1,026 client management jobs at 432 companies in Phoenix, AZ
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Wealth Management Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
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
VisasQ/ColemanTokyo Stock Exchange: 4490: Connects organizations with global experts for primary research insights.
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.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOE1+ MgmtBachelor's degree with 5+ years client service/claims management; OR HS/GED with 10+ years; 1+ year supervisory; Life & Health Licensing; preferred: productivity and client service improvements experience; leadership in matrix environment.
The James Agency: Marketing agency focused on client services.
2+ YOE1-3 years agency or client services experience; highly organized; strong communication; ability to manage multiple projects with tight deadlines.
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.
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.
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.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOE3+ MgmtPeople manager with 3+ years leading teams (10+), 1+ year in strategy/operations, 2+ years Excel experience; strong communication, analytical, and risk management skills.
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.
Atlanta or Philadelphia or Boston or Hartford or Dallas or Houston or Tempe
OnsiteFull Time
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
10+ YOE10+ years surety and client management experience, surety program management, strong technical product knowledge, negotiation and communication skills, leadership and analytical ability, and ability to obtain/maintain required industry 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