Registered Client Service Associate
Masis Professional Group
Job Title Registered Client Service Associate (Series 7 required) – Scottsdale, AZ Overview A Scottsdale-based investment firm seeks a Registered Client Service Associate to support two Senior Financial Advisors, assisting with day-to-day operational support for their high-net-worth (HNW) clients. Responsibilities On-board new clients, assist with wires, ADV’s, and process client requests. Interact daily with HNW clients, answering and responding to client requests. Assist with team marketing events, develop marketing materials, and update the CRM. Qualifications 2+ years of client service experience within a broker‑dealer or RIA. Series 7 license required. Strong communication skills and ability to manage multiple client requests efficiently. Benefits Competitive compensation package. Full suite of benefits including medical, vision, and 401(k). Full-time, Scottsdale, AZ location. Employment Type Full‑time Seniority Level Associate Job Function Administrative #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Registered Client Service Associate in Scottsdale, AZ vacancy
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedWork at officeLocal area
Morgan Stanley
Scottsdale, AZ1 day ago - ...DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA...SuggestedWork at officeLocal area
PowerToFly
Scottsdale, AZ1 day ago - ...Job Description What is the opportunity? As a Registered Client Associate(RCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace our core values and inclusive culture, becoming a trusted resource to clients, advisors, and the branch team. In...SuggestedFull timeWork at officeFlexible hours
- ...Client Services Associate IV Nutrition Scottsdale is searching for a motivated and enthusiastic Client Services Associate to join our team! In this role, you'll play a vital role in ensuring our clients have a positive and informative experience at our Scottsdale location...SuggestedFull timePart time
- ...contribute to the company's success. As a Client Experience Associate within PNC's Retail Banking... ...with a defined sales process including, service to sales, teller interactions, and effective... ...Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Scottsdale, AZ4 days ago $58k
...is one of the fastest-growing Registered Investment Advisor firms in... ...out critical components of a client's financial life. We bring them... ...Role Overview The Client Services - Annuity Specialist is responsible... ...support Qualifications Associates degree or higher Preferred...Contract workTemporary workWork at officeTrajan Wealth LLC
Scottsdale, AZ6 days ago- ...Client Associate Location: Livingston, NJ | Newport Beach, CA | Scottsdale, AZ Overview The Client Associate will play a pivotal... ...stakeholders to provide seamless operations and exceptional service for Clients. This role is instrumental in maintaining strong...Flexible hours
- ...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you... ...Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail...Hourly payWeekend workAfternoon shift
$55k
...is one of the fastest-growing Registered Investment Advisor firms in... ...out critical components of a client's financial life. We bring them... ...Job purpose The Client Service Specialist is responsible for... ...needed. Qualifications Associate degree or higher. Preferred...Temporary workWork at officeTrajan Wealth LLC
Scottsdale, AZ6 days ago$31 - $36 per hour
...Service Operations Associate (Scottsdale, AZ) Scottsdale Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping... ...is an independent fiduciary legally bound to act in our clients' best interests always. Mercer Advisors offers a...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$18.5 - $23 per hour
...heart of North Scottsdale? United Defense Tactical (UDT) at 4848 E Cactus Rd, Ste 210, Scottsdale, AZ 85254 is hiring a Member Services Associate to deliver exceptional customer service, keep our cutting-edge facility running smoothly, and champion our mission of...Work at officeFlexible hoursShift workAfternoon shiftUnited Defense Tactical - Scottsdale
Scottsdale, AZ1 day ago$57.5k - $96k
...recruitment advertising technology and services. With advanced technology, unmatched market... ...job advertising annually for enterprise clients across industries. Headquartered in... ...confirm work authorization. E-Verify® is a registered trademark of the U.S. Department of...Work experience placementLocal areaStepStone Group
Scottsdale, AZ2 days ago$58k
...is one of the fastest-growing Registered Investment Advisor firms in... ...out critical components of a client's financial life. We bring them... ...Role Overview The Client Services - New Business - Investment Specialist... .... Qualifications Associate degree or higher....Temporary workWork at officeTrajan Wealth LLC
Scottsdale, AZ6 days ago$120k - $150k
...deeper technical expertise and taking meaningful ownership of client matters. Advise individuals and families through important financial... ...technical knowledge with practical, highly personalized client service. Confidential Employer. Job Description Advise clients...Full timeWork at officeOrion Placement
Scottsdale, AZ2 days ago- **Your Impact at Lowe's** As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's store. If you want to build eye-catching displays and implement...Full timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work
Lowe's
Scottsdale, AZ1 day ago $16 per hour
...Checking in guests during peak hours, showing that classic "customer service" smile, and always having fun with this awesome team is what we... ...in ~ Opportunities for bonuses ~$250 referral bonus for you and a referred associate Compensation: $16.00 per hour ZMC HotelsHourly payFull timePart timeImmediate startShift work$18.5 - $23 per hour
...advancement Training & development Company parties Member Services & Front Desk Associate Location: United Defense Tactical – Scottsdale @udt_... ...service, front desk, hospitality, member services, client success, reception, or administrative experience....Hourly payFull timeContract workPart timeWork at officeShift workAfternoon shiftUnited Defense Tactical - Scottsdale
Scottsdale, AZa month ago$50k
...holidays per year, with the exception of Thanksgiving and Christmas (which we do not staff). Hear From Our Team “As a Member Services Associate at PURE, the heartbeat of our team lies in our unwavering commitment to empathy and a genuine passion for customer service....Full timeWork at officeImmediate startRemote workHome officeMonday to FridayShift work3 days per week$80k - $110k
10X People Services Account ManagerCompensation: $80k-$110k annuallyLocation: Scottsdale, AZWorkplace Setting: Fully OnsitePosition SummaryThe... ...trust and confidence necessary to build relationships with our clients and their teams to help navigate hiring decisions, managing job...Work at officeLocal areaCardone Ventures
Scottsdale, AZ3 days ago- ...DescriptionPURPOSE: Provides excellent customer service and ensures that all customers receive... ..., coupon policy, gift cards sales, associate sales, safety, loss prevention, etc.)May... ...process by balancing the safe, registers, and entering and balancing all sales and...Work at officeLocal area
Albertsons
Scottsdale, AZ3 days ago - ...Scottsdale, AZ 85260 Category: Patient Services Shift: Day Department:... ...Responsibilities: JOB SUMMARY Admits clients to the hospital, which includes... ...patients are efficiently and accurately registered and prioritizes patients during period of...Work at officeShift work
HonorHealth Scottsdale Shea Medical Center
Scottsdale, AZ3 days ago - ...Client Services Specialist The Quantum Group Scottsdale, AZ About the Quantum Group The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance...Local area
Integrity Marketing Group
Scottsdale, AZ4 days ago $65k
...Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, 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...Full timeMission Wealth
Scottsdale, AZ4 hours ago$15 - $18 per hour
Best Buy Cashiers and Customer Service Associates assist customers with purchases, returns, exchanges, and general product questions while... ...in-store experience. Responsibilities include operating the register, handling cash and card transactions, assisting with online...Hourly payBest Buy
Scottsdale, AZ2 days ago$15 - $23 per hour
Petco Cashiers and Customer Service Associates are responsible for providing a friendly and helpful shopping experience while supporting daily store operations. Employees operate the register, handle cash and card transactions, assist customers with finding pet food and...Hourly payFull timePetco
Scottsdale, AZ3 days ago$13 - $16 per hour
Circle K Cashiers provide fast and friendly service to customers by operating the register, handling cash transactions, restocking shelves, preparing coffee and food items, and keeping the store clean and organized. Employees may also assist with fuel transactions and...Hourly payFlexible hoursCircle K
Scottsdale, AZ3 days ago$12 - $15 per hour
Family Dollar is seeking Cashiers to assist customers, operate cash registers, and support daily store operations. Cashiers are responsible... ...Family Dollar Cashiers are responsible for providing customer service, operating registers, handling cash transactions, assisting...Hourly payFull timePart timeFamily Dollar
Scottsdale, AZ3 days ago- ...A Day in the Life: As a Customer Service Clerk, you will be responsible for providing... ...operating electronic scanning cash registers, receiving payment for customer purchases... ...Stream Flexible work schedules Associate discounts Leaders invested in your...Weekly payLocal areaFlexible hours
Albertsons
Scottsdale, AZ4 days ago - 1005 Customer Service Representatives (CSR) LPT 1005 BEELINE - SCOTTSDALE, AZ 85256 Description Provide excellent customer service... .... If two employees are on duty and only one is running a cash register while the other performs stocking or cleaning duties, all such...Immediate startAll shiftsShift work
$10 - $25 per hour
...Client Advisor Salary Range $10.00 - $25.00* Summary Statement: The role of a Client... ...elevated selling, exceptional customer service, and personal engagement while becoming... ...School Diploma / equivalency required Associates must be willing to work a flexible...Remote workFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Service Associate. Be the first to apply!
Related searches
- retail service associate Scottsdale, AZ
- food service officer Scottsdale, AZ
- card services specialist Scottsdale, AZ
- facility service associate Scottsdale, AZ
- staff services manager Scottsdale, AZ
- patient service specialist Scottsdale, AZ
- full time service advisor Scottsdale, AZ
- information technology and services consultant Scottsdale, AZ
- services specialist Scottsdale, AZ
- transaction services specialist Scottsdale, AZ