Client Service Admin - Financial Planning Ops
Saturn Wealth
Saturn Wealth in Gilbert, AZ seeks a Client Service Administrator who builds long-term client relationships and delivers proactive support to retirement planning clients. You’ll handle service requests, inquiries, and account processing with accuracy. The role requires a Bachelor’s degree and 1+ year in financial services, with Series 65 and Life/Health licenses preferred or obtainable within 90 days. In-office schedule Monday–Friday, 9am–5pm, with health insurance and 401k benefits and a salary #J-18808-Ljbffr Saturn Wealth
- Fidelity Investments Inc. is seeking a Financial Representative in Chandler, AZ. As the branch's official face, you will deliver exceptional client service, handle front-desk transactions, and contribute to a welcoming, trust-based atmosphere for Fidelity clients. You'...Suggested
- ...Phoenix, AZ, Peoria, AZ, or Chandler, AZ (On-Site) Our client, a growing financial services organization, is seeking a relationship-driven Wealth... ...circumstances and recommend appropriate investment, income planning, and financial protection strategies. Develop new...SuggestedFull time
$85k - $105k
...Exceptional Admins (EA) is seeking an administrative professional... ...for an opportunity with a Financial Services Firm headquartered in Denver... ...deliver top candidates to each client with the outcome producing... ...and hardworking, with plans to grow to 18 over the next...SuggestedSeasonal workLocal areaImmediate startRemote workWork from homeHome officeMonday to FridayFlexible hours$17 - $18 per hour
...Preparer OpportunityJackson Hewitt Tax Service is hiring Tax Preparers for the 2027... ...of accurate tax-related forms for clients - including multi-year, multi-state,... ...School diploma or equivalentTax Planning, Accounting, or Financial Planning experience is a plusCollege...SuggestedHourly payFull timePart timeWork at officeFlexible hoursWeekend workWeekday work$58k - $69k
Saturn Wealth , based in Gilbert, AZ, is a full service, independent financial planning firm that specializes in creating comprehensive retirement plans... ...pride ourselves on developing close relationships with clients to really understand their goals and objectives. As...SuggestedTemporary workWork at officeMonday to Friday- Morgan Stanley’s Financial Services team is seeking a motivated representative to deliver exceptional customer service and drive sales. You’ll identify client needs, educate on financial products, and build relationships while handling account-related requests with accuracy...
- ...Client Relations Financial RepresentativeJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come... ...associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account...Temporary workFlexible hours
$27 - $41 per hour
...dedicated year-round TurboTax Local Service Experts in one of our new... ...to achieve positive financial outcomes while supporting Intuit... ...bookkeeping, payroll, financial planning, and advisory services. This... ...key role in growing TurboTax’s client base within the local...Work at officeLocal areaMonday to Friday- Are you interested in financial services? Have you always wanted to learn the inner workings of the... ...for problem-solving to engage our clients via incoming calls and answer various questions... ...(medical, dental, vision) Insurance plans Tuition and licensing reimbursement...Full timeWork experience placementInternshipWork at officeWork visaFlexible hours3 days per week
$16 - $19 per hour
...Veterinary Receptionist / Client Service Representative Gilbert, AZ Little Critters Veterinary Hospital is seeking an outgoing Client Service Representative to serve as the welcoming face of our hospital. In this fast-paced role, you will create exceptional...Hourly payFull timePart timeLocal areaMonday to FridayFlexible hours- ...seeking a full-time Staff Accountant to join our growing Client Advisory Services (CAS) team. WP+D offers a hybrid workplace, with the flexibility... ...organizations to provide the accounting support and financial information they need to operate effectively and make informed...Full timeWork at office
- TDP Bakery is seeking a Customer Service Specialist in Chandler, AZ. This full-time hybrid role connects customers, stores, and internal teams to resolve orders, deliveries, and product issues. You will support daily operations, manage inquiries, and help with onboarding...Full timeRemote workRotating shift
- Our client, a growing CPA firm is looking to add an Audit Manager... ...clients, ensuring high-quality service and helping guide business... ...Responsibilities:Managing and planning audit and review engagementsApplying... ...activitiesEarning financial incentives for referrals and...Local area
- ...month-end close Manage full-cycle accounting activities, including general ledger, AP/AR, inventory, fixed assets, payroll, and financial reporting Prepare and analyze monthly, quarterly, and annual financial results Lead, coach, and develop accounting staff...Full time
- ...with a full spectrum of cancer related services for patients. Our multi-disciplinary team... ...a qualified and detail-oriented Patient Financial Service Representative. The Representative... ...checks. Identify Medicare replacement plans, AHCCCS enrollment, and coordination of...Full timeImmediate startMonday to Friday
$55k - $75k
...insurance knowledge to identify client needs and offer the best... ...Motivated and dedicated to customer service Bilingual in English and... ...customer needs Benefits Simple Plan Contribution (after 2 years)... ...to help people achieve their financial goals, manage risk, and cross...For contractorsWork experience placementWork at office- Kestra Financial, Inc. is seeking a Client Service Specialist in Tempe, AZ to support the Account Services department. You will accurately process account openings and maintenance, manage asset transfers, ensure data integrity, and assist clients and advisors with questions...
- ...Tax Associate at H&R Block, you'll begin a career in tax and client services—no prior tax experience required. With training and support from... ...in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional servicesExperience...Hourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...Client Services RepresentativeProvides excellent and expeditious client experience; greets clients, responds to questions; processes incoming and outgoing pets, and handles payments. Answers phone calls, which may involve answering questions, screening for service needs...
- ...maintain archived records, support property management accounting on light tasks, and compile data to aid the Assistant Controllers in preparing financial statements, while handling filing, organizing, and data entry as needed. #J-18808-Ljbffr Spencer's TV & Appliances
- ...Staff Accountant role at Kestra Financial ABOUT US Kestra Holdings... ...advisory industry through superior service, cutting‑edge technology, and... ...advisory services to their clients. Located in the “Silicon... ...insights to support financial planning and decision‑making. Cross‑departmental...Work experience placement
$80k - $100k
...passionate about supporting our clients on a journey to living their best life. While many financial advisors focus on investments,... ...realistic financial goals and develop plans to achieve them. We believe... ...women in the financial services industry ~ A collaborative, supportive...Full timeWork at officeRemote work- ...Available | Commission-Based | U.S. Applicants Only The financial services industry is experiencing unprecedented demand. Millions of families... ...Recommend customized life insurance solutions that fit each client's goals. Build lasting client relationships through...Remote workFlexible hours
$200k
...distributions, and P&L - Review management and incentive fee calculations with various fee structures - Prepare and review quarterly financial statements and support annual audits - Liaise with the valuation team on private equity, real estate, and illiquid investments...Work at officeRemote work- ...build more than a traditional AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow their... ...funds, options, and customized strategies Estate planning Tax planning and CPA services Insurance — life...Remote work
$85k - $120k
...Arizona Schedule: Hybrid Our client, a well-established CPA and advisory... ...while expanding your expertise in tax planning, advisory services, and complex business taxation. Unlike... ...Accounting & Bookkeeping Financial Statement Services Business Advisory...Work at officeLocal areaFlexible hours- ...Our client, a growing CPA firm is looking to add an Audit Manager... ..., ensuring high-quality service and helping guide business and... ...Responsibilities: Managing and planning audit and review engagements... ...activities Earning financial incentives for referrals and...Local area
$25k
...in group sales including catering services, event space and banquet facilities... ...Sales Coordinator acts on behalf of clients to make sure events go as planned. Considerations: A sales coordinator... ...internally with sales, ops and culinary team Prepare sales-related...Hourly payFull timeTemporary workWork at officeLocal areaNight shiftWeekend work- ...Morgan Stanley is seeking an unlicensed Financial Services Representative to engage clients via inbound calls, resolving questions about stock portfolios and account activity. The role includes training paid by Morgan Stanley to obtain Series 7 & 63 licenses. You will...
$90k - $115k
...advanced materials manufacturer in Chandler that is looking for a Financial Systems Analyst to join its growing FP&A Center of Excellence.... ...you’ll do Support and improve the systems behind financial planning, reporting and consolidation Build and maintain dashboards...Full timeRemote work
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