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Client Services Associate
Phoenix or Phoenix or Tempe or Mesa or Glendale
$22/hr RemoteFull Time
Bilingual Spanish/English, high school diploma/GED, able to pass background check for Fingerprint Clearance Card, EHR and Microsoft Office proficiency, prior scheduling/call-center or behavioral health experience preferred.
Electronic Health Record, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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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 preferred; CPA or CMA license preferred but not required; strong ledger knowledge and Microsoft Office proficiency.
Microsoft Office, QuickBooks
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
3w
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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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Client Service Associate
Tempe, Arizona, United States
OnsiteFull Time
3+ YOE3+ years client-facing experience, data analytics, project management, strong communication, ability to influence, reporting and presentation skills, knowledge of treasury services preferred.
Google G suites, Microsoft Office
3d
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Client Associate Kierland Commons
Scottsdale, Arizona, United States
$17-$19/hr OnsitePart Time
1+ YOEMinimum 1 year client-services experience; proficient with Microsoft Applications and POS; strong communication; ability to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
3d
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Client Associate Kierland Commons
Scottsdale, Arizona, United States
OnsitePart Time
1+ YOEMinimum 1 year client-service experience; proficient with Microsoft Applications and point-of-sale (POS) systems; strong written/verbal communication; ability to work weekends, evenings and holidays.
Microsoft Applications, point-of-sale (POS) systems
1mo
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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.
5d
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Registered Client Service Associate
Scottsdale, Arizona, United States
OnsiteFull Time
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
1mo
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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
3w
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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
2w
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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
3w
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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
3w
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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.
1mo
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PEO Client Advocate
Tempe or Phoenix or Irving
$24-$38/hr OnsiteFull Time
3+ YOEAssociate degree required (Bachelor's preferred), 3 years relationship management or customer service experience, strong communication, advocacy, confidentiality, client education, and process-improvement skills.
3d
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Registered Client Service Associate (Scottsdale, AZ)
Scottsdale, Arizona, United States
OnsiteFull Time
1+ YOE1+ years securities or related experience preferred; requires SIE and Series registrations (7,63,65/66 as required); proficiency with CRM and Excel; strong communication, multitasking, and industry knowledge.
Client Relationship Management (CRM) software, Excel
1w
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Treasury Management Commercial Client Experience Representative
Newport Beach or Troy or Scottsdale or New York
$51k-$83k/yr OnsiteFull Time
2+ YOEAssociates degree (or equivalent) and 2+ years related banking experience; proficiency with treasury/deposit products, KYC/AML, Microsoft Word/Excel/PowerPoint, strong client service and compliance focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2d
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Medical Client Service Representative
Tempe, Arizona, United States
$20-$23/hr OnsiteFull Time
3+ YOEAssociate or Bachelor's degree required, 3+ years customer service, 1+ year medical terminology experience, ability to type 40 WPM, strong computer skills, HIPAA compliance and excellent communication.
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