103 client services team jobs at 48 companies in Peoria, 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.
New York City or Austin or King of Prussia or Scottsdale
$65k-$75k/yrHybridFull Time
Vestwell: Digital infrastructure for workplace retirement and savings programs.
Requires team leadership, client service, multitasking, time management, Excel or Google Sheets, Word or Google Docs, Adobe Acrobat, numerical accuracy, and strong communication. Financial services experience and industry credentials are extras.
Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat
Vanguard: Global investment management and financial services provider.
3+ YOEBachelor’s degree or equivalent experience, 3+ years in financial services, client service operations, contact center leadership, or related work, with coaching, performance management, analytical, and communication skills.
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.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Coordinates client and pet flow through a veterinary hospital, supports team productivity, communicates with clients and associates, and delivers welcoming, efficient service.
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOEBachelor's or equivalent, minimum 3 years in financial services or contact center leadership, people management and coaching experience, strong analytics and communication skills, Microsoft Office proficiency.
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.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOERequires data analytics, change management, project management, reporting, presentation, negotiation, organizational, strategic thinking, and team-building skills, plus 3+ years of client-facing experience.
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.
Reliance Partners: Provides commercial insurance and risk management for transportation companies.
Strong verbal and written communication, organization, time management, attention to detail, Microsoft Office proficiency, and ability to work effectively within a team.
agency management system (AMS), Zendesk, Microsoft Office
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
1+ YOEContact-center team lead with 1-2 years client service experience and 1+ year people management; strong problem-solving, time management, verbal/written communication, and ability to handle escalations.
Google Sheets, Google Slides, Google Docs, Google Drive