2w
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Client Services Associate
Phoenix or Tempe or Mesa or Glendale
$17-$22/hr HybridFull Time
Bilingual Spanish/English required, high school diploma/GED, fingerprint clearance card, EHR and Microsoft Office proficiency; scheduling or call center and behavioral health experience preferred.
Electronic Health Record, Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Senior Client Services Associate
Phoenix or Denver
$75k-$90k/yr HybridFull Time
3+ YOE3+ years financial industry experience (including 2 in relationship management), bachelor’s preferred, MS-Office required, Salesforce preferred, retirement industry knowledge/certification preferred, strong communication and attention to detail.
Microsoft Office, Salesforce
2mo
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Client Accounting Services Associate
Phoenix, Arizona, United States
HybridFull Time
Bachelor’s degree in accounting preferred; CPA or CMA license preferred but not required. Knowledge of general ledger and accounting principles; proficiency with MS Office, QuickBooks; ability to manage multiple projects and meet deadlines.
Microsoft Office, QuickBooks
2mo
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Client Accounting Services Associate
Phoenix, Arizona, United States
HybridFull Time
Bachelor’s degree preferred; CPA or CMA license preferred but not required; strong ledger knowledge and Microsoft Office proficiency.
Microsoft Office, QuickBooks
1w
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Client Associate/Registered Client Associate
Phoenix, Arizona, United States
OnsiteFull Time
Bachelor’s degree or job-related experience; strong verbal and written communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months.
2mo
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Client Service Associate
Chandler, Arizona, United States
OnsiteFull Time
1+ YOEMinimum 1 year client servicing or banking/financial experience; proficient in Word and Excel.
Microsoft Word, Microsoft Excel
1w
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Associate, Core Service - International Client Services (Mandarin and/or Cantonese)
Phoenix, Arizona, United States
$52k-$56k/yr OnsiteFull Time
2+ YOEBilingual Mandarin/Cantonese and English, Series 7 & 63 required or must obtain, client service and trading support experience, strong communication and schedule adherence.
1d
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Client Service Associate
Irvine or Tempe
$70k-$88k/yr OnsiteFull Time
3+ YOE3+ years client-facing experience, data analytics and change management, project management, strong communication and presentation skills; treasury services knowledge preferred; BS preferred.
Google G suites, Microsoft Office
2mo
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Registered Client Service Associate
Scottsdale, Arizona, United States
OnsiteFull Time
High school diploma or equivalent; active Series 7 and Series 66 (or Series 63 and Series 65); 2+ years industry experience preferred; strong client service, Microsoft Office, and financial product knowledge.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
4w
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Client Services Sales Support
Chandler, Arizona, United States
$44k-$70k/yr HybridFull Time
3+ YOEAssociate degree + 3 years relevant experience or high school + 5 years; order management, sales support, data tracking and reporting, strong analytical and communication skills, ability to work independently and mentor junior staff.
2w
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Client Service Associate (Scottsdale, AZ)
Scottsdale, Arizona, United States
OnsiteFull Time
0+ YOEHigh school diploma, client service experience in securities or related industry preferred, proficiency with CRM and Microsoft Excel, strong communication, organizational and problem-solving skills.
Client Relationship Management (CRM), Microsoft Excel
1mo
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Client Service Associate
Scottsdale, Arizona, United States
$60k-$75k/yr OnsiteFull Time
High school diploma required (bachelor's preferred); financial services experience or internship; strong PC skills with Microsoft Office, Salesforce/Redtail; eMoney experience a plus; excellent communication and analytical skills.
Microsoft Office, Salesforce, Redtail, eMoney
4w
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Client Service Associate II
Phoenix or Dallas or Coppell
$19/hr RemoteFull Time
0+ YOEHigh-volume inbound call handling for mortgage servicing and property insurance; strong communication, analytical skills, Microsoft Office/Excel proficiency; HS/GED preferred; 0–2 years customer service or mortgage experience preferred; must be authorized to work in the U.S.
Microsoft Office, Microsoft Excel
3mo
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PT Seasonal Client Associate - Scottsdale, AZ
Scottsdale, Arizona, United States
OnsitePart Time
1+ YOEPart-time; 1+ year client services; in-store sales experience; proficient with MS apps and POS; strong communication; ability to work weekends/evenings/holidays.
Microsoft Office, POS systems
1w
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Registered Client Service Associate
Phoenix, Arizona, United States
OnsiteFull Time
Provide client service and administrative support to financial advisor teams; knowledge of financial products, strong communication, Microsoft Office skills, and industry licenses required.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2w
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Client Service Associate, Wealth Management
Scottsdale, Arizona, United States
HybridFull Time
2+ YOEBachelor's degree preferred; 0-3 years (2+ preferred) in financial services or client service; Series 65/SIE/Series 7/Series 66 preferred; Microsoft Office proficiency; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Client Service Associate, TPS (Emerging Middle Market)
Tempe, Arizona, United States
$54k-$100k/yr OnsiteFull Time
3+ YOE3–5 years client service or financial services experience preferred; bachelor’s degree preferred; intermediate proficiency in product knowledge, regulatory compliance, data analysis/reporting, document management, and Microsoft Office.
Microsoft Office, Document Management, Data Analysis Reporting
2w
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Client Service Associate
Phoenix, Arizona, United States
$60k-$70k/yr HybridFull Time
0+ YOEHigh school diploma required; bachelor’s in finance/accounting/economics preferred. 0–2 years paraplanning or financial planning experience; CFP/Series licenses preferred or willingness to obtain. Proficient in Outlook, Word, Excel, PowerPoint.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
4d
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Senior Associate, Financial Services
New York City or Austin or King of Prussia or Scottsdale
$60k-$70k/yr HybridFull Time
2+ YOE2+ years in retirement or financial services client-facing roles; strong customer service, critical thinking, and time management; proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat.
Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat
2w
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Associate, Client Support, Treasury Management
Tempe, Arizona, United States
$48k-$76k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent, 2+ years client servicing experience with Treasury Management products, strong analytical, organizational, sales, communication, and negotiation skills.
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