Client Service & Operations Specialist
Revolt Financial
A fast-growing financial services firm is hiring a Client Service Associate to support a high-performing advisory team. The role involves direct client interaction, managing inquiries, and administrative tasks. Ideal candidates are proactive, organized, and have a client-first mindset, preferably with 3+ years in a similar capacity. This position offers a base salary between $50,000 and $55,000, along with bonus opportunities tied to team and revenue growth. A chance to impact clients and thrive in a dynamic environment awaits. #J-18808-Ljbffr Revolt Financial
- Insurance Administrative Solutions, L.l.c. is seeking a Client Services Specialist in Scottsdale, AZ, to enhance operations and reporting for the Quantum Group. The role involves supporting issuance and processing of fixed annuity products, preparing reports, and providing...Suggested
- ...Job Description Join Our Team as an Operations Specialist at Amwins Self-Funded! Are you ready... ...to ensure data accuracy across client records, contracts, and reporting tools... ...year of experience in operations, client services, or administrative support is required...SuggestedWork experience placementWork at officeWork from homeFlexible hours2 days per week
$65k - $75k
...seeking a highly organized and motivated Compliance & Operations Specialist to join our team in Scottsdale, AZ. This position... ...compliance program, while also assisting advisors and clients with operational and service-related needs as a secondary responsibility. The...SuggestedFull timeWork at office$50k - $72k
Parallel Advisors in Scottsdale is seeking an Operations Associate to join their team. This role involves optimizing the client experience and managing operational needs... ...two to five years of experience in financial services. The position offers a hybrid work schedule...Suggested- National Calibration, located in Scottsdale, Arizona, is seeking a motivated Customer Service Representative. This role is essential for ensuring a smooth experience for clients from equipment receipt to shipment. The ideal candidate will excel in communication, organization...SuggestedWork at office
- Parallel Advisors, LLC is seeking an Operations Associate for their Scottsdale office to enhance client account processes while following a hybrid work schedule. This role involves optimizing client operations and supporting financial advisors through onboarding and account...Work at office
$43k - $48k
...Osaic Careers Customer Service Opportunity in Financial Services Operations Processing Specialist New Graduates Will Be Considered Locations: Atlanta: 230... ...reviewing, validating, and processing a variety of client account requestsincluding account openings,...Full timeWork experience placementInternshipWork at office- ...Operations Coordinator At Tiffany, our employees honor every special moment in our customer's lives and every unique gift that commemorates... ...of house operations in a Tiffany store. Provide excellent client service and partners with store leadership on key initiatives which...Night shift
$50k - $72k
Job Description The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture... ...Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients, working closely with financial advisors...Work experience placementWork at office- Operations Associate Join a fast‑growing Registered Investment Advisor firm with a culture of entrepreneurship, education... ...Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. The role works closely with financial...Work experience placementWork at office
- ..., N.A. is seeking a full-time Payment Operations Specialist to manage wire transfers, ACH tasks, and... ...is preferred to support diverse clients in a regulated banking setting. Responsibilities... ...while delivering accurate, timely service to internal teams and customers. #J-1...Full time
$10k
...for an accommodation or an alternative application process. Operations Support Specialist Full Time Rustburg, VA, US 6 days ago Requisition ID: 1136... .... While communicating and partnering with our sales and service teams, you will work to ensure each customer has a positive...Full timeWork experience placementSeasonal workWork at officeLocal areaRelocation packageFlexible hours$70k - $75k
...Uplinq Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving... ...provide proactive, high-quality accounting services to our clients. From real estate... ...Administrator. You will oversee day-to-day operations across payroll, benefits, equipment management...Remote jobFor contractorsWork at officeFlexible hours- ...banking, risk, and fraud management services. Connecting businesses to their customers... ...journey! Your Mission As a Channel Operations & Support Specialist, you will manage operational... ...most of the time, as work colleagues, clients, and strategic suppliers are geographically...Local areaFlexible hours
- RadNet, Inc. is seeking an Operations Associate responsible for shipping and receiving stock, inventory control, and ensuring products... ...stores. The ideal candidate will excel in collaboration, customer service, and multitasking in a fast-paced environment. This role...Work at officeWeekend work
$21.63 per hour
...Real Estate Operations Coordinator The Real Estate Operations Coordinator must deliver exceptional customer service through expert handling of our customers' (real estate agents)... ...must interact with all customers and clients in a professional manner and leave a lasting...Hourly payWork at officeMonday to Friday- ...Client Services Specialist – Scottsdale, AZ We are looking for a Client Services Specialist to support day‑to‑day operations and reporting for the Quantum Group. Overview Reporting to the Operations Director, this role assists with reporting, processing, and providing...Local area
$109.6k - $191.7k
...Scottsdale, AZ We are seeking a high‑impact Operations Manager to lead end‑to‑end delivery for... ..., regulatory compliance, and superior service delivery at scale. As a key leader... ...accountability, continuous improvement, and client‑centric delivery. What You’ll Be Doing Drive...Work at officeLocal areaFlexible hours- ...seeking a Contract Support Associate in Scottsdale, AZ, to provide exceptional customer service and administrative support. In this role, you will manage service delivery, respond to client inquiries, and ensure compliance with contracts. The ideal candidate has a High...Contract workWork at office
- ...Payment Operations Specialist Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full... ...followed to minimize loss to the Bank, while maintaining quality service. This role has frequent contact with internal and external...Daily paidFull timeTemporary workWork experience placement
$20.46 - $28.25 per hour
...adjust work schedules in response to department or clinical needs. Qualifications High school diploma or GED and one year of customer service experience required, such as administrative, physician's office, appointment scheduler or retail/service industry. Requires...Full timeWork at officeVisa sponsorshipFlexible hours$64k - $88k
...What The Role Is The Operations Specialist I will play a key role in assisting the Operations Manager and Operations Engineer by assuring the highest level of safety, reliability, and environmental standards while optimizing asset production and profitability. The Operations...Full timeH1bRemote workRelocationShift workNight shiftRotating shift- ...Client Services Specialist The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing... ...solutions with strategic marketing, advanced planning and operations support, helping advisors realize their vision and achieve...Temporary work
- Vanguard is seeking a Client Service Excellence Center associate to connect with clients via inbound phone calls, assisting with account-related needs and guiding them through life’s biggest moments. This role is remote after completing our required hybrid licensing and...Remote job
- MidFirst Bank in Scottsdale, Arizona is hiring for a customer service position in the Private Banking group. The role focuses on delivering high-quality service to clients and managing deposit accounts. Responsibilities include opening accounts, handling inquiries, and...
$55k
...for an opportunity with a growing company, great leadership and fun co-workers, Trajan Wealth is the company for you! The Client Service Specialist is responsible for processing service items for existing Trajan® Wealth clients while providing excellent customer service...Temporary workWork at office- Key Wealth Management is seeking a Registered Client Associate to support financial advisors and staff at the Scottsdale, AZ office. You will handle client inquiries, account information, meeting scheduling, and data entry for financial plans, leveraging CRM systems and...Work at office
- ...data-backed decision-making, and compelling brand positioning. We are seeking a highly organized, systems-minded Marketing Operations Specialist to support the execution, coordination, and operational efficiency of the marketing department. This role plays a critical part...Full timeWork at officeMonday to Friday
$23.55 per hour
...A leading firm in financial services is looking for a Retirement Plan Specialist to work remotely. In this role, you will assist clients with 401(k) plans, ensuring compliance with government regulations and helping clients understand their accounts. The position requires...Hourly payRemote work$64k - $88k
Clearway Energy Group in Scottsdale, Arizona is seeking an Operations Specialist I to support all real-time reporting and monitoring activities for its utility fleet. The role demands SCADA experience and requires working rotating shifts to ensure continuous operations....Rotating shift
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