Supports advisors and clients with account maintenance, documentation, scheduling, and workflow tasks; strong organization, communication, and multitasking; bachelor's degree or equivalent experience preferred.
Current: AI-powered platform for independent accounting and advisory firms.
7+ YOE7+ years in client service or relationship management within CPA or professional services firms; experience supporting high-net-worth clients; strong communication, judgment, organization; CPA preferred; MBA or advanced credentials strongly preferred.
Kinghorn Law | Financial: Provides integrated estate planning and financial advisory services.
1+ YOE1+ year professional office/customer service experience, Microsoft Office proficiency, strong communication, organization, and client-facing skills; ability to work business hours with occasional weekends/evenings.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Deliver front-desk customer service, schedule appointments, process payments, manage medical records, educate clients on basic pet care, and maintain a clean facility.
The Mahoney Group: A premier insurance agency founded in 1915 that provides commercial-lines client services and risk management solutions.
10+ YOERequires 10+ years national or large account experience, state property & casualty license, 1+ year Applied EPIC experience, strong communication and presentation skills, Microsoft Office proficiency, and ability to manage renewals and client relationships.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEHigh school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65 preferred. Two+ years industry experience preferred. Advanced Microsoft Office skills and strong client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Tucson Indian Center: Providing health, wellness, and social services to Native Americans.
1+ YOEFront-desk customer service role requiring 1–2 years experience, excellent communication, multi-line phone and office software proficiency, ability to handle confidential client information and perform light physical tasks.
Microsoft Office Suite, Google, Webex, Microsoft Teams
TMC Health: Non-profit healthcare system providing medical services in Southern Arizona.
0.5+ YOEHigh school diploma/GED, six months customer service experience required (laboratory preferred). Strong communication, advanced computer skills, multitasking, knowledge of lab tests/orders, and ability to handle and communicate test results.
HIS, personal computer, calculator, fax machine, copy machine
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelors degree and 3+ years relevant experience; strong banking/product knowledge, relationship management, sales skills; FINRA licenses and life & health insurance preferred.
Tucson Electric PowerNew York Stock Exchange: FTS: Provider of electricity generation, transmission, and distribution services.
Pursuing an IT/MIS/CS degree, available 20–40 hrs/wk, strong communication, critical thinking, Microsoft Office knowledge, ability to handle sensitive information and meet deadlines.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Must hold or be willing to obtain a life and/or health insurance license; strong communication, interpersonal, self-motivation, CRM and basic computer skills required.
Client Services Representative Sahuaro Vista Veterinary Clinic
Oro Valley or Tucson
OnsiteFull Time, Part Time
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
Exceptional customer service experience required; veterinary or medical front desk experience preferred. Must multitask, learn new software, manage phones/payments, update electronic medical records, and communicate clearly.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEHigh school diploma, 5+ years retail banking experience, NMLS registration required, BSA/Reg Z compliance; strong client relationship, sales, and digital product skills.
Client Service Associate/Teller (40 Hours) - Oro Valley (AZ)
Oro Valley, Arizona, United States
$17-$22/hrOnsiteFull Time
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
High school diploma or equivalent, cashiering/customer service or balancing experience, basic math and teller skills, ability to cross-sell bank products; bilingual English/Spanish preferred.
Arizona Rehab Campus: Operates addiction treatment facilities and mental health care programs.
High school diploma, strong communication and de-escalation skills, basic computer (Microsoft Office/email/scheduling), HIPAA awareness, CPR/FA within 30 days, fingerprint clearance or application within 7 days, TB screening, drug/background clearances.
Bring your client, earn more- Join Stand Out Home Care
Tucson or Arizona
$16-$18/hrFieldFull Time, Part Time
Stand Out Home Care: Delivering compassionate in-home nursing and personal care services.
0+ YOEMust already be providing care for a family member/friend who is enrolled or eligible for ALTCS, live in Arizona, be 18+, pass a background check, complete onboarding and DSW training, and provide valid ID/proof of residence.