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27 client operations specialist jobs at 18 companies in Arizona

1mo
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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
Baker Tilly
Baker Tilly: Leading advisory, tax, and assurance firm.
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
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2w
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Client Service Specialist
Gilbert, Arizona, United States
HybridFull Time
Ameriprise Financial, Inc.
Ameriprise Financial, Inc.NYSE: AMP: Diversified financial services providing financial planning, advice, and asset management.
1+ YOEAssociate degree or equivalent and 1–3 years of relevant experience required. Requires professionalism, confidentiality, communication, multitasking, client service, and financial advisor practice knowledge.
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1mo
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Client Service Specialist I (Hybrid)
Phoenix or Cottonwood Heights
HybridFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Financial institution providing personal, business, and commercial banking services.
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.
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Operations Specialist
Mesa, Arizona, United States
$65k-$75k/yr OnsiteFull Time
Public Safety Financial/Galloway
Public Safety Financial/Galloway: A financial services firm providing wealth management and advisory services to public safety professionals.
2+ YOE2+ years operations or client service experience in financial services or regulated industry; strong attention to detail, organizational skills, Microsoft Office proficiency, written and verbal communication, and ability to follow procedures.
Microsoft Office Suite
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1w
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Client Services Specialist II
Tempe, Arizona, United States
OnsiteFull Time
Kestra Financial
Kestra Financial: Private U.S. wealth-management platform and independent broker-dealer/RIA supporting financial advisors with investment, insurance, technology, and practice services.
2+ YOERequires 2+ years of client service experience in financial services, banking, or operations, plus strong judgment, discretion, solution orientation, and written and verbal communication skills.
AdvisorComplete, Wealthscape, Salesforce
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1w
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Client Services Specialist II
Tempe, Arizona, United States
OnsiteFull Time
Kestra Financial
Kestra Financial: Private U.S. wealth-management platform and independent broker-dealer/RIA supporting financial advisors with investment, insurance, technology, and practice services.
2+ YOERequires 2+ years of client service experience in financial services, banking, or operations, plus strong judgment, discretion, communication, rapport-building, and solution-oriented service skills.
AdvisorComplete, Wealthscape, Salesforce
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3w
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Client Solution Specialist - Corporate Banking
Denver or Phoenix or Los Angeles
$41k-$75k/yr OnsiteFull Time
PNC Financial Services Group
PNC Financial Services GroupNYSE: PNC: Diversified financial services providing banking and investment solutions.
3+ YOEAssociate degree or equivalent and typically 3+ years of related experience or product knowledge; strong communication, accuracy, critical thinking, customer support, and relationship management skills.
Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), Financial Industry Regulatory Authority (FINRA)
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2mo
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Retirement Plan Operations Onboarding Specialist
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Benetrends Financial
Benetrends Financial: Private U.S. financial services funding entrepreneurs, franchisees, startups, and small businesses.
Organized, detail-oriented specialist to coordinate ROBS onboarding: client communication, documentation review, stock issuance support, SBA lender packages; Microsoft Office and CRM proficiency; financial services/onboarding experience preferred.
Microsoft Office, CRM
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1w
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Consumer Digital Client Care Specialist
Chandler, Arizona, United States
OnsiteFull Time
Western Alliance Bancorporation
Western Alliance BancorporationNYSE: WAL: A national bank holding providing diverse commercial financial services.
1+ YOERequires 1+ year related customer service, banking operations, or treasury experience, high school diploma, banking product knowledge, regulatory awareness, and advanced verbal and written communication skills.
Remote Deposit Capture, ACH, Positive Pay, Reverse Positive Pay, Wires
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3mo
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Operations Processing Specialist
Scottsdale or Atlanta or La Vista or Oakdale or St. Petersburg
$43k-$48k/yr OnsiteFull Time
Osaic
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
1+ YOEProcess brokerage documents with accuracy, review for completeness, ensure regulatory compliance, and support client account transfers. Strong attention to detail and communication required.
Excel, Word, Outlook, Internet, Envestnet Wealth Management Platform
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3w
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
Accenture
AccentureNYSE: ACN: Global professional services delivering 360° value.
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
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1w
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Premier Client Support Specialist – Gainey/Scottsdale (AZ)
Scottsdale or Arizona
OnsiteFull Time
National Bank of Arizona
National Bank of Arizona: Arizona community bank providing personal, business, wealth-management, and nonprofit banking services to individuals and businesses.
1+ YOEHigh school diploma or equivalent and 1+ year of banking operations, customer service, administrative support, or related experience. Requires NMLS federal registration under the SAFE Act.
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1w
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Jr. Client Coordinator/AHCCCS Field Specialist
Phoenix, Arizona, United States
FieldFull Time
Emblem Home Health & Hospice
Emblem Home Health & Hospice: Private Pennant-owned home health, hospice, and home-care provider serving patients and families in Arizona.
High school diploma, healthcare or home care operations experience, Arizona Medicaid and AHCCCS knowledge, strong communication and documentation skills, driver's license, reliable transportation, and ability to obtain required credentials.
Opeeka, G-Drive
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3mo
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Benefit Specialist - AZ, On Site
Chandler, Arizona, United States
OnsiteFull Time
Vensure Employer Solutions
Vensure Employer Solutions: Provider of HR technology, managed services, and global BPO.
2+ YOEOpen Enrollment Benefit Specialist with 2-5 years group benefit experience, associates degree, on-site role in Chandler, AZ; manages open enrollment, HRIS and client communications.
HRIS, Microsoft Office
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2mo
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Retirement Plan Operations Onboarding Specialist
Lansdale or Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Benetrends Financial
Benetrends Financial: Private U.S. financial services funding entrepreneurs, franchisees, startups, and small businesses.
Strong attention to detail, client communication, documentation review, Microsoft Office proficiency, ability to manage multiple priorities, discretion with sensitive data; experience in financial services or retirement plan onboarding preferred.
Microsoft Office
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1w
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Small Business Support Specialist 1 - Tempe, AZ
Tempe, Arizona, United States
$20-$26/hr OnsiteFull Time
U.S. Bank
U.S. BankNew York Stock Exchange: USB: Diversified financial services and banking institution.
2+ YOEAssociate degree or equivalent experience and 2–3+ years in banking, client service, operational support, lending support, or small business banking; requires client service, organizational, communication, and systems skills.
Salesforce, Fusion, nCino, Hogan, AFS, WebKYC, Microsoft Office
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2w
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Sr. Onboarding Specialist - SaaS (Remote)
Oak Brook or Alabama or Arizona or Florida or Georgia or Iowa or Illinois or Indiana or Michigan or Minnesota or Missouri or North Carolina or Nebraska or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or West Virginia
$80k-$100k/yr RemoteFull Time
Inspira Financial
Inspira Financial: Privately owned financial-services administrator serving employers, institutions, advisors, and individuals with health, wealth, retirement, and benefits solutions.
5+ YOERequires 5 years of client service or relationship management experience, strong communication and problem-solving skills, Microsoft Office proficiency, and Consumer Directed Health Benefits experience. College degree preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook
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4d
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Prescription Experience Specialist
Alabama or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Kansas or Louisiana or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Nevada or New Hampshire or New Jersey or New York or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin
RemoteFull Time
Generator Health
Generator Health: Healthcare operations technology using human expertise and AI to streamline prescription access for patients and providers.
Client-facing experience, analytical problem-solving, operational rigor, healthcare background preferred, complex case management, prioritization, data comfort, and ability to learn software and resolve ambiguous problems.
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3w
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Licensed Investment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZ
Chicago or Columbus or Plano or San Antonio or Tempe
$25-$34/hr HybridFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
1+ YOEActive Series 7 and Series 63 registration, strong compliance record, client service and communication skills, ability to manage multiple priorities in a fast-paced environment.
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