2mo
Save
Mark Applied
Hide
Senior Director, Head of Client Operations - Phoenix, Hybrid
Phoenix, Arizona, United States
$115k/yr HybridFull Time
10+ YOE5+ Mgmt10+ years financial services experience; leadership of client service/operations or billing teams; strong knowledge of RIA/TAMP/custodian workflows; process improvement; bachelor’s degree, advanced degree preferred.
RIA platform, Billing software, Custodian systems, Data reconciliation
2w
Save
Mark Applied
Hide
Temporary Client Operations Specialist - Tax
Phoenix or Columbus or Eau Claire or Albuquerque or Indianapolis or Appleton or United States
$18-$34/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year related experience, proficiency with Microsoft Office, strong attention to detail, communication and organizational skills; may require overtime and limited travel.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
Save
Mark Applied
Hide
Client Success Officer
Charlotte or Chicago or Tempe or Plano or Indianapolis
$105k-$165k/yr OnsiteFull Time
5+ YOEBachelor’s degree or 5+ years equivalent experience in business operations/client services; knowledge of treasury products; client management and problem resolution skills; Microsoft Project/PowerPoint/Excel and collaboration tools; PMP preferred.
Microsoft Project, Microsoft PowerPoint, Microsoft Excel, WebEx, Zoom
1w
Save
Mark Applied
Hide
Client Advisor, Operations Expert
Scottsdale, Arizona, United States
OnsiteFull Time
3+ YOEProven retail sales experience with individual targets, strong customer service, operational accuracy, Microsoft Word and Excel proficiency, ability to lift 25 lbs, and organized attention to detail.
Microsoft Word, Microsoft Excel
1mo
Save
Mark Applied
Hide
Client Relationship Manager, Servicing
Tempe, Arizona, United States
RemoteFull Time
5+ YOE5+ years in loan servicing, client management, servicing operations, or related financial services; bachelor’s degree preferred.
Excel, Business intelligence platforms, AI-assisted tools, operational analytics
4d
Save
Mark Applied
Hide
Fraud Client Services Manager
Charlotte or Scottsdale or Malvern
HybridFull Time
5+ YOEMinimum five years related experience, leadership to coach teams, strong analytical and decision-making skills, operations experience preferred, effective communication and stakeholder management, balance risk mitigation with client experience.
4d
Save
Mark Applied
Hide
Client Services Manager
Renton or Hodgkins or Aurora or Clifton or Baltimore or Orlando or Phoenix or Cedar Hill or Las Vegas or Lithia Springs
FieldFull Time
2+ YOECoordinate and oversee tradeshow production, manage client relationships, budget and invoice management; 2 years tradeshow/hospitality experience preferred, college degree preferred.
onPeak, GES
2w
Save
Mark Applied
Hide
Client Service Specialist I (Hybrid)
Phoenix or Cottonwood Heights
HybridFull Time
1+ YOEBachelor's+1 year or HS/GED+2 years in banking, customer service, or operations; ability to onboard clients, research and resolve inquiries, and follow regulatory procedures.
2mo
Save
Mark Applied
Hide
Operations Advisor
Scottsdale, Arizona, United States
$110k-$140k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience; 5+ years managing or influencing business operations; deep home services operations knowledge preferred; data-driven, financial literacy, coaching, and client advisory skills.
ServiceTitan, Jobber, Housecall Pro, R3 Assessment
1mo
Save
Mark Applied
Hide
Vice President, Client Processing
Tempe or Phoenix
OnsiteFull Time
10+ YOE10+ Mgmt10+ years operations leadership in financial services, proven experience leading 100+ agents, dispute/chargeback expertise (Reg E/Reg Z), BPO/vendor management, operation buildout experience, executive communication, onsite in Phoenix with ≤10% travel.
2w
Save
Mark Applied
Hide
Operations Specialist
Scottsdale, Arizona, United States
HybridFull Time
1+ YOE1+ year operations, client services, or administrative experience; bachelor’s degree preferred; strong organization, communication, and Microsoft Office skills; insurance industry experience a plus.
Amlink, Compass App, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
Save
Mark Applied
Hide
Lead Client Coordinator
Gilbert, Arizona, United States
OnsiteFull Time
2+ YOEHigh school diploma required; 2+ years customer service experience; POS experience required; Microsoft Office, HubSpot, Zenoti preferred; availability for nights, weekends, holidays; ability to sit for prolonged periods.
Microsoft Office, HubSpot, Zenoti, Point of Sale
4w
Save
Mark Applied
Hide
Client Manager-Construction
Phoenix, Arizona, United States
OnsiteFull Time
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.
HubSpot, Salesforce
3mo
Save
Mark Applied
Hide
Client Manager - Commercial Lines
Scottsdale or Tucson
HybridFull Time
3+ YOE3+ years in commercial lines insurance; Arizona Property/Casualty license or license transfer; strong written and verbal communication; time management; relationship building; ability to work independently and in teams; proficient in Microsoft Office.
Microsoft Office, Outlook, Word, Excel, PowerPoint
2mo
Save
Mark Applied
Hide
Client Managers (Future Opportunities)
Phoenix or Chandler or Tucson
HybridFull Time
5+ YOEHigh school required; 5+ years insurance product lines experience; P/C or Life/Health license; CISR/CIC or similar; EPIC/Applied experience; strong communication and organizational skills.
EPIC, Applied (EPIC) CMS, Microsoft Office Suite, Zoom
2w
Save
Mark Applied
Hide
Director of Operations
Mesa, Arizona, United States
$100k-$120k/yr OnsiteFull Time
7+ YOE7+ MgmtPost-secondary degree in Business,7+ years contact center leadership,5+ years client relationship experience,experience with P&L and operational reporting,excellent communication and time management.
3mo
Save
Mark Applied
Hide
Client Executive, Property + Casualty
Phoenix, Arizona, United States
OnsiteFull Time
2+ YOE2+ years in insurance brokerage, risk management, operations, or sales; strong analytics, communication, and problem-solving; licensed Property & Casualty; bachelor’s degree.
Microsoft Office, Agency Management System, Document Management System
1w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Client Service Specialist II
Tempe, Arizona, United States
OnsiteFull Time
2+ YOE2+ years client service experience in financial services/banking or operations; strong judgment, discretion, written and verbal communication, and ability to navigate complex client needs.
AdvisorComplete, Wealthscape, Salesforce
2w
Save
Mark Applied
Hide
Wealth Servicing Operations Leader
Saint Paul or Atlanta or Knoxville or Charlotte or Milwaukee or Overland Park or Englewood or Saint Louis or Los Angeles or Fargo or Oshkosh or Gresham or Cincinnati or Tempe or Owensboro or Irving
$133k-$157k/yr OnsiteFull Time
Experience in wealth servicing or high-touch client operations with leadership in operations/contact centers, strong performance management, risk/compliance knowledge, and cross-functional influence; bachelor’s preferred.