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.
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
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.
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
Edward Jones: Offers investment management and financial planning through local branches.
Providing administrative support to financial advisors, client service, account management, and use of MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and communication.
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
United States or Chicago or Austin or Tampa or Philadelphia or Salt Lake City or Providence or Atlanta or Raleigh or Nashville or Columbus or Phoenix
RemoteFull Time
RxVantage: Software platform connecting healthcare providers with life science resources.
Salesforce Service Cloud administration and certification, Zoom Contact Center or similar CCaaS experience, service data model knowledge, AI service applications, integrations, documentation, and cross-functional collaboration skills.
Salesforce Service Cloud, Zoom Contact Center, AI, CRM, CCaaS
Dedicated Client Liaison - On Site Tempe Arizona - 5 Days Per Week
Scottsdale or Tempe
$58k-$88k/yrOnsiteFull Time
Sun LifeToronto Stock Exchange: SLF: Provides insurance, retirement, and asset management services globally.
3+ YOEBilingual Spanish required; 3+ years related experience; knowledge of group insurance, disability/leave administration; Microsoft Office proficiency; strong communication and customer service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, On Demand Reporting Tool
Dedicated Client Liaison - On Site Tempe Arizona - 5 Days Per Week
Scottsdale or Tempe
$58k-$88k/yrOnsiteFull Time
Sun LifeNYSE: SLF: Provides insurance, wealth, and asset management solutions globally.
3+ YOEBilingual Spanish required, 3+ years related experience, thorough knowledge of group insurance, disability and leave administration, strong customer service and communication, Microsoft Office and reporting proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, On Demand Reporting Tool
Houston or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Seattle or Spartanburg or Albany or Stamford or Tampa or Toledo or Austin or Tulsa or Washington or Denver or Des Moines or Detroit or Boca Raton or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Indianapolis or Grand Rapids or Irvine or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Fayetteville or Melville or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or New York City or Philadelphia or Phoenix or Pittsburgh or Portland
$124k-$280k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
7+ YOEBachelor's degree and 7+ years' experience; Salesforce Administration and Lightning proficiency, business process modeling, systems project management, client consulting, analytical thinking, and team leadership.
Equity Methods: Provides financial reporting and valuation for equity compensation programs.
2+ YOE2+ years experience in stock plan administration preferred; experience with Carta/Shareworks/Equity Edge Online, strong attention to detail, SOX-compliance comfort, excellent client communication, and willingness to pursue CEP.