970 client management jobs at 417 companies in Florence, AZ
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Wealth Client Management Consultant
Phoenix, Arizona, United States
OnsiteFull Time
CAPTRUST: Provides investment advisory and retirement plan consulting services.
5+ YOE5+ years client service experience in brokerage, investment advisory, or financial services; bachelor’s degree or equivalent; advanced Microsoft Office skills; strong communication, analytical, and organizational abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, PDF Editor
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, strong client focus, adaptability to technology, detail oriented, high school diploma or GED required; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEClient-service focused associate supporting Financial Advisors, with 1 year experience, strong communication, attention to detail, and proficiency with office software; FINRA licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
VisasQ/ColemanTokyo Stock Exchange: 4490: Connects organizations with global experts for primary research insights.
Bachelor's or equivalent experience, strong verbal/written communication, proactive problem-solving, organizational skills, US work authorization required.
Hub International: Provides global insurance brokerage and risk management services.
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
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
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
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree (or equivalent), 3+ years relevant experience, FINRA Series 7 and 66 (or 63 & 65) and life & health insurance license required, strong sales/relationship and risk-management skills.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
5+ YOE5+ years in client experience/feedback or operations, 3+ years in wealth management, experience with feedback systems/CRM/case management, bachelor’s or equivalent, strong communication and judgment skills.
J.P. Morgan Wealth Management - Associate, Client Safeguarding Lead
San Antonio or Tempe or Westerville or Chicago or Plano
$65k-$88k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEFINRA Series 7 and 63 required and able to maintain registration in all states; demonstrated fraud/EVP escalation judgment; strong risk/compliance mindset; excellent client communication and documentation skills; 2+ years financial services experience preferred.
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.
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.
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/yrHybridFull Time
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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.
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.