4w
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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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Client Support Specialist
Mesa, Arizona, United States
OnsiteFull Time
1+ YOECustomer-facing support role requiring 1+ year customer service experience in technology/managed print, BA/BS or equivalent preferred, strong communication, analytical and MS Office skills, ability to travel as needed.
EzMPS Database, Dynamics, Customer Portal, EDA, BLI, Zoom Search, Microsoft Office
1mo
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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/yr RemoteFull Time
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.
Relativity
1mo
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Client Support & Benefits Representative
Phoenix, Arizona, United States
RemoteFull Time, Part Time
Insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivated, able to work independently, basic computer skills for CRM and client management.
CRM
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.
1mo
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IT End User Support Client Engineering Manager
Chandler or Colorado Springs or United States
HybridFull Time
8+ YOE2+ MgmtBachelor's degree or equivalent experience, 8+ years in end user support/desktop engineering, 2+ years supervising technical teams, strong Windows and Microsoft 365 experience, expertise with endpoint management (Intune, SCCM/MECM, Jamf), and strong communication.
Windows, Microsoft 365, Microsoft Intune, Microsoft Endpoint Configuration Manager (SCCM/MECM), Jamf, Windows Autopilot, Apple Business Manager, ITIL
1mo
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CSR - Coordinator (Client Support Rep)
Peoria, Arizona, United States
OnsiteFull Time
2+ YOE2+ years customer service or administrative experience preferred; strong CRM and Microsoft Office skills; excellent written/verbal communication; ability to follow procedures, manage multiple tasks, and pass a background check.
CRM, Microsoft Office
2w
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Manager, Client Compensation
Fort Mill or Tempe
$77k-$128k/yr OnsiteFull Time
5+ MgmtLead a team supporting advisors on compensation and commission operations; requires 5+ years managing people, licensing (SIE, Series 99/7) or ability to obtain, Excel and reporting experience, strong leadership and critical thinking.
Microsoft Excel, Microsoft PowerPoint, Tableau
3w
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Wealth Management Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking offerings, and use technology platforms; SIE/Series7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Success Officer
Chicago or Charlotte or Tempe or Plano
$105k-$165k/yr OnsiteFull Time
5+ YOEBachelor's degree or 5+ years experience in Business Operations/Client Services/Sales Support; knowledge of treasury products; client escalation management; project coordination; proficiency with Microsoft Project/PowerPoint/Excel and collaboration tools.
Microsoft Office, Microsoft Project, Microsoft PowerPoint, Microsoft Excel, WebEx, Zoom
1mo
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Client Services Consultant
West Des Moines or Fairfield or Phoenix
HybridFull Time
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.
2mo
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Client Service Coordinator
Chandler, Arizona, United States
$50k-$56k/yr OnsiteFull Time
1+ YOEOne year home care experience preferred; Associates degree or 5 years in customer service; strong communication and time management skills; CPR/First Aid/TB/Level 1 FCC required within 60 days of hire.
2w
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Wealth Management Client Associate (FP)
Gilbert, Arizona, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, ensure accuracy of materials, and promote banking solutions; enthusiastic self-starter with strong communication and computer skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Delivery Technical Professional II
Chicago or Tempe
$84k-$103k/yr HybridFull Time
Technical support for treasury management systems; strong knowledge of payment file formats (SWIFT, ISO20022, NACHA, BAI2, etc.), troubleshooting, ITIL, Salesforce case management, network/multi-factor token experience, and client-facing communication.
TXT, CSV, XML, EDI, BAI2, NACHA, SWIFT MT, ISO 20022, CAMT, Chrome, Edge, ITIL Management, Salesforce Case Management, Multifactor Tokens, BofA CashPro, CitiDirect, HSBCnet, JPM Access, BNY Mellon, Bottomline Technologies, Finastra
2mo
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Client Accounting Supervisor
Chandler, Arizona, United States
OnsiteFull Time
5+ YOEFive to seven years in administrative support, customer service, or accounting; Bachelor's degree strongly preferred; proficiency in Quicken/QuickBooks and Microsoft Office; strong communication, organizational, and problem-solving skills.
Quicken, QuickBooks, Microsoft Excel, Microsoft Word
5d
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Treasury Management Support Analyst
Charlotte or Des Moines or Irving or Chandler or Minneapolis
$29-$48/hr HybridFull Time
2+ YOE2+ years treasury management sales support experience or equivalent; knowledge of treasury products, sales support, implementation, client support, and strong communication, analytical, and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3w
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Transition Support Partner
Fort Mill or Charlotte or San Diego or Austin or Tempe
$31-$51/hr OnsiteFull Time
2+ YOE2+ years in financial services or client-facing role, ability to travel 50-60%, strong presentation and communication skills, proficiency with Microsoft Word/Excel/PowerPoint/Outlook and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce
1w
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Talent Manager (Administrative & Customer Support)
Phoenix, Arizona, United States
HybridFull Time
2+ YOEExperience in business development, recruiting and client relationship management; BA/BS preferred; 1+ years admin/customer support experience preferred; 2+ years business development experience; Microsoft Windows, Microsoft Office, Salesforce familiarity.
Microsoft Windows, Microsoft Office, Salesforce
1w
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Technical Support Analyst
Phoenix, Arizona, United States
OnsiteFull Time
2+ YOEProvide client-facing account support, manage projects and change requests, use CRM and web tools, communicate with cross-functional teams; 2+ years customer service experience and bachelor's degree or equivalent.
Microsoft Office, CRM
1w
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Transmission Section Manager
Phoenix, Arizona, United States
OnsiteFull Time
10+ YOEManage transmission section operations, staff development, project production, marketing support, and client engagement; bachelor's degree and 10+ years experience required.
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