Sr Client Service Administrator - Stock Plan Services
Westlake or Phoenix
$36-$43/hrHybridFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
4+ YOEBachelor's degree or equivalent experience, strong organization and client-service judgment, Microsoft Office proficiency, and 4+ years preferred in customer service, financial services, benefits, or equity compensation.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Schwab EquiView
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.
Tuba City Regional Health Care Corporation: Provides comprehensive medical care for Native American communities.
0.5+ YOEHigh school diploma or GED, six months of fast-paced office experience, Microsoft Office proficiency, 40 WPM typing, customer service skills, and BLS from AHA within 90 days of hire.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, electronic health record, EHR, NIOSH-approved N95 filtering facepiece respirator, PPE
Edward Jones: Provides personalized financial advice and wealth management services.
Requires client service, account management, administrative, communication, analytical, and computer skills, with willingness to learn financial services and firm-provided software.
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
3+ YOEBachelor's degree required; 3+ years trust administration, financial services, or client service experience; fiduciary knowledge, attention to detail, client service, risk/compliance awareness, and strong communication skills.
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
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; knowledge of financial products, strong interpersonal and organizational skills; Series 7 and Series 66 or Series 63+65 preferred; advanced Microsoft Office skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
LaborFirst: Provides retiree benefits management and healthcare advocacy services.
4+ YOEHigh school diploma, AZ Health license, 4+ years in customer/client service or benefits administration in healthcare or call center, strong written/verbal skills, Microsoft Word/Excel proficiency, Salesforce experience preferred.
Synergy HomeCare: Providing non-medical in-home care and companionship for seniors.
1+ YOEOne year home care experience preferred; Associates degree or 5 years in customer service; strong communication and time management skills; CPR/First Aid/TB/Level 1 FCC required within 60 days of hire.
Cordell & Cordell: Providing domestic litigation and family law legal services.
High school diploma or GED preferred experience in a law, medical, or professional office, strong communication and client service skills, organization, multitasking, and Microsoft Office proficiency.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Case Management System
Omni Hotels & Resorts: Operates luxury hotels, resorts, and golf courses globally.
Provide administrative and operational support for catering and conference services, coordinate event documentation and communication, assist with planning and client coordination.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEProvide client service and administrative support to financial advisors, execute transactions, onboard and maintain client accounts, and support digital tool enrollment. Series 7/63/65/66 licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
1+ YOERequires 1+ year in an office or customer service environment, Microsoft Office proficiency, strong communication, organization, multitasking, relationship-building, and ability to obtain an Arizona property and casualty producer license within 90 days.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, eMMA, Sagitta, ImageRight, AIS, AINS
Cadden Community Management: Provides administrative and financial management for community associations.
2+ YOEHigh school diploma, 2+ years receptionist/administrative or 1-2 years customer service experience, strong communication, multitasking, spreadsheet and word-processing knowledge, experience with Vantaca and multi-line phone systems.
BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
1+ YOEAssociate or Bachelor's degree (or equivalent experience), 1+ years in financial services or retirement plan administration, knowledge of retirement plans and regulations, strong organization, communication, and data integrity skills, proficiency in Microsoft Office and CRM systems.
Blue Trust: Wealth management and financial planning using biblical principles.
5+ YOEFive to seven years in administrative support, customer service, or accounting; Bachelor's degree strongly preferred; proficiency in Quicken/QuickBooks and Microsoft Office; strong communication, organizational, and problem-solving skills.
Quicken, QuickBooks, Microsoft Excel, Microsoft Word
Client Experience Team Leader In Home Senior Care Green Valley
Green Valley, Arizona, United States
$55k-$75k/yrOnsiteFull Time
Right at Home of Southern Arizona: Provides personalized in-home care for seniors and veterans.
1+ YOELead a small administrative team, manage caregivers and client relationships, grow service hours and revenue, hire/onboard/train staff, and ensure high client/caregiver satisfaction.