Hybrid Senior Client Success Associate - Financial Services
Vestwell
Vestwell is seeking an energetic Employer Services Senior Associate to support Plan Sponsors and advisors. You will handle inquiries via email and phone, resolve issues using company policies, and collaborate with internal teams to achieve high client satisfaction. The role emphasizes hospitality, data-driven problem solving, and timely follow-up, with opportunities to contribute to product improvements and client communications. Hybrid work is offered. #J-18808-Ljbffr Vestwell
- ...individuals to grow with us as a Senior Client Acquisition Associate for our Scottsdale, AZ... ...training plan to achieve success from day one Utilizing a... ...fantastic customer service to clients Consistently exceed... ...Employee Assistance programs for financial planning, emotional...Senior
- ...very flexible remote/hybrid schedule. The... ...management for multiple clients in a wide variety of industries... ...staff; and reviewing financial statements and related... .... The Audit Senior is responsible for all... ...technical skills; -Client service and communication...SeniorRemote workFlexible hours
- ...rich history and recognition for service and excellence in the Financial Services industry, Raymond James... ...is seeking a dynamic Registered Client Service Associate who is a motivated, detail... ...all assets and cost basis were successfully received. Monitors available cash...SuggestedWork experience placementWork at office
- Vitalant, a nonprofit focused on saving lives through blood donation and research, seeks a Senior Director of Accounting and Financial Services in Scottsdale. You will lead enterprise accounting operations, drive GAAP-compliant financial reporting, governance, and audits...Senior
- CrossCountry Mortgage, LLC is hiring a Sr. Corporate Loan Processor in Scottsdale, AZ. This hybrid position requires 3-5 years of mortgage processing experience and strong communication skills. You will manage a pipeline of 40 loans while complying with all relevant regulations...Senior
$160k - $175k
...provide vital clinical services to communities nationwide... ...depends on a strong financial foundation that supports... ...our organization. As the Senior Director of Accounting... ...Vitalant for continued success.Compensation: $160,000 - $175,000This hybrid position is based in...SeniorTemporary workRemote workWorldwideHome officeShift work2 days per week3 days per week- ...You will collaborate with Controllership, FP&A, and IT to drive analytics and improve reporting in a fast-paced environment. This hybrid role supports the rollout of OneStream and requires cross-functional partnership, rigorous analysis, and proactive process improvements...Senior
- ...gpac is seeking an experienced Senior Trial Attorney to join its civil litigation practice... ...are essential. The role offers a hybrid schedule and the opportunity to contribute... ...while delivering favorable outcomes for clients. AZ bar admission required. #J-18808-Ljbffr...Senior
- Advisor Group Inc. is looking for a Senior Accountant to join its Corporate Finance team in Scottsdale, AZ. This full-time position involves... ...competitive compensation, including bonuses and comprehensive benefits, within a hybrid work model. #J-18808-Ljbffr Advisor Group Inc.SeniorFull time
- NextDeavor Inc. in Scottsdale, AZ is seeking a Senior Audit Manager to lead audit engagements, mentor associates, and deliver high-quality financial reporting with actionable client recommendations. The role supports a hybrid schedule with 3 days onsite, collaborating...Senior
$120k - $170k
Job Opening: Senior Tax ManagerLocation: Scottsdale or Chandler, AZ (Hybrid at both offices!) Salary: $120K-$170K base + bonusWe... ...and technical guidance.Advisory Services: Act as a key consultant for internal leadership or external clients on technical tax matters.Risk...SeniorFlexible hours$106k - $130k
...and protected the U.S. financial system for over thirty... ...access to financial services and protect transactions... ...or New York follow a hybrid work model to allow for... ...on audit findings and associated risks based on audit... ...results and findings to client based on a risk based...SeniorHourly payWork at officeImmediate startVisa sponsorshipWork visaFlexible hours- ...advocacy. The ideal candidate has a JD, is licensed, and brings a decade of trial experience including multiple jury trials, with a proven track record in settlements and ethical practice. Hybrid schedule with comprehensive benefits offered. #J-18808-Ljbffr Jobleads-USSeniorPermanent employment
- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a strong... ...solutions to meet their financial needs. Job Description... ...Private Client Investment Associate in J.P. Morgan Wealth... ...directly linked to our success. We are an equal opportunity...
- A financial services firm in Scottsdale is seeking a Client Support Specialist to enhance client relationships and provide administrative support. Key responsibilities... ...and communication skills are crucial for success in this fast-paced environment, making this role a...
$110k - $136k
...Product Manager Opportunity in Financial Services Senior Product Manager, Advisor... ...to the office on a hybrid schedule requiring a minimum... ...advisors, their teams, and their clients thrive in a rapidly evolving... ...product decisions.Define success metrics and analyze performance...SeniorFull timeFor contractorsWork at office$74.5k - $77.5k
...Vanguard, we have a client-first mentality... ...chance for investment success.” Our Client Relationship Associates fulfill our mission... ...with a wide range of financial inquiries, from... ...on our products and services to equip you with the... ...has implemented a hybrid working model for the...- ...What is the opportunity? As a Senior Client Associate (SCA)/Branch Service Manager (BSM) at RBC Wealth Management... ...related experience ~3+ years of financial services experience with a solid... ...to our communities, and achieving success that is mutual. A comprehensive...SeniorFull timeWork at officeFlexible hours
$85k - $113.3k
...please visit What We DoDrive business performance by providing financial and strategic insight through sound financial analysis,... ...because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For...SeniorWork at officeLocal area- About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...and we are looking for a Client Service Associate to join our operations team! The...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$60k - $70k
...Senior Associate, Financial Services Vestwell is the financial technology company powering... ...Senior Associate. Successful candidates will be responsible... ...company policies to solve client issues, and escalating challenges... ...be part of Vestwell's hybrid in-office operation. The...SeniorWork at office- arrivia is seeking a talented Senior Marketing Specialist for a hybrid role based in Scottsdale. This position involves hands-on work in email, lifecycle, product, and promotional marketing, making a significant impact on member relationships. As part of the marketing...Senior
- ...Senior Trial Attorney - Civil Litigation Position Overview Our client is seeking an experienced Senior Trial Attorney to join... ...matters. Proven record of successful trial outcomes. Strong client... .... Opportunity for hybrid work schedule All qualified...Senior
$134k - $178k
Clearway Energy Group is seeking a Senior Manager of Land & Development Contracts in Scottsdale. This hybrid role requires experience in managing rental payments, legal document review, and leading a team of analysts. The ideal candidate will have a strong background in...Senior- ...marketing, strong skills in competitive analysis, and a proven ability to engage cross-functional teams in a fast-paced environment. This hybrid role offers the flexibility of working from home and includes competitive salaries and comprehensive benefits. #J-18808-Ljbffr...SeniorWork from home
- IFG Companies in Scottsdale, AZ, seeks a Senior Claim Technical Specialist to investigate, evaluate, negotiate and settle serious injury... ...license, and ability to travel for mediations and trials. Hybrid work and a comprehensive benefits package are offered. #J-18808...Senior
$72k - $141k
CNA Insurance is seeking an Excess & Surplus Underwriting Consultant to manage complex underwriting risks and relationships. This hybrid role requires at least eight years of underwriting experience and advanced technical expertise. You will work on pricing strategies...Senior- ...candidates should possess at least five years of experience in General Liability claims and show a strong capability to manage litigated matters. The position offers a hybrid or remote work arrangement and a competitive compensation package. #J-18808-Ljbffr The HartfordSeniorRemote job
- Clearway Energy Group is looking for a Senior Analyst to support tax planning activities in Scottsdale. You will work cross-functionally... ...This position offers competitive salary and comprehensive benefits in a hybrid work environment. #J-18808-Ljbffr Clearway Energy GroupSenior
- ...in Scottsdale, Arizona. The ideal candidate will have 5+ years advising clients on IP matters, including trademarks, copyrights, patents, trade secrets, and licensing. The role involves servicing a diverse client base across industries and working with attorneys in a...Senior
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