Wealth Client Services Specialist - End-to-End Support
Focus Partners Wealth
Focus Partners seeks a Client Service Associate to join our growing team in Scottsdale. You will partner with Wealth Advisors to support client relationships and handle operational needs from account openings to transfers, ensuring accuracy and timely service. This non-exempt role requires a Bachelor's degree and 1+ years of experience, with strong communication and MS Office/Salesforce proficiency. Competitive compensation and benefits offered in a collaborative wealth-management firm. #J-18808-Ljbffr Focus Partners Wealth
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$55k
...management and advisement, Trajan® Wealth is one of the fastest-growing... ...out critical components of a client's financial life. We bring... ...Office.Job purposeThe Client Service Specialist is responsible for processing... ...accounts.Processing end of year Required Minimum Distributions...Full timeTemporary workWork at office- Summary The Senior Client Advisor drives sales and client development while... ...modeling exceptional customer service and maintaining store standards. This role supports store operations and oversees the... ...boutique experience selling high-end goods and providing clientele-oriented...
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...document all customer interactions within C4C/Service Cloud to maintain a seamless, data-driven... ...fluency in English and Spanish to better support our diverse professional customer base... ...as a puzzle to solve rather than a dead end. Highly Organized: Strong time-...Hourly payFull timeWork at officeLocal areaWork from homeRelocationMonday to Thursday- ...as a result. We grew from 37 ee's in early 2014 to 600+ at year end, and $1M ARR to $20M. This year we're driving towards $100M+ ARR... ...with Sales Managers & Marketing on various projects that are in support of the entire sales team Qualifications A graduate of a four-year...
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$17 - $21 per hour
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