369 client services manager jobs at 184 companies in Tempe, AZ
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eDiscovery Client Services Manager
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.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOE3+ MgmtPeople manager with 3+ years leading teams (10+), 1+ year in strategy/operations, 2+ years Excel experience; strong communication, analytical, and risk management skills.
BAYADA Home Health Care: Provides professional home health care and nursing services.
Experience in client service or home care, strong computer and communication skills, ability to manage caseloads, coordinate scheduling, grow referrals, and supervise field staff. Bachelor’s degree or equivalent experience in healthcare preferred.
Cambridge Investment Research: Provides broker-dealer and investment advisory services to financial professionals.
4+ YOE4+ years in financial services or wealth management, Series 7 required, Bachelors preferred, strong client service, communication, analytical and planning support skills, ability to use CRM and portfolio reporting.
Priority Ambulance: Provides emergency medical transportation and dispatch services nationwide.
Valid Arizona driver\u0002s license and good driving record, client/relationship management experience, strong interpersonal and communication skills, EMS knowledge preferred, college degree preferred.
Chandler or Arizona or Wisconsin or Nebraska or Colorado
HybridFull Time
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
10+ YOE5+ Mgmt10+ years accounting/CAS experience, 5+ years leadership in CAS, proven practice-building and client advisory skills, strong accounting and payroll knowledge; CPA preferred.
Vanguard: Provides mutual funds, ETFs, and investment management services.
5+ YOE5+ years related experience, supervisory experience preferred. Undergraduate degree or equivalent required; graduate preferred. Direct experience with Vanguard Workplace Solutions or Advice & Wealth Management required. CFE may be required.
Client Service Manager (Specialist), Retirement Plan Services
Westlake or Austin or Phoenix
$51k-$68k/yrHybridFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree or equivalent experience, strong written and oral communication, Excel/Word/Access/PowerPoint proficiency, client service experience, ability to manage multiple workflows and analyze data.
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint
BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
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.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEBachelor's degree with 5+ years in client service/claims management; proficient in MS Office; healthcare client experience preferred; Life & Health Insurance licensing.
Save the Family Foundation of Arizona: Provides housing and support services to homeless families.
Provide front-desk customer service and program assistance, manage phones and visitor flow, perform data entry and basic reporting, use Microsoft Office, maintain confidentiality, valid AZ driver's license and fingerprint clearance required.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Clin-Path Associates: Providing specialized pathology and diagnostic laboratory services in Arizona.
Provide front-line phone and customer service, manage accounts and databases, schedule specimen pickups, set up user accounts, follow HIPAA and regulatory requirements, and perform clerical duties. High school diploma and Microsoft Office experience required.
Luxury Presence: AI growth platform for real estate agents and brokerages.
5+ YOE2+ Mgmt2+ years managing a support or product/client team and 5+ years client support experience; experience in startup/high-growth, people development, data-driven decision making, Salesforce familiarity, and AI-forward mindset.
Charlotte or Chicago or Plano or Indianapolis or Irvine or Tempe
$105k-$165k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
6+ YOE6+ years client-facing experience, knowledge of Treasury Services/Custom Card products, data analytics and change management, project management, people management and coaching, strong presentation and influencing skills.
Eide Bailly: A certified public accounting and business advisory firm.
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.