Client Service Specialist — Financial Services Growth & Impact
Kestra Financial
A top-tier financial services firm based in Tempe is seeking a client service professional. The role emphasizes providing high-touch service to advisors and clients, resolving requests, and documenting interactions in Salesforce. Candidates should have over 2 years of experience in a related field, strong communication skills, and the ability to navigate complex client needs. This is a full-time position with competitive pay, benefits, and opportunities for personal and professional growth. #J-18808-Ljbffr Kestra Financial
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Service Specialist — Financial Services Growth & Impact in Tempe, AZ vacancy
- ...Kestra Financial Client Service Associate Kestra Financial is a wealth management platform dedicated... ...grow their careers while making a real impact. What You'll Do Be the first point of... ...training, development, and long-term growth within the firm Tuition reimbursement...Suggested
Kestra Holdings
Tempe, AZ22 hours ago - ...Job Title Specialist I in Account Service at JPMorganChase Job Description... ...remains dynamic and impactful, enabling you to... ...of contact for our clients, providing... ...service for various financial products. Your role... ...card sales and deposit growth and have the most-used...SuggestedAfternoon shift
$14 per hour
Client Documentation & Transition Specialist / Client Customer Service Specialist Financial services, wealth management, banking, brokerage operations, client onboarding, account... ..., escalate, and resolve issues impacting project deliverables. Maintain accurate project...Suggested- ...individuals for a work-from-home opportunity in financial services, aimed at helping families secure their financial... ...futures. The role offers flexibility, a chance for growth, and the opportunity to make a positive impact. As part of a committed team, you will empower...SuggestedRemote jobWork from home
- ...volume of applicants. Join a financial services firm where your... ...first. With over 9 million clients and 20,000 financial advisors... ...purpose: We partner for positive impact to improve the lives of our... ...support. The Client Concierge Specialist will play a critical role in...SuggestedTemporary workWork experience placementWork at officeHome officeFlexible hours
$85k - $90k
...looking for a Commercial Card Specialist to act as the key service points of contact for... ...both proactive and reactive client engagement. The CCSs... ...times. Understand the client impact of any changes in our processes... ...requirements of the Financial Industry Regulatory Authority...Local area$18 - $29 per hour
...Join Our Team as a Client Outreach & Customer Service Specialist! Are you ready for a career where every day is filled... ..., you will not only make a lasting impact on the Guest Experience, but also... ...empower confidence. Opportunities for growth and development as part of a...Hourly payWork at officeFlexible hoursDay shiftAfternoon shiftEuropean Wax Center
Tempe, AZ1 day ago- ...Customer Service Specialist Our client, a leading organization in the financial services industry, is seeking a dedicated Customer Service Specialist to join their... ...Supportive management committed to your professional growth. In-office training during the first month...Full timeContract workWork at officeWork from homeMonday to Friday
- ...owned used car sales finance & servicing company in the nation.... ...and you’re looking to make an impact, we’d love for you to make a... ...of experience in collections, financial services, and/or phone‑based... ...disability coverage to name a few. Growth Opportunities. You grow, I...Full timeTemporary work
- Kestra Financial in Tempe, Arizona, is looking for a Client Service Associate to join their Concierge team. This role is crucial for delivering high-touch... ...environment. The position encourages professional growth and impactful contributions. #J-18808-Ljbffr Kestra...
- TEKsystems is seeking a motivated Junior Client Support Specialist to join our client services team in Tempe, AZ. You will be the primary contact for business clients, delivering support, troubleshooting, and education on workforce management, payroll, benefits, and tech...
- ADP is hiring a Client Support Specialist . Are you ready to join a company offering... ...winning training and world‑class service guidelines to help you achieve success, growth, and continued learning? Are... ...continue to make a meaningful impact. Bilingual (English/Spanish)...
- Edward Jones is looking for a Service Specialist to provide exceptional support to financial advisors and practice teams. In this role, you'll resolve inquiries, maintain high service standards, and support team initiatives in a fast-paced environment. The ideal candidate...
$55k - $75k
...passionate about making a positive impact in people's lives? Join our... ...Work Experience Growth Potential & Advancement Opportunities... ...appropriate products and services to maximize value. Work with... ...to help people achieve their financial goals, manage risk, and cross...For contractorsWork experience placementWork at officeState Farm
Tempe, AZ1 day ago$55k - $60k
As a Home Loan Sales Specialist , you’ll impact the lives of everyday people and... ...series of questions about their financial journey and find the best... ..., and a variety of growth opportunities, we empower you... ...retention, and/or customer service experience Previous or current...Hourly payRemote workMonday to FridayShift work- ...Life Service Financial Service Representative Chandler, Arizona... ...by driving Responsible Growth and delivering for our clients, teammates, communities... ...workforce and positively impact the communities we serve... ...and referring clients to specialists across the bank. Jobs expectations...Work at officeFlexible hoursShift workDay shift
- ...St. Louis Company Description Join a financial services firm where your contributions are valued... ...people come first. With over 9 million clients and 20,000 financial advisors across the... ...our purpose: We partner for positive impact to improve the lives of our clients and...Full timeTemporary workWork at officeHome officeFlexible hours
- ...accounts in Tempe, AZ. You will promote MISA products and services to both prospective and existing clients, with a focus on increasing loyalty and retention.... ...customer base, and collaborate with teams to drive growth and ensure exceptional service. #J-18808-Ljbffr MISA...
$15k
...Account Managers in completing client tasks, meeting retention goals, and supporting growth for Select Commercial Lines... ...00 in revenue. Develop client service skills and technical insurance... ...benefit solutions with bottom-line financial impact. USI ONE represents Omni,...Temporary workWork at officeLocal areaFlexible hours$54k - $58k
...enjoy most now is seeing the impact our agency has on people's lives... ...in one word, they'd say growth. That's because we focus heavily... ...to providing exceptional service to our customers. We are currently... ...with their insurance and financial services needs, including: Auto...For contractorsCasual workWork at officeFlexible hoursScott Frindell - State Farm Agent
Mesa, AZ21 hours ago- ...Executives to create strategies for success. A commitment to learning and achieving sales goals is essential. With competitive salary and growth opportunities, Dialpad is an excellent place for those pursuing a career in sales development. The ideal candidate has sales...
$65k - $85k
...U.S., qualify interest, and schedule appointments with Account Executives to drive client acquisition. The position emphasizes high-volume outreach, strong communication, and a growth mindset. Compensation includes base salary plus uncapped commissions, with earnings...Remote jobBase plus commission- ...outbound sales and SaaS experience, possess strong organizational skills, and are motivated to grow in software sales. Join a dynamic team where you'll contribute to redefining architectural practices and have opportunities for internal growth. #J-18808-Ljbffr Monograph
- ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and... ...time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring...For contractorsWork at officeFlexible hours
Sharon Layman
Tempe, AZ1 day ago - A premier financial services firm in Tempe seeks a Client Service Director to deliver exceptional service to financial advisors. This pivotal role requires... ...pay, supportive environment, and opportunities for growth. Apply now to be part of their mission of empowering...
- A leading financial services firm is seeking a Client Service Director in Tempe, Arizona. This role involves managing client interactions and ensuring a... ...client issues. Competitive pay, benefits, and professional growth opportunities are offered. #J-18808-Ljbffr Kestra PWS
- ...qualified candidates the chance to enter financial services on a part-time basis while working... ...Responsibilities Calling and receiving calls from clients. Scheduling appointments with clients... ...team environment. Rapid career growth and advancement opportunities. Weekly...Weekly payPart timeRemote workWork from home
- ADP is looking for a Client Support Specialist to be the first point of contact for clients regarding... ...to 5 years of experience in a client service environment, and while a college degree... ...inclusion, collaboration, and continuous professional growth. #J-18808-Ljbffr ADP
$185k - $265k
...opportunity to have a significant impact on the organization for a... ...dedicated to providing topnotch service while building and maintaining... ...for professional growth and community involvement, and... ...reallocation to properly support clients, attorneys, staff and the culture...Full timeTemporary workWork at officeLocal areaRemote workFlexible hoursGrabJobs
Gilbert, AZ4 days ago- ...organization and cleanliness. The role requires effective communication, teamwork, and basic cash handling skills. Benefits include career growth opportunities and paid time off. Flexibility in scheduling is essential, as shifts may include evenings and weekends. #J-18808-...Part timeShift workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist — Financial Services Growth & Impact. Be the first to apply!
Related searches
- insurance customer service advisor Tempe, AZ
- senior customer service advisor Tempe, AZ
- customer service representative hiring Tempe, AZ
- customer service representative data entry Tempe, AZ
- customer associate Tempe, AZ
- customer advisor Tempe, AZ
- virtual customer service advisor Tempe, AZ
- customer success associate Tempe, AZ
- part time customer service representative work from home Tempe, AZ
- customer service administrator Tempe, AZ