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.
Baird: Employee-owned financial services firm providing wealth and asset management.
2+ YOERequires 2+ years of industry or administrative experience, active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses, Microsoft Office proficiency, communication, organization, compliance, and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, X
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOERequires 2+ years of industry or administrative experience, active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses, Microsoft Office proficiency, communication, organizational, analytical, and compliance skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, X
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
1+ YOEBachelor's degree in business or equivalent experience, 1+ year of technology or managed print customer service experience, administrative, analytical, database, MS Office, communication, and problem-solving skills.
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
Edward Jones Generations® Client Concierge Specialist
Scottsdale, Arizona, United States
OnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
5+ YOEBachelor’s degree in business or related field or equivalent experience; 5+ years at a financial services firm preferred. Series 7 and 66 preferred or obtainable within 9 months.
Premier Client Support Specialist – Gainey/Scottsdale (AZ)
Scottsdale or Arizona
OnsiteFull Time
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
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.
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.
INTERNAL ONLY ABC Academy Clinic Admissions Associate
Gilbert, Arizona, United States
$19-$22/hrOnsiteFull Time
Action Behavior Centers: A provider of Applied Behavior Analysis therapy for children with autism and their families.
1+ YOERequires 1–2 years of administrative, customer service, client relations, or related experience, plus a high school diploma or GED. A bachelor's degree is preferred.
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
1+ YOEHigh school diploma, 1+ year preferred in office, data entry, or administrative work, strong organization and communication skills, financial report analysis, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Advisor Complete
Town of Gilbert: Providing municipal services and public safety to the community.
4+ YOERequires a high school diploma or GED and 4–7 years of comparable experience. Duties require confidential recordkeeping, crisis-sensitive client service, referral coordination, and communication with partner agencies.
multi-line phone system, donation database, Microsoft Excel
HomeSmart: Technology-driven real estate brokerage providing mortgage and title services.
Updating MLS and marketing websites, reviewing and updating transaction documents, entering data into client databases and transaction management systems, coordinating vendors, and delivering exceptional customer service.
Subaru Superstore of Surprise: Automotive dealership offering new and used vehicle sales.
Provide high-level customer service, greet clients, answer calls, take messages, perform light clerical tasks, and maintain a professional appearance; Microsoft Word and Outlook skills preferred.
IV Nutrition: Provides personalized intravenous nutrient therapy and wellness clinical services.
1+ YOEArizona-licensed RN with ≥1 year clinical experience, IV therapy administration preferred, strong communication, organization, and client-service skills.
Arden Trust Company: Provides personalized trust administration and fiduciary services for families.
Leadership and supervisory experience in trust administration or private banking; knowledge of trust account administration, specialized assets, client service, compliance, and policy implementation.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOERequires 2+ years of brokerage or financial services client-facing or operations experience, MS Office experience, strong communication, organization, multitasking, and adaptability. Estate or legal administration experience preferred.
Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, Microsoft Word