimum 1 year experience in client services; part-time; able to work weekends, evenings and holidays; proficient with POS and Microsoft applications; strong communication; ability to work independently.
Microsoft Applications, POS systems
2w
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Client Service Associate, Wealth Management
Scottsdale, Arizona, United States
HybridFull Time
2+ YOEBachelor's degree preferred; 0-3 years (2+ preferred) in financial services or client service; Series 65/SIE/Series 7/Series 66 preferred; Microsoft Office proficiency; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Service Associate II
Phoenix or Dallas or Coppell
$19/hr RemoteFull Time
0+ YOEHigh-volume inbound call handling for mortgage servicing and property insurance; strong communication, analytical skills, Microsoft Office/Excel proficiency; HS/GED preferred; 0–2 years customer service or mortgage experience preferred; must be authorized to work in the U.S.
Microsoft Office, Microsoft Excel
4w
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Senior Client Services Associate
Phoenix or Denver
$75k-$90k/yr HybridFull Time
3+ YOE3+ years financial industry experience (including 2 in relationship management), bachelor’s preferred, MS-Office required, Salesforce preferred, retirement industry knowledge/certification preferred, strong communication and attention to detail.
Microsoft Office, Salesforce
1w
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Client Service Associate, TPS (Emerging Middle Market)
Tempe, Arizona, United States
$54k-$100k/yr OnsiteFull Time
3+ YOE3–5 years client service or financial services experience preferred; bachelor’s degree preferred; intermediate proficiency in product knowledge, regulatory compliance, data analysis/reporting, document management, and Microsoft Office.
Microsoft Office, Document Management, Data Analysis Reporting
2w
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Associate, Client Support, Treasury Management
Tempe, Arizona, United States
$48k-$76k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent, 2+ years client servicing experience with Treasury Management products, strong analytical, organizational, sales, communication, and negotiation skills.
2mo
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Associate, Client Management (July Start)
Phoenix, Arizona, United States
HybridFull Time
Bachelor’s degree or relevant equivalent experience; strong communication; proactive problem-solving; highly organized; foreign language skills a plus; prior sales/recruiting/management experience welcomed; authorized to work in the United States.
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