Wealth Client Services Specialist
Canon Recruiting Group
Canon Recruiting Group in Chandler, AZ is seeking a Customer Services Representative to handle inbound inquiries for Wealth Management Banking and Brokerage clients onsite. You’ll assist high-net-worth accounts with balance inquiries, account maintenance, and research across systems. Training and weekly pay are provided. This contract runs 9/8/2026–9/7/2027 with potential extension or permanent placement. #J-18808-Ljbffr Canon Recruiting Group
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ..., and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Suggested
$75.82k - $89.2k
...onboarding, administration, and servicing of Personal Trust and Agency accounts within Wealth Management. As a Personal Trust New Account Onboarding Specialist, you will partner with Private Wealth... ...-facing role with no direct client communication. You\'ll work alongside...SuggestedTemporary workWork at officeLocal area3 days per week- ...Kestra Financial Client Service Associate Kestra Financial is a wealth management platform dedicated to empowering independent financial professionalsincluding traditional and hybrid RIAsto grow their businesses and deliver exceptional client service. We combine advanced...Suggested
$21 per hour
...Job Description Job Title: Customer Service Representative Location: Chandler,... ...and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with... ...Service Representative (Level III) to join our Wealth Management Client Services Banking and...SuggestedDaily paidContract workTemporary workImmediate startMonday to FridayNight shift$21 - $23 per hour
...Client Intake Specialist Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding... ...and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You'll have an...SuggestedHourly pay$60k - $114k
...Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations... ...across the United States, serving clients with domestic and international operations... ...locations. The Senior Client Account Specialist ensures that the firm receives timely payments...Full timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift work- A leading financial services firm is seeking a Private Client Advisor in Gilbert, Arizona. This role focuses on providing comprehensive financial planning and personalized investment solutions tailored for a diverse client base. Candidates should have at least 2 years of...
- ...Location: Chandler, AZ 85224 Duration: 12 Months Contract We are seeking a Customer Service Representative (Level III) to join our team within the Wealth Management Client Services Banking and Brokerage Department (WMCS BBM). The ideal candidate will have strong...16 hoursContract workTemporary workCasual workMonday to FridayShift work
$70k - $115k
...Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office... ...Fund Services, Graystone Consulting and Wealth Management Operations. The Institutional Client Specialist is responsible for client service execution...Contract workTemporary workWork at officeFlexible hours- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
- ...privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions... ...Payroll operations while delivering an exceptional client experience. As a Client Success Specialist, you will play a crucial role in enhancing client...Temporary workWork at officeRemote workRelocation packageFlexible hoursShift work
- ...Vensure Employer Solutions in Chandler, Arizona, is seeking a Client Success Specialist to enhance client loyalty and ensure satisfaction with our HR services. This role involves managing client portfolios, onboarding new accounts, and collaborating with teams to deliver...
$20.09 per hour
Are you passionate about delivering top-tier service to affluent clients and partnering with premier Financial Advisors? As a Wealth Management Client Service Representative, you will be the core hub for incoming inquiries across both banking and investment portfolios....Hourly payPermanent employmentTemporary workWork experience placementMonday to FridayShift workNight shift$30k - $60k
...Job Title: Remote Customer Service Specialist – Hotel Bookings About Us: We are passionate about making travel seamless and memorable. We specialize in tailored travel experiences for leisure clients, with a focus on excellent customer support, personalized hotel recommendations...Remote workFlexible hours$45k - $70k
...Position Overview We are seeking a dependable and service-oriented Customer Service & Reservations Associate to support client inquiries and assist with reservation coordination. This role focuses on delivering timely support, managing requests, and ensuring all details...Remote workFlexible hours- ...expanding its global team and we want you to join us as a Dutch Speaking Remote Customer Service Representative ! In this role, you'll provide outstanding support to our Dutch-speaking clients from anywhere in the world. You’ll begin your journey with an intensive 3-month...Remote workWorldwideRelocationRelocation package
- ...Consultancy , we’re building a global network of on-demand customer service professionals, and we want you to join us! You’ll start with an... ...and trial program in Greece , working with one of our on-site clients to gain hands-on experience. After successfully completing the...Remote workWorldwideRelocationRelocation packageFlexible hours
- ...traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy,... ...advisory services to their clients. Client Service Specialist II ABOUT US: Come join the dynamic team at Kestra Financial...Permanent employmentFull timeWork at office
- ...the agreed upon collection strategies while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and treating Clients the way we want to be treated. Requires current RAC...Full timePart timeFlexible hours
$85k - $90k
...Position Summary We're looking for a Commercial Card Specialist to act as the key service points of contact for Commercial Card's external and internal... .... Support will require both proactive and reactive client engagement. The CCSs receive inquiries from Program Administrators...Local area- ...We are continuously onboarding Remote Customer Service Representatives for a structured independent contractor opportunity supporting national client programs. This is a work -from -home 1099 contractor role requiring certification completion and adherence to performance...For contractorsWork at officeRemote workWork from home
$45k - $75k
...Job Title: Remote Customer Service Representative – Travel Location: Remote About Us We specialize in crafting personalized travel experiences... ...motivated professionals to join our team and help connect clients with our services. Job Overview We are looking for aWork From...Remote workFlexible hours- Job DescriptionADP is hiring a Client Support SpecialistThis is not a sales position. This role focuses on servicing existing clients.Are you ready to join a company offering career advancement opportunities throughout your career journey?Do you want to join a company with...Hourly pay
$15 - $18.69 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates...Hourly payMinimum wageFull timeTemporary workFlexible hoursShift workAfternoon shift- ...opportunity provider is looking for passionate individuals to join their team in Chandler, Arizona. This role focuses on securing clients' financial well-being through virtual consultations and relationship management without cold calling. Candidates should be competitive...Remote jobWork from homeFlexible hours
$21 - $23 per hour
...professionals? Our law firm is expanding and needs the help of a client intake specialist to take client relations to the next level and manage our... ...and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an...Hourly pay- ...will represent the brand with hospitality, acquire and manage client relationships, and tailor financial solutions to address clients... ..., using Chase digital tools, and collaborating with banking specialists to support complex financial goals. Weekend/evening availability...Weekend workAfternoon shift
- ...customer-facing and implementation experience who enjoy working with clients and delivering successful business solutions. Now Hiring:... ...delivery Build strong client relationships through exceptional service and communication What We're Looking For: 3+ years of client-facing...Immediate start
- ...Client Support Specialist As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused... ...assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to...Full timeRemote work
- ...A healthcare organization in Arizona is hiring a full-time Customer Support Specialist responsible for aiding individuals in structured programs focused on personal growth. The ideal candidate will possess strong interpersonal skills, professionalism, and a passion for...Full time
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