2w
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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
2d
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Client Associate Kierland Commons
Scottsdale, Arizona, United States
$17-$19/hr OnsitePart Time
1+ YOEMinimum 1 year client-services experience; proficient with Microsoft Applications and POS; strong communication; ability to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
2d
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Client Associate Kierland Commons
Scottsdale, Arizona, United States
OnsitePart Time
1+ YOEMinimum 1 year client-service experience; proficient with Microsoft Applications and point-of-sale (POS) systems; strong written/verbal communication; ability to work weekends, evenings and holidays.
Microsoft Applications, point-of-sale (POS) systems
2d
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Client Service Associate
Tempe, Arizona, United States
OnsiteFull Time
3+ YOE3+ years client-facing experience; skills in data analytics, change management, project execution, reporting, and strong verbal/written/presentation skills.
Google G suites, Microsoft Office, Zoom
3w
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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
4d
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Registered Client Service Associate
Scottsdale, Arizona, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to financial advisors, execute transactions, onboard and maintain client accounts, and support digital tool enrollment. Series 7/63/65/66 licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1d
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
2w
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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.
3w
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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
4d
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Client Services Associate
Phoenix or Phoenix or Tempe or Mesa or Glendale
$22/hr RemoteFull Time
Bilingual Spanish/English, high school diploma/GED, able to pass background check for Fingerprint Clearance Card, EHR and Microsoft Office proficiency, prior scheduling/call-center or behavioral health experience preferred.
Electronic Health Record, Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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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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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
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
3w
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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.
4d
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Associate, Client Management (September Start)
Phoenix, Arizona, United States
HybridFull Time
Bachelor's or equivalent experience, strong verbal/written communication, proactive problem-solving, organizational skills, US work authorization required.
1mo
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PEO Client Advocate
Tempe or Phoenix or Irving
$24-$38/hr OnsiteFull Time
3+ YOEAssociate degree required (Bachelor's preferred), 3 years relationship management or customer service experience, strong communication, advocacy, confidentiality, client education, and process-improvement skills.
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
2mo
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Client Accounting Services Associate
Phoenix, Arizona, United States
HybridFull Time
Bachelor’s degree in accounting preferred; CPA or CMA license preferred but not required. Knowledge of general ledger and accounting principles; proficiency with MS Office, QuickBooks; ability to manage multiple projects and meet deadlines.
Microsoft Office, QuickBooks
1w
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Treasury Management Commercial Client Experience Representative
Newport Beach or Troy or Scottsdale or New York
$51k-$83k/yr OnsiteFull Time
2+ YOEAssociates degree (or equivalent) and 2+ years related banking experience; proficiency with treasury/deposit products, KYC/AML, Microsoft Word/Excel/PowerPoint, strong client service and compliance focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint