Client Relations Financial Specialist
$63.2k - $104.2kEdward Jones
Edward Jones is seeking a Client Relations Financial Representative in Tempe, AZ. This full-time role involves providing service to clients when their Financial Advisor is unavailable, partnering with teams to maintain client relationships, and addressing sensitive matters. Candidates must have Series 7 and 66 licenses, along with over 3 years of financial services experience. The position offers a competitive salary ranging from $63,200 to $104,200, benefits including medical and retirement plans, and opportunities for bonuses. #J-18808-Ljbffr Edward Jones
- Edward Jones is looking for a Client Relations Financial Representative (CRFR) based in Tempe, AZ. This role involves advising and supporting clients when their Financial Advisor is unavailable, especially during complex situations. Candidates should have at least 3 years...Suggested
$63.2k - $104.2k
...anticipated to remain open for 30 days, from 24-Apr-2026. The posting may close early due to the volume of applicants. The Client Relations Financial Representative (CRFR) serves as an extension of the Financial Advisor (FA), providing advice, service, and support to...SuggestedFull timeTemporary workWork at officeHome officeFlexible hours3 days per week- Job Overview The Client Relations Financial Representative (CRFR) is responsible for serving in the capacity of the FA to provide advice, service, and support for our client’s urgent financial and account related needs when their Financial Advisor is unavailable. CRFRs...SuggestedTemporary workWork at officeWork from homeHome officeFlexible hours3 days per week
- LPL Financial LLC in Tempe, Arizona is seeking a motivated Financial Service Professional to deliver exceptional service to advisors and... ...Securities Industry Essentials (SIE) exam, before entering a dynamic client-facing position. As the first point of contact, you will handle...Suggested
- ...Senior Financial Crimes Specialist Duration: 12 months with potential to extend and convert Onsite... ...strength of financial institution client AML/CFT and sanctions compliance programs... ...to industry and regional trends related to compliance issues, financial crimes...SuggestedWork experience placementWork at officeRemote work1 day per week
$22 per hour
...Counseling is actively looking for a full-time Financial Eligibility Specialist to provide support for clients at SAGE through email and phone. This position will... ...Conduct other billing and eligibility related duties as assigned The ideal candidate for this...Hourly payFull timeLive inWork at officeRemote workMonday to Friday$51k - $60k
...Job Title Client Accountant Job Description Summary Responsible for the performance... ..., general ledger accounting, and financial reporting. Use established accounting principles... ...as requested. • Perform other related duties as required or requested. Education...Minimum wageWork experience placementFlexible hours- A major financial institution in Tempe seeks a client-focused Financial Advisor to provide comprehensive advice and customized solutions, guiding clients through their financial goals. Responsibilities include planning and recommending brokerage products, triaging client...
$63.2k - $104.2k
A financial services firm in Tempe, AZ is seeking a Financial Advisor to serve smaller clients while maintaining their connection to local branch teams. Candidates should possess current Series 7 and 66 licenses, with experience at Edward Jones being preferred. Responsibilities...Remote jobLocal area- A leading financial services firm in Tempe, Arizona is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will engage with clients ranging from beginners to high-net-worth individuals, offering personalized investment solutions...
- ...Finance Ai Transformation Specialist It's fun to work in a company... ...FP&A, strategic finance, or a related analytical finance role. Strong understanding of financial statements, key metrics (revenue... ...effectively with team members, clients, and other stakeholders via...Work at officeRemote work
- ..., we have an enthusiasm for helping our clients, building relationships, and delivering... ...inclusion. As a New Client Investment Specialist in J.P. Morgan Wealth Management, you will... ...active Series 63 Solid understanding of financial markets and can effectively simplify...Work at officeRemote workMonday to Friday3 days per week
- JPMorgan Chase in Tempe, Arizona is looking for a Private Client Investment Associate to support Advisors in providing outstanding client service and operational support. The role involves facilitating operational requests, building client relationships, and promoting...
- ..., we have an enthusiasm for helping our clients, building relationships, and delivering... ...inclusion. As a New Client Investment Specialist in J.P. Morgan Wealth Management, you will... ...active Series 63. Solid understanding of financial markets and can effectively simplify...Work at officeRemote workMonday to Friday3 days per week
- JPMorganChase in Tempe, Arizona is hiring a New Client Investment Specialist to enhance client experiences and identify investment opportunities... ..., strong interpersonal skills, and an understanding of financial markets. The role offers a hybrid work environment, requiring...3 days per week
- ..., we have an enthusiasm for helping our clients, building relationships, and delivering... ...inclusion. As a New Client Investment Specialist in J.P. Morgan Wealth Management, you will... ...active Series 63 Solid understanding of financial markets and can effectively simplify...Work at officeRemote workMonday to Friday3 days per week
$51.5k - $60.2k
EdPlus Financial Intake Specialist Do you excel at helping students in a fast-paced, high-volume environment? Are you familiar with higher education... .... Desired Qualifications Bachelor's degree or higher in a related field. Experience in providing customer service....Work at officeRemote workFlexible hours- A financial services company in Tempe, Arizona is seeking an experienced professional to handle monthly fund closing summaries and financial... ...preparing financial statements and working closely with clients and external auditors. The position offers a competitive salary...
$20 - $26.39 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...a digital first mindset. Strong client relationships are based on trust, assessing... ...equivalent - Four to five or more years job related, retail banking experience or a...Full timeTemporary workLocal area- ...Client Service Associate If you are a collaborative team member, solutions orientated... ...as the primary contact for all service-related needs of a Private Banking client. Your... ...experience preferred Experience with a wide array of financial products preferred...Work at office
- ...Client Service Associate If you are a collaborative team member, solutions orientated... ...as the primary contact for all service-related needs of a Private Banking client. Your... ...preferred Experience with a wide array of financial products preferred About Us...Work at office
- Client Tax Associate I Join the team that is driving domestic and international sales tax... ...tax compliance reporting in a changing financial environment. As a Client Tax Associate... ...operations to enhance processes and procedures related to these taxes. Job Responsibilities...Local area
- ...Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading... ...striving to make a difference for every client, organization, and community we serve.... ...or that individual's associates or relatives that is protected under applicable federal...Work at officeLocal areaRemote work
- ...Responsibilities Kforce has a client that is seeking a Financial Reporting Analyst in Tempe, AZ.Essential Functions: Assist in the preparation... ..., Accounting, Finance, Information Systems, or a related quantitative discipline Entry level or 1 year of experience...Hourly payContract workWork at office
- ...to the volume of applicants. Join a financial services firm where your contributions are... ...people come first. With over 9 million clients and 20,000 financial advisors across the... ...preferred Bachelor's degree in a business-related field is preferred Ability to...Work at officeLocal areaRemote workWork from homeHome officeMonday to FridayFlexible hours3 days per week
$65k - $85k
...Analyst - Tempe, AZ Join Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading... ...requirements with internal and external clients (Portfolio Management, Credit, Loan and... .... Ensure adherence to all bank policies related to regulatory compliance, including the...Work at officeLocal area- ...volume of applicants. About-Us Join a financial services firm where your contributions... ...people come first. With over 9 million clients and 20,000 financial advisors across the... ...in Finance, Accounting, Business or related field. ~4- 6 years of experience in financial...Temporary workWork at officeWork from homeHome officeFlexible hours3 days per week
- ...business of Technology." This role blends financial acumen with technical execution,... ..., Finance, Information Technology, or a related field is required. Location Requirement... ...interact effectively with team members, clients, and other stakeholders via email, video...Work at officeRemote work
$78k - $106k
...Join Mitsubishi UFJ Financial Group Do you want your voice heard and your actions to count... ...striving to make a difference for every client, organization, and community we serve.... ...'s degree in business, finance, or related field The typical base pay range for...Work experience placementWork at officeRemote work$88k - $107k
...Join Mitsubishi UFJ Financial Group Do you want your voice heard and your actions to count... ...striving to make a difference for every client, organization, and community we serve.... ...degree is required with 2-5 years of related experience in financial services or another...Work at officeLocal areaRemote work
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