1,683 client experience jobs at 607 companies in Surprise, AZ
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Head of Vanguard Client Experience Research
Malvern or Charlotte or Dallas or Fort Worth or Scottsdale
HybridFull Time
Vanguard: Provides mutual funds, ETFs, and investment management services.
8+ YOEGraduate degree preferred; minimum 8 years in user/client experience or design research; demonstrated leadership, qualitative and quantitative methods, strategy setting, and executive communication.
Fort Mill or Charlotte or New York City or Boston or Tempe
$98k-$163k/yrOnsiteFull Time
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
5+ YOE3+ MgmtSeries 7 required within 90 days; 5+ years finance experience in service/operations/compliance; 3+ years leadership; broker-dealer/custodian service experience; strong communication and strategic problem-solving.
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
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
Client Care Scheduler (Home Care Experience Highly Preferred)
Mesa, Arizona, United States
$19-$22/hrOnsiteFull Time
Endeavor Home Care: Providing personalized, compassionate in-home care services for seniors.
Managing client and caregiver schedules, handling call-outs and shift changes, participating in on-call rotation, answering phones, monitoring caregiver activity via Verizon Connect System, reviewing timesheets, and strong communication and organization.
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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.
Nuvant Consulting Group: Provides strategic business consulting and personalized financial advisory services.
High-school or college preferred; strong verbal communication, organized, CRM experience, comfortable working from home; sales/appointment-setting or client-facing experience a plus.
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
1+ YOE1–3 years accounting experience; college degree in Finance/Accounting preferred; experience with Yardi or MRI preferred; strong MS Office skills; analytical, communication, and client-focus skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking offerings, and use technology platforms; SIE/Series7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5+ YOE5+ years in client experience/feedback operations, 3+ years in wealth management, experience with feedback systems/CRM/case management, strong communication, judgment, and collaboration; bachelor’s degree preferred.
Community Medical Services: Provides outpatient medication-assisted treatment for opioid use disorders.
High school diploma or equivalent; ability to patrol clinic grounds, engage clients respectfully, enforce policies, de-escalate conflicts, and maintain confidentiality (HIPAA/42 CFR Part 2).
TDIndustries: Provides mechanical, electrical, and plumbing construction and facility services.
5+ YOE5+ years experience in client relationship management or construction operations; Bachelor\u0002s preferred; strong communication, problem-solving, and CRM (HubSpot, Salesforce) experience; knowledge of construction delivery and performance metrics.
Cambridge Investment Research: Provides broker-dealer and investment advisory services to financial professionals.
Provide operational and administrative support to financial professionals and clients, process account activities, research and resolve inquiries, and follow policies and procedures.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Provide front-desk client service for a veterinary hospital including greeting clients, answering phones, scheduling, payments, product/service education, and medical record management.
Old National BankNASDAQ: ONB: Regional financial services provider offering banking and wealth solutions.
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.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEBachelor's degree with 5+ years in client service/claims management; proficient in MS Office; healthcare client experience preferred; Life & Health Insurance licensing.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOEProvide exceptional client service, manage client/pet flow, perform administrative tasks, use clinic software and Microsoft Office, and handle transactions; high school diploma preferred and one year customer service experience required.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Holmes Murphy: Provides insurance brokerage and risk management consulting services.
Sales experience (preferably employee benefits); ability to obtain/retain state-specific insurance agent license within 90 days; college degree preferred; client relationship, sales, and team collaboration skills.