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 5 days ago
Similar jobs that could be interesting for youBased on the Client Service Specialist in Scottsdale, AZ vacancy
- ...involves greeting customers, managing communications, assisting with inquiries, and contributing to team projects. A previous reception or customer service background is beneficial, alongside strong communication skills. #J-18808-Ljbffr Jessica Schuster - State Farm AgentSuggestedFlexible hours
- ...A leading veterinary care provider in Scottsdale, AZ is seeking a friendly and organized Veterinary Client Service Representative. This role involves greeting clients, scheduling appointments, and providing excellent customer service to ensure a positive experience for...Suggested
Accreditation Council For Graduate Medical Education
Scottsdale, AZ1 day ago - ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experiencecoordinating onboarding, managing communications...SuggestedWork experience placementWork at office
Baird Capital
Scottsdale, AZ1 day ago - ...Morgan Stanley in Scottsdale, AZ is seeking an Administrative Support professional to assist Financial Advisors and teams with client relationship management and daily office operations. The role includes processing money movements, handling routine client inquiries,...SuggestedWork at office
Morgan Stanley
Scottsdale, AZ5 days 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
- Thrive Pet Healthcare is seeking a compassionate Veterinary Client Service Representative to join the team at Dynamite Animal Hospital in Scottsdale, Arizona. This role involves greeting clients, scheduling appointments, and ensuring seamless communication within the team...
- Vanguard Group, Inc. is seeking a Client Service Excellence Representative to support Personal Investor clients via inbound calls and provide expert guidance through the onboarding and retirement process. The role rewards strong customer service with ongoing training and...Remote job
- A financial advisory firm in Scottsdale, AZ, is looking for a Client Service Associate. This full-time position requires two years of client service experience and involves managing the client lifecycle, preparing paperwork, and maintaining records. The ideal candidate...Full time
- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors/Private Wealth Advisors. The role emphasizes building trusted client relationships, onboarding and maintaining accounts, and assisting with...
- Openforce in the United States is seeking a Client Services Representative II to ensure a seamless experience for our SaaS clients. You will communicate by phone, email, and chat, troubleshoot issues, and advocate for client needs to drive adoption and satisfaction. You...Hourly payFull time
- Robert W. Baird & Co. Incorporated seeks a Client Specialist to deliver exceptional client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, and support account operations to enhance the client experience...
- ...Scottsdale , AZ | Full-Time About the Position We’re hiring a Client Relations Specialist to help manage day-to-day client communication and ensure... ...Providing timely updates and accurate product or service information Following up with clients to ensure questions...Full time
FF Inc
Scottsdale, AZ4 days ago - ...Thrive Pet Healthcare in North Scottsdale, AZ is seeking a full-time Client Service Representative to be the friendly first contact for clients and their pets. You will warmly welcome clients, coordinate appointments, and support clear communication between pet parents...Full time
Thrive-Pet-Healthcare
Scottsdale, AZ4 days ago - Caprock is seeking a Client Associate to support the Client Advisors Team in Scottsdale, AZ. The role involves coordinating meetings,... ...of client statements and portfolios. Collaboration across teams is essential to deliver exceptional service. #J-18808-Ljbffr Caprock
- Client Support Specialists make Brand Bongo feel human. You’ll triage requests, handle routine website and Care needs, escalated cleanly, and document... ...: 1+ years in customer support, CSR, or client services Excellent written English and patience with non-technical...Remote work
- Trajan Wealth LLC in Scottsdale, AZ is seeking a Client Services - Annuity Specialist to process new annuity contract openings from submission through funding and to activate income riders per carrier requirements. The role requires good communication, customer service...Contract work
- .... You will coordinate all front desk activities, including calls, scheduling, payments, email, scanning, client education, reservations and all other guest services. As a receptionist, you should combine a pleasant personality with a dynamic professional attitude to help...Full timeFlexible hoursShift workWeekend workDay shift
Horizon Animal Hospital
Scottsdale, AZ3 days ago - Thrive Pet Healthcare - North Scottsdale is hiring an experienced Veterinary Client Service Representative to join our front‑of‑house team. In this relief role, you’ll be a key connection between clients, patients, and medical staff—helping ensure smooth hospital flow...
- Brighton Jones is hiring an Administrative Operations Specialist to support Client Service teams nationwide from our Scottsdale office. You’ll manage onboarding, account setup, and ongoing documentation with precision, acting as a trusted operations partner in a fast-paced...Full timeWork at office
$16 - $19 per hour
Destination Pet LLC is seeking a Client Service Representative (CSR) in Scottsdale, AZ to deliver warm, professional client service and support patient care in a fast-paced veterinary setting. Responsibilities include greeting clients, handling calls and emails, scheduling...Hourly payFull time- ...Client Services Representative/Receptionist Cowden Join a dynamic team in a primarily daytime schedule while supporting a variety of meetings, events, and organizational initiatives across multiple HonorHealth locations. This role offers the opportunity to collaborate...Night shiftDay shift
- Customer Service Representative Confidential Scottsdale, Arizona, United States About this position We are currently hiring a full‑time... ...-quality standards Maintain a strong knowledge base of our client products and services Provide clear explanations of client‑specific...Full timeCurrently hiring
- ...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
- ...looking for a motivated, experienced Licensed Insurance Customer Service Sales Representative to join our high-performing team in... ...that has built a track record of exceptional sales performance, client service, and growth. We are looking for someone who is competitive...Hourly payMonday to FridayFlexible hours
Barrera Insurance Agency
Scottsdale, AZ21 days ago - ...Job Description: Client Services Representative II Making your next move count At Openforce, you will find a career experience that will challenge you, satisfy you, and make you proud to work for this SaaS (Software as a Service) and services company. Teamwork and transparent...Hourly payFull time
Openforce
Scottsdale, AZ3 days ago $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, AZ5 days ago$86k - $106k
...SUMMARY EarnIn is seeking a Customer Solutions Specialist to lead the end-to-end implementation of new payroll bureau clients licensing the EarnIn Payroll product suite.... ...payroll bureau, PEO, or multi-client payroll service business models preferred. Experience with the...Full timeWork at officeLocal areaRemote workGrabJobs
Scottsdale, AZ2 days ago- ...short sale, offering flexible solutions when conventional lending falls short. Capstones commitment to real estate investing and client service is reflected in its personalized support and proven results in solving complex funding needs. Position Summary This...Work at officeFlexible hours
Capstone Financial
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, AZ3 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,...Full timeTemporary workFlexible hours
Thrive Pet Healthcare
Scottsdale, AZ4 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
- benefits customer care representative Scottsdale, AZ
- benefit customer service representative Scottsdale, AZ
- client service consultant Scottsdale, AZ
- customer service representative night shift Scottsdale, AZ
- customer service representative insurance Scottsdale, AZ
- customer service representative data entry Scottsdale, AZ
- card services representative Scottsdale, AZ
- customer service sales representative Scottsdale, AZ
- customer resolution specialist Scottsdale, AZ
- customer service associate Scottsdale, AZ