Client Service Specialist
Fwainvest
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 Microsoft Office tools. Ideal candidates have strong administration, attention to detail, and the ability to follow procedures. Industry experience and relevant licenses (SIE, Series 7, 63) are preferred. #J-18808-Ljbffr
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Client Service Specialist in Scottsdale, AZ vacancy
- ...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...SuggestedLocal area
Insurance Administrative Solutions
Scottsdale, AZ3 days ago $51.8k - $95.9k
...Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with... ...opportunities. Makes recommendations on products, pricing, and services; connects customer with experts based on financial decisions...SuggestedContract workTemporary workLocal areaBmo
Scottsdale, AZ10 hours ago- ...Client Services Specialist The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance solutions with strategic marketing, advanced planning and operations...SuggestedLocal area
$45k - $48k
...Osaic Careers Customer Service Opportunity in Financial Services Client Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale...SuggestedFull timeWork at office- ...Sweetepictravels is seeking a Remote Customer Support Team Lead to act as the primary liaison for clients, delivering top-tier service across channels and driving satisfaction from a home-based setting. The role emphasizes outbound outreach, HIPAA-compliant handling...SuggestedRemote workWork from home
Sweetepictravels
Scottsdale, AZ11 hours ago - ...Hospital, located in North Scottsdale, AZ is looking to hire a part-time ( Key Responsibilities: Focus on exceptional client service and communication skills Greet clients and pets with warmth and professionalism creating a lasting impression with the...Part timeWork at officeLocal areaMonday to Friday
NVA
Scottsdale, AZ4 days ago - ...efficiently. If you’re patient, organized, and customer-focused, this is a great opportunity to grow a career in customer support, client services, or account management. What You’ll Do Serve as the primary point of contact for customer questions and support needs Assist...Full time
FF Company
Scottsdale, AZ3 days ago - ...Job Title: Customer Service Representative/Marketing Location: Scottsdale, AZ Company: National Calibration Inc. Pay / Salary: DOE, Competitive... ...Service: Deliver exceptional customer service, ensuring all client inquiries are addressed promptly, professionally, and with a...Bi-weekly payWork at office
National Calibration Inc
Scottsdale, AZ3 days ago $20 - $22 per hour
..., to over 4,500 employees, and some 50 locations worldwide. Aircraft Management, Aircraft Sales, Charter, Completions, Government Services, FBO, Fixed and Rotary Wing Maintenance, and Staffing. Behind every seamless Jet Aviation experience, is a team of dedicated professionals...Hourly payFull timeTemporary workWorldwideFlexible hoursShift workAfternoon shift$17 - $20 per hour
...Client Service Representative GoodVets North Scottsdale - Scottsdale, AZ Who We Are: GoodVets is a nationwide network of modern animal hospitals, co-owned with local veterinarians who are passionate about delivering gold-standard care. We sit at the intersection of quality...Local areaFlexible hoursWeekend workAfternoon shiftGoodVets
Scottsdale, AZ3 days ago$18 - $21 per hour
...Client Relations Specialist (Front Desk Receptionist) We're hiring a Client Relations Specialist (Front Desk Receptionist) for our growing animal hospital. Salary: $18 - $21.00 / hour Benefits of being part of the Lovet team: 3 weeks of Paid Time Off in your first year...Work at officeLovet Pet Health Care
Scottsdale, AZ4 days ago$56.22k - $70.28k
...positively influence our culture, serve our clients and enrich our communities is essential... ...Opportunity: The Client Relationship Specialist ensures client satisfaction by... ...Appreciation and understanding of the financial services industry in order to make sound business...Full timePart timeWork experience placementWork at officeLocal areaFlexible hours$65k
...Client Services Representative Mission Wealth is hiring a growth-minded Client Services Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedule AND elevate your career in wealth management, working with a team...Full timeMission Wealth
Scottsdale, AZ2 days ago$56.22k - $70.28k
...Client Relationship Specialist The Client Relationship Specialist ensures client satisfaction by responding to inquiries from Multiple Employer... ...Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions. Learning...Part timeWork experience placementWork at officeLocal areaFlexible hoursVoya Financial
Scottsdale, AZ1 day ago$76k - $82k
...Advice Support Representative At Vanguard, we have a client-first mentality that we live and breathe every day through our mission,... ...Answer inbound calls, or work on case-based assignments to meet the service and trading needs of both Vanguard advisors and advised clients...Hourly payVanguard
Scottsdale, AZ5 days ago- ...Dreamstravelcr is seeking a Virtual Travel Client Services Coordinator to support clients throughout their travel journey and ensure they feel prepared for their trips. This role involves sharing helpful information and timely communication via email, phone, and chat....Remote work
Dreamstravelcr
Scottsdale, AZ10 hours ago - ...Louis Vuitton in Scottsdale is seeking a Client Advisor who is highly motivated, customer focused and passionate about creating memorable... ...as an ambassador for the Brand, guiding clients with tailored service and building lasting relationships through clienteling tools....
LVMH Group
Scottsdale, AZ5 days ago - ...About the job Client Services Consultant Hope's Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons, cruises, family vacations, and luxury getaways. We partner with top...Remote workWork from homeWorldwideFlexible hours
Hope's Global Getaways
Scottsdale, AZ4 days ago - ...Description Veterinary Client Service Representative Dynamite Animal Hospital 10031 E. Dynamite Blvd, Ste 100 Scottsdale, AZ, 85262 Be the First Friendly Face for Pets and Their People Dynamite Animal Hospital seeking a friendly, organized, and compassionate Veterinary...Full timeTemporary workFlexible hours
Thrive Pet Healthcare
Scottsdale, AZ2 days ago $19 - $21 per hour
...Part-Time Client Service Representative We are seeking an experienced Part-Time Client Service Representative to join our team at VCA McCormick Ranch Animal Hospital and Emergency Center. At VCA Animal Hospitals, we take our mission statement your pet's health is...Part timeVCA Animal Hospitals
Scottsdale, AZ5 days ago$60.5k - $81.5k
...Are you ready to help us redefine what exceptional client service looks like? Join our team of “crew” as a Client Service Excellence Center associate! At Vanguard, we have a client‑first mentality that we live and breathe every day through our mission, “to take a stand...Remote workThe Vanguard Group
Scottsdale, AZ3 days ago$100k - $110k
...differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you... ...with multiple Investment Teams, Marketing & Product, Client Service and Business Development to contribute to the team’s success in...Contract workPart timeWork experience placementLocal areaRemote workFlexible hoursVoya Investment Management
Scottsdale, AZ1 day ago$60.5k - $67.5k
...of our Scottsdale, AZ (85260) location. At Vanguard, we have a client-first mentality that we realize every day through our mission,... ...helping others and are seeking an opportunity to use your customer service experience to positively impact our investors, join our team of...Work at officeRemote work$15.15 per hour
...metabolism for up to 48 hours following the class. About The Role Client Specialists are the first line of contact at all Barry’s studios. As... ...with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients are warmly...Hourly payFull timePart timeLocal areaShift workNight shiftWeekend workDay shiftAfternoon shift$55k
...through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary... ...-workers, Trajan Wealth is the company for you! The Client Service Specialist is responsible for processing service items for existing...Temporary workWork at office$58k
...Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one... ...standard - the Family Office. Role Overview The Client Services- New Business Specialist is responsible for the accurate and timely processing of...Temporary workWork at office- ...Customer Service / Lot Attendant Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team...Start working todayLocal area
U-Haul
Scottsdale, AZ5 days ago - ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage...Contract workPart timeLocal area
Dollar Tree
Fountain Hills, AZ11 days ago - ...Customer Service Representative Concord is a leading Loan Servicing Fintech company dedicated to delivering exceptional financial solutions. We are seeking an on-site Customer Service Representative to join our Contact Center team at our Scottsdale, AZ facility. As a Customer...
Concord Servicing
Scottsdale, AZ5 days ago - ...passion for building positive stakeholder relationships. The Specialist collaborates closely with cross‑functional teams—specifically... ...regularly for accuracy of address, hours, phone numbers, photos, and services Manage new location setup and deactivation of closed sites...Temporary workLocal area
Spotless Brands
Scottsdale, AZ2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist. Be the first to apply!
Related searches
- card services representative Scottsdale, AZ
- immediate hire customer service representative Scottsdale, AZ
- licensed insurance customer service representative Scottsdale, AZ
- inside customer service representative Scottsdale, AZ
- client service representative Scottsdale, AZ
- export customer service representative Scottsdale, AZ
- virtual customer service associate Scottsdale, AZ
- customer solutions specialist Scottsdale, AZ
- client service officer Scottsdale, AZ
- client solutions specialist Scottsdale, AZ