2+ YOE2+ years client service experience in financial services, strong judgment, excellent written and verbal communication, ability to handle complex client needs and collaborate across teams.
Indeed: Online employment platform for job seekers and employers.
2+ YOE2+ years related experience; experience in online advertising/SEM/PPC preferred; consultative client approach, strong communication, ability to handle high inbound volume and collaborate with product and ops teams.
Osaic: Provides wealth management services to independent financial advisors.
1+ YOE1+ year customer service; high school diploma; strong communication; proficient in MS Office; willingness to work in hybrid schedule at multiple hubs.
Certus Pest: Provides pest control services for residential and commercial properties.
1+ YOEHigh school diploma/GED,1+ year office experience,customer service skills,ability to learn software,must pass background and drug screen,attention to detail and communication skills.
FEATURE: Sells curated luxury streetwear, exclusive sneakers, and private-label apparel.
2+ YOERequires 2–3 years of retail sales or client service experience, customer-focused communication skills, organization, initiative, adaptability, and the ability to work independently and collaboratively.
American Income Life: Provides supplemental life and health insurance to working families.
Remote role supporting members via phone/video; requires strong verbal communication, organization, self-motivation, customer-service orientation, and willingness to learn through provided training.
Chandler or Los Angeles or Denver or Las Vegas or Houston or Midvale or Seattle
$20-$29/hrOnsiteFull Time
Zions BancorporationNASDAQ: ZION: Provides banking, lending, and financial services to customers.
1+ YOEHigh school diploma or equivalent,1+ years banking/treasury or IT support experience,knowledge of treasury products,customer service,problem solving,and ability to train clients.
Treasury Internet Banking, Remote Deposit, Positive Pay, ACH, Receivables Online, E-Invoicing and Payments, Outsourced Disbursements
Edward Jones Generations® Client Concierge Specialist
Scottsdale, Arizona, United States
$63k/yrHybridFull Time
Edward Jones: Provides personalized financial advice and wealth management services.
5+ YOEBachelor’s degree in business or related field or equivalent experience; 5+ years at a financial services firm preferred. Series 7 and 66, insurance license, and advanced designations preferred.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Active Series 7 and 63 and 65 (or Series 7 and 66) required; bachelor’s preferred; 3+ years industry experience preferred; strong MS Office skills and institutional/alternative investments knowledge.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
Client Support Specialist - Greater Phoenix, AZ Area (REMOTE)
Arizona or Scottsdale or Glendale or Phoenix or Tucson or Chandler or Peoria
RemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOESeries 7 required; Series 63 required or obtainable within 90 days; 2–3 years of financial services experience; customer support, problem resolution, communication, financial planning, and organizational skills.
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.
Redemption Psychiatry: Physician-led psychiatric group specializing in advanced mental health treatments.
High school diploma or equivalent, fluent English, strong written and verbal communication, Windows and Microsoft Office proficiency, and HIPAA and HITECH compliance. One year relevant experience preferred.
Microsoft Windows, Microsoft Office, HIPAA, HITECH
Old National Bank: Provides personal and business banking and wealth management services.
3+ YOE3–5 years in wealth management or financial services, bachelor’s preferred (or associate +5 years), proficiency in Microsoft Office and CRM (Salesforce), strong communication, analytical and organizational skills.
Modern Wealth Management: Provides personalized financial planning and investment management services.
2+ YOEBachelor's degree in business/finance/marketing,2+ years client-facing experience in financial services,CRM experience (Salesforce),strong communication and client coordination skills.
Life TimeNYSE: LTH: Operates premium athletic country clubs and lifestyle resorts.
High school diploma/GED, certified personal trainer, CPR/AED, knowledge of assisted stretching and recovery techniques, ability to lift up to 50 lbs, deliver demonstrations, document client programs, and provide excellent member service.
Security Industry Specialists: Provides specialized security solutions for corporations and high-profile clients.
High school diploma; must obtain and maintain state Guard Certification and client certifications; strong interpersonal skills; professional appearance and grooming.
Community Bridges: Provides integrated behavioral health and addiction treatment services.
1+ YOEWork in the field with SMI clients to develop independent living skills; requires high school/GED, AZ driver\u0019s license, clear MVR, fingerprint clearance, BHT, CPRP within 12 months; 1+ year behavioral health experience preferred.
BENEFITS AND ELIGIBILITY SPECIALIST (ELIGIBILITY INTERVIEWER)
Chandler, Arizona, United States
$19-$39k/hrOnsiteFull Time
State of Arizona: Provides public administration and social services for Arizona residents.
1+ YOEOne year of eligibility review or customer service experience preferred, plus high school diploma or GED; requires computer proficiency, communication, math, decision-making, and client interview skills.