Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Account Operations Specialist in Tempe, AZ vacancy
  • 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

    Kestra Financial, Inc.

    Tempe, AZ
    3 days ago
  •  ...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

    Socket.dev

    Tempe, AZ
    1 day ago
  • $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... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    Shift work

    GrabJobs

    Mesa, AZ
    4 days ago
  •  ...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... 
    Suggested
    Full time
    Work at office
    Remote work

    Unlock Potential 360

    Chandler, AZ
    3 days ago
  •  ...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... 
    Suggested
    Part time
    Seasonal work
    Work at office
    Relocation
    Flexible hours

    H&R Block

    Tempe, AZ
    2 days ago
  • 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

    Kestra Financial

    Tempe, AZ
    16 hours ago
  • $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

    LPL Financial

    Tempe, AZ
    4 days ago
  •  ...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 placement
    Work at office
    Monday to Friday

    INW: Innovations in Nutrition + Wellness

    Tempe, AZ
    2 days ago
  • $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 work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Tempe, AZ
    2 days ago
  •  ...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... 

    Sequoia

    Tempe, AZ
    3 days ago
  • $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 work
    Work at office

    Yoh, A Day & Zimmermann Company

    Tempe, AZ
    1 day ago
  •  ...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

    Kestra Financial

    Tempe, AZ
    2 days ago
  • 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... 

    Creative Environments

    Tempe, AZ
    2 days ago
  • 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... 

    Fairygodboss

    Tempe, AZ
    1 day ago
  •  ...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... 

    U.S. Bank

    Tempe, AZ
    2 days ago
  • $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 pay
    Full time
    Work at office

    MPI® Unlimited, LLC

    Gilbert, AZ
    4 days ago
  •  ...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

    JPMorgan Chase & Co.

    Tempe, AZ
    5 days ago
  • 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

    Tempe, AZ
    3 days ago
  • 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,... 

    Kestra Financial, Inc.

    Tempe, AZ
    16 hours ago
  • $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 pay
    Shift work
    Night shift
    Weekend work

    Sephora

    Tempe, AZ
    4 days ago
  • $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 pay
    Permanent employment
    Full time
    Part time
    Flexible hours
    Shift work
    Night shift
    Weekend work

    LVMH

    Tempe, AZ
    3 days ago
  •  ...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

    Kestra Holdings

    Tempe, AZ
    1 day ago
  • 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 office
    3 days per week

    U.S. Bank

    Tempe, AZ
    4 days ago
  • $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 placement
    Local area
    Flexible hours

    Arizona Staffing

    Tempe, AZ
    7 hours ago
  • $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 pay
    Temporary work
    Work at office
    Local area
    3 days per week

    U.S. Bank

    Tempe, AZ
    4 days ago
  • $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

    MUFG (DBA)

    Tempe, AZ
    1 day ago
  • $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 contractors
    Work at office
    Local area

    Aerotek

    Tempe, AZ
    3 days ago
  •  ...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... 

    Bank of Oklahoma

    Tempe, AZ
    2 days ago
  • $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 time
    Work at office
    Relocation package

    Arizona State University

    Tempe, AZ
    4 days ago
  • 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

    ADP - Automatic Data Processing

    Tempe, AZ
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Account Operations Specialist. Be the first to apply!