Client Account Operations Specialist
Kestra Holdings
Kestra Financial is seeking a Client Service Specialist to join the Account Services team. You will process account openings and maintenance, manage transfers, and ensure client records are accurate and complete. This role requires strong attention to detail, excellent communication skills, and the ability to support advisors and clients with reliable, timely service. A foundational office skillset and comfort with Microsoft Office will help you succeed and grow within Kestra's operations. #J-18808-Ljbffr Kestra Holdings
- Kestra Financial, Inc. is seeking a Client Service Specialist to join the Account Services team in Tempe. You will reliably process work queues for client account setup, maintenance, and various transactional items, ensuring accurate records and high-quality support for...Suggested
- ...platform helping independent professionals grow their businesses and deliver excellent client service. We seek a detail-oriented Client Service Specialist to efficiently process account openings, maintenance, and various transactions while ensuring accurate client...Suggested
$60k - $114k
...across the United States, serving clients with domestic and international operations. At Husch Blackwell we believe... ..., and inclusive team culture of accountability and purpose that makes our Firm... ...locations. The Senior Client Account Specialist ensures that the firm receives...SuggestedFull timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift work- ...Client Accounting Services Department Manager The Client Accounting Services Department Manager is a senior leadership role responsible for... .... Ensure high-quality service delivery, compliance, and operational efficiency. Required Qualifications 10+ years of experience...SuggestedFull timeWork at officeRemote work
- ...Seasonal Operations Technical SpecialistThe seasonal Operations Technical Specialist supports the operational readiness of H&R Block's seasonal tax office network. This... ...to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years...SuggestedPart timeSeasonal workWork at officeRelocationFlexible hours
- Kestra Financial is seeking a detail-oriented Client Service Specialist to support the Account Services team. You will accurately process account openings, maintenance requests, and asset transfers, while ensuring data integrity and regulatory compliance. You’ll serve...Work at office
$17.23 - $28.72 per hour
...Cash Management Retirement Senior Operations Specialist Build a career that matches all your initiative... ...to shape your success while helping clients pursue their financial goals. Job... ...assets and securities in Retirement accounts are followed and can make decisions...Work from home- ...INW Phoenix Formulations is currently seeking an experienced Accounts Manager. We are looking for a positive, professional, who is honest... ...complaints, resolve any issues faced by customers or by operations to achieve accurate, on time delivery. Acquire a thorough understanding...Work experience placementWork at officeMonday to Friday
$75.82k - $89.2k
...and serve as a key liaison between clients, business partners, and operational teams. You\'ll work closely with... ...of the legal, regulatory, and accounting principles that impact the ETF industry... ...with senior level Operations Specialists on keeping abreast of industry updates...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Sequoia, based in Tempe, Arizona, is seeking a Benefits Administrator to serve as the primary liaison for clients on benefits inquiries and to manage events, audits, and data integrity across HRIS and payroll systems. You will collaborate with vendors and internal teams...
$16.1 per hour
Cash Management Operations Specialist 12+ month contract Tempe, AZ/Fort Mill, SC (Hybrid) Position... ...processing with inbound and outbound client/advisor interactions. Key Responsibilities... ...20+ hours per week) Health Savings Account (HSA) (for employees working 20+ hours...Contract workWork at office- ...hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with... ...to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork. What You Bring: High School...Immediate start
- A pool operations company in Tempe, Arizona, is seeking a Pool Operations Manager to lead technical trade practices and drive best operational... ...performance, enhancing service quality, maintaining proactive client communication, and managing inventory effectively. Candidates...
- Fairygodboss is hiring for a Branch Operations Lead at Chase in Tempe, Arizona. This role involves working closely with the Branch Manager and the branch team to ensure exceptional client experiences and efficient branch operations. The ideal candidate will have retail...
- ...Bank in Tempe, AZ seeks a Small Business Support Specialist to assist Relationship Managers with lending support and client service. You will coordinate loan... ...and familiarity with CRM systems and banking operations to help drive portfolio growth and risk control...
$23 - $25 per hour
Full-time Description As a Client Operations Analyst, you will play a central role in delivering an exceptional client experience by combining... ...genuine commitment to the people we support. Please Note: Accountability and measurable results are core to our company. High...Hourly payFull timeWork at office- ...our business success. As a Specialist II in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service... ...experience supporting multiple CCB Operations functions or lines of business....Afternoon shift
- Kestra Financial is seeking a Client Service Supervisor to lead a team of Client Service Associates and Specialists, ensuring exceptional advisor and client experience. You will manage daily operations, conduct coaching, and drive process improvements while maintaining...
- Kestra Financial, Inc. is seeking a Client Service Supervisor in Tempe to lead a team of client service professionals, ensuring high-quality experiences for advisors and clients. The role combines hands-on problem solving with people leadership, performance management,...
$18 - $20.5 per hour
...Operations AssociateAs an Operations Associate, you'll be the backbone of the store—ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising, your attention to detail and proactive mindset will...Hourly payShift workNight shiftWeekend work$18 - $20.5 per hour
...LE POSTE VOTRE PROFIL Operations Associate - Full Time ~ NOUVEAU Publiée le 12.08.2026 Sephora Retail Référence... ...smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising,...Hourly payPermanent employmentFull timePart timeFlexible hoursShift workNight shiftWeekend work- ...Client Service Specialist Kestra Financial is a wealth management platform dedicated to empowering independent financial professionalsincluding... ...Specialist, you are a key contributor to the daily operational excellence of the Account Services department. Your primary responsibility...Work at office
- U.S. Bank is seeking a Private Wealth Management (PWM) Account Opening Specialist to manage account openings for banking and investment accounts.... ...Associate's degree or equivalent experience, possess strong client service skills, and demonstrate proficiency in Microsoft...Work at office3 days per week
$70k - $75k
...Account Specialist - Business Electric Vehicle Charging Location: AZ with local travel within the Phoenix, AZ metro area required Ready... ...program design and delivery. + Record activities and develop client facing reports using MS Office programs and industry specific...Work experience placementLocal areaFlexible hours$22.5 - $30 per hour
Position Overview The Private Wealth Management (PWM) Account Opening Specialist works with Wealth Management and Operations to fulfill new account opening requests for... ...and interpersonal communication skills. Proven client service and problem‑resolution skills. Proficient...Hourly payTemporary workWork at officeLocal area3 days per week$85k - $90k
...Summary We're looking for a Commercial Card Specialist to act as the key service points of... ...will require both proactive and reactive client engagement. The CCSs receive inquiries from... ...of information, credit limit changes, account set up, misapplied payments, fraud...Local area$21.63 per hour
...Business Operations AssociateAerotek Corporate has an opening for a Business Operations Associate... ...management and collection of customer accounts receivable as well as contractor payroll... ..., customer service and working with client to resolve outstanding issuesMaking routine...For contractorsWork at officeLocal area- ...Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management... ..., we have been dedicated to helping our clients manage operations, mitigate risk, and... ...in establishing or maintaining deposit accounts, across the BOKF footprint. The CSC is...
$65k
...Job Profile Administrative Operations Specialist 2 Job Family Administrative Operations Time Type Full time Max Pay – Depends On Experience $... ...business offices to resolve purchasing and payment-related issues. Account Support: Assist with monitoring account expenditures,...Full timeWork at officeRelocation package- Job DescriptionADP is hiring a Lyric HCM Client Service Consultant III.Are you interested in joining a dynamic business supporting our largest clients?Are you ready to be part of a team offering advancement opportunities throughout your career journey?Are you a continuous...Hourly pay
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