139 client services team jobs at 50 companies in Gilbert, AZ
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PWM Client Services Team Leader
Scottsdale or Boise or Las Vegas
$76k-$89k/yrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOE1+ MgmtBachelor's degree or equivalent experience; typically 5+ years banking experience with at least 1 year managing a team; strong communication, accountability, and issue-resolution skills.
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.
Vanguard: Provides mutual funds, ETFs, and investment management services.
5+ YOEMinimum five years related experience, leadership to coach teams, strong analytical and decision-making skills, operations experience preferred, effective communication and stakeholder management, balance risk mitigation with client experience.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and in teams, integrity, desire to help others; remote interview via Zoom.
Goodyear or Wisconsin or Arizona 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,knowledge of accounting standards and payroll,proven practice-building and team leadership;CPA preferred.
VeraLogics: IT services firm specializing in managed SAP and cloud solutions.
Proven experience leading SAP support/managed services teams, hands-on SAP troubleshooting across modules, familiarity with cloud/SAP hosting, service management tools, SAP certification and ITIL experience, strong client communication.
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
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.
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
7+ YOE5+ MgmtBachelor's degree required; 5+ years team leadership in wealth management; 7+ years client service/contact center/financial services experience; FINRA Series 7 and 24 required; strong communication, analytical, and coaching skills.
Cardone Ventures: Provides strategic consulting and growth services to business owners.
10+ YOE5+ MgmtCPA license and 10+ years of public accounting or tax advisory experience, including 5+ years in leadership. Requires expertise in business and individual taxation, practice building, client advisory, and team development.
Cardone Ventures: Provides business consulting, management training, and strategic growth coaching.
10+ YOE5+ MgmtCPA license and 10+ years in public accounting or tax advisory, including 5+ years in leadership. Requires deep tax expertise, practice-building experience, and ability to lead teams and advise business clients.
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.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
KeringEuronext Paris: KER: Global luxury group managing renowned fashion, jewelry, and eyewear brands.
Leadership in retail or luxury hospitality, strong sales and client service skills, ability to train and motivate teams, proficiency with retail tools, excellent English communication and interpersonal skills.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
5+ Mgmt5+ years leading and developing others; SIE and Series 99 or Series 7 licensing (or ability to obtain within 90 days); experience managing phone/customer service teams preferred; strong Excel, PowerPoint, and Tableau skills; organizational and critical thinking abilities.
Phoenix/Las Vegas Client Service Manager - Water, Wastewater
Phoenix or Las Vegas or Walnut Creek
$117k-$159k/yrHybridFull Time
Brown and Caldwell: Provides environmental engineering services for water and infrastructure systems.
10+ YOELead sales and client growth for water/wastewater markets; typically 10+ years in environmental consulting; bachelor\u0002s degree required; PE preferred; proven business development, client management, and team leadership; Microsoft Project/Excel proficiency.
Microsoft Word, Microsoft Outlook, Microsoft Project, Microsoft Excel, Microsoft PowerPoint
1+ YOEConduct initial assessments, manage AHCCCS insurance benefits, coordinate with clinical teams, document aftercare and group activity, and have at least 1 year case management experience with AHCCCS/justice-involved/underhoused populations.
Microsoft Office, HEA+, Electronic medical record systems
Des Moines or Austin or Dallas or Florida or Kansas City or Lenexa or Omaha or Phoenix or St Louis or South Carolina or Raleigh
HybridFull Time
LightEdge: Provides hybrid cloud, colocation, and managed IT infrastructure services.
15+ YOE10+ Mgmt15+ years B2B technology/managed services sales with 10+ years leading quota-carrying teams; experience with IT infrastructure, cloud, colocation, IBM Power or VMware; proven sales methodology and forecasting skills; strong executive communication.