Client Services & Insurance Operations Specialist
Integrity
The Quantum Group in Scottsdale, AZ is seeking a Client Services Specialist to support reporting, day-to-day processing, and administrative tasks in our operations team. You will help issue and process our fixed annuity products, handle workflows (Salesforce), prepare reports, and maintain filing systems, working with agents and New Business. We value 2–5 years of admin experience and a professional demeanor, with strong communication and teamwork. #J-18808-Ljbffr Integrity
- Trajan Wealth LLC is seeking a Client Services - Annuity Specialist to accurately process new annuity account applications from submission to funding. You will activate income riders per carrier requirements and manage withdrawals and rider requests. The role is fully...Suggested
- ...Escapes is seeking a detail-oriented Business Sales Operations Coordinator to support daily sales operations, client campaigns, booking administration, and business... ...who enjoy improving processes and client service. You will manage leads, prepare quotes, coordinate...SuggestedRemote job
$38.3k
...offered a diverse portfolio of specialty insurance and reinsurance products nationwide. We... ...methods, along with excellent client service and support. In addition to our robust... ...Line of Business and Team The Premium Operations Associate is responsible for managing outgoing...Suggested$43k - $48k
Customer Service Opportunity in Financial Services Operations Processing Specialist New Graduates Will Be Considered Location(s) Atlanta... ...health, vision, dental insurance, 401k, paid time away, volunteer... ...and processing a variety of client account requests-including account...SuggestedFull timeWork experience placementInternshipWork at office- ...exceptional individual to join our Central Support team as an Operations Specialist for our Ultra High Net Worth offering in our... ...with a commitment and passion for delivering exceptional service to the firm’s clients and associates. Responsibilities Pulling from a queue-...SuggestedWork at office
$45k - $49k
...Operations Processing Specialist - Alternative Investments Customer Service Opportunity in Financial Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite... ...benefits include health, vision, dental insurance, 401k, paid time away, volunteer days, and much...Full timeWork experience placementWork at office- ...and reconcilia tion tasks. You will handle daily transactions, record keeping, and tax/portfolio accounting functions to enhance client service. Qualifications include an associate degree and 2+ years in transactional banking or trust administration, with MS Office...Full time
$48k - $52k
Customer Service Opportunity in Financial Services Osaic Investment Advisory (IWS) Operations Specialist Location(s): Atlanta: 2300 Windy Ridge Pkwy... ...health, vision, dental insurance, 401k, paid time away,... ...assist our advisors, their clients, and other team members...Full timeWork at officeRemote work- Gusto is seeking an HR Consultant to lead people operations for designated small business clients. You will drive processes, implement modern HR tech, and... ...people strategy while delivering exceptional client service from our Denver, San Francisco, or New York hubs. #J...
- Brighton Jones is seeking a talented Central Operations Associate in Scottsdale, Arizona, to... ...team. This role significantly impacts client experience and requires strong organizational... ...2 years of experience in financial services, adeptness with Salesforce, and a passion...
- ...everyone belongs and is inspired to do their best work. As an Operations Specialist, you make sure that products flow smoothly through the... ...benefits, a range of discounted products and free services, and for formal education related to advancing your career...Local areaRelocationNight shift
- Bank of Colorado in Scottsdale, AZ seeks an Insurance Sales and Service representative to assist with servicing customer accounts and preparing proposals and certificates of insurance. The role supports senior staff, processes claims, and maintains agency records while...
- Farmers Insurance - AZ & CO District Offices is launching an Agent Development Program in the Phoenix area. This 2-3 year track provides hands-on sales, client service, and business-ops experience within an established Farmers agency, with mentorship and clear milestones...
- Raley's in Scottsdale is seeking a Night Operations Team Member to execute daily store operations across center store departments, including... ..., receiving shipments, and delivering friendly, helpful service during customer interactions. Certain alcohol-serving positions...Weekly payNight shift
- Osaic is seeking an Operations Processing Specialist in Scottsdale to join Document Services. You will handle the intake, processing, routing, and management of physical and electronic documents, ensuring accuracy, security, and compliance with industry standards. The...
- ...Commerce Bank, seeks a Trust Associate to provide administrative and operational support to the trust administrator. You will process daily... ...tax cost adjustments, while maintaining accurate records and client communications. Ideal candidates have 2+ years in...
$80k - $87k
...fast-paced world of trust and operations. We are seeking an... ...role in helping us exceed our client’s expectations and be a part... ...TITLE: SENIOR TRUST OPERATIONS SPECIALIST DEPARTMENT: WEALTH MANAGEMENT... ...manages daily workflow to meet service standards and operational deadlines...Full timeWork experience placementMonday to Friday- Exemplar Luxury Group, operating Neiman Marcus, seeks a Jewelry Operations Associate to support the Jewelry Department’s day-to-day functions, including processing new jewelry, handling returns to vendor, coordinating repairs, organizing trunk shows, and maintaining inventory...
$38.3k - $56.2k
Crum & Forster, located in Scottsdale, Arizona, is seeking a Premium Operations Associate to handle outgoing premium activities including refunds and claims payments. The role requires strong analytical skills and experience in premium accounting, emphasizing compliance...- Exemplar Luxury Group is seeking a Jewelry Operations Associate for the Jewelry Department. You will support all operational functions, including processing new merchandise, returns, transfers, repairs, trunk shows, and case counts. You will liaise with the Corporate Buying...
- ...Refrigeration Supplies, Inc. in Scottsdale, AZ is seeking a Branch Operation Associate to join our team. This full-time role runs Monday... ...will support branch operations and provide excellent customer service while maintaining safety and warehouse standards, including vehicle...Full timeMonday to Friday
$43k - $48k
...detail-oriented Processing Specialist to join our Financial Services team, supporting the... ...validating, and processing client account requests—including... ...include health, vision, dental insurance, 401(k), paid time away,... ...more. Responsibilities Operations Processing Process...Work experience placementInternshipWork at office$40k - $42k
...Operations Processing Specialist Operations Processing Opportunity in Financial Services Location: Scottsdale: 18700 N Hayden Rd, Suite 2... ...include health, vision, dental insurance, 401k, paid time away,... ...Must be team-oriented and client-focused. ~ Ability to work...Full timeWork experience placementWork at officeShift work- Cfins is looking for a Premium Operations Associate in Scottsdale, Arizona. The role involves managing outgoing premium activities such as refunds and claims payments, ensuring compliance, and supporting onboarding for producers and brokers. The ideal candidate will have...
- ...welcoming for members. You will perform daily maintenance, stock towels, and ensure locker rooms are neat, while providing friendly service and answering member questions about Life Time products and services. The role emphasizes meeting Life Time's standards of...
- Advisor Group Inc. is seeking a Processing Specialist to join the Financial Services team in Scottsdale, AZ. This position focuses on accurately handling... ...benefits include a competitive salary range and various health insurances. #J-18808-Ljbffr Advisor Group Inc.
- NakedMD in Scottsdale is seeking a full-time Medspa Manager to oversee daily operations and ensure top-tier client service. You will hire and train staff, maintain a pristine facility, and prioritize patient safety in the injection room with strict hygiene practices. The...Full time
$29 - $36.2 per hour
...changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community... ...are seeking a highly organized, detail-oriented, and service-minded Administrative Operations Specialist to join our Central Administrative Operations team....Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours- ...Golf Club in Scottsdale, AZ, is seeking a dynamic Player’s Assistant (Starter/Ranger) to manage play flow across 36 holes and uphold service standards for all guests. You will help with tournament execution, maintain pace, and create a welcoming atmosphere on the course....
- ...and patient-centered healthcare. We provide a full range of services including cardiovascular health, behavioral health, allergy... .... As we continue to grow, Optima Medical is seeking a Data Operations Specialist to join our team. This role is essential in optimizing...
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