Client Success Specialist II (Financial Services)
Kestra Holdings
A leading financial services firm based in Tempe, Arizona, is seeking a Client Service Associate to deliver proactive, high-touch service to advisors and clients. This role requires over 2 years of client service experience, excellent communication skills, and the ability to navigate complex situations. The ideal candidate is proactive, solution-oriented, and has required qualifications like SIE and Series 7. This position offers competitive pay, benefits, and opportunities for growth within a collaborative environment. #J-18808-Ljbffr
- ...Kestra Financial Client Service Associate Kestra Financial is a wealth management platform dedicated to empowering independent financial professionalsincluding... ...Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do...Suggested
- ...9, 2025 at 6:00 AM. Kestra Financial provides a leading independent... ...grow, and provide superior client service. Kestra Financial supports... .... Position: Client Service Specialist II (Senior Client Service... ...Independence, enabling the growth and success of investing clients and...SuggestedPermanent employmentFull timeWork at office
- ...Sales Development Representative II Austin, US Dialpad is the AI-native business communications platform. We unify calling,... ...and love of winning to hone your craft and launch yourself into a successful sales career! Dialpad's Sales Development Representative will...SuggestedWork at officeShift work
- ...Partner with Impact At Kestra Financial, we don’t just support... ...advisors—we help them thrive. Our service model is human‑led, tech‑enabled... ...outcomes for their clients. If you’re someone who shows... ...Independence, enabling the growth and success of investing clients and the...Suggested
- JPMorgan Chase is looking for a Client Success Senior Associate in Tempe, Arizona. This key role involves building relationships with complex Commercial Bank clients and contributing to the firm's retention and growth strategies. Responsibilities include managing client...Suggested
- ADP is looking for a Client Support Specialist to be the first point of contact for clients regarding challenges... ...building strong client relationships. Successful candidates will have 3 to 5 years of experience in a client service environment, and while a college degree...
- ...Job Title Specialist II in Account Service Job Description At JPMorganChase... ...contribute to our business success. As a Specialist II in... ...point of contact for our clients, providing exceptional customer service for various financial products. Your role involves...Afternoon shift
- ...Holdings in Tempe, Arizona is seeking a Client Service Associate to join our high-performing... ...years of client service experience in financial services, with a focus on proactive problem... ...exceptional communication skills. The successful candidate will manage service requests...
- ...Client Support Specialist Are you ready to join a company offering career advancement opportunities throughout your career... ...with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning? Are you looking...
- ...Sales Operations Associate II The Sales Operations Associate... ...perform audits, and validate financial and compensation-related... ...Guaranteed Commission and Global Services commission updates Assist... ...deadline-oriented environment Successful track record of providing...Work experience placementWork at office
- ...model which creates a vibrant team atmosphere making it super successful for team members who have selected insurance as their career... ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer...Hourly payFor contractorsWork at officeFlexible hours
$17 - $20 per hour
...Receptionist and Service Team Member Claudia Salmon State Farm is a leading insurance... ...help customers with their insurance and financial services needs, including Auto Insurance... ...Apply now and let us put you on the path to success. State Farm agents are independent...Hourly payFor contractorsWork at office$70k - $115k
...located in Tempe, Arizona, is seeking an Institutional Client Specialist to enhance client service for institutional clients. This role requires... ...hold a bachelor's degree and possess 3+ years in the financial services industry, along with relevant licenses. The position...- ...Product Specialist The Client Specialist is a sophisticated wealth expert that... ...JPMorgan Chase wealth services to best meet the objectives... ...investing, trust and estates, financial planning, insurance, alternative... ...are directly linked to our success. We are an equal...
$17 - $28 per hour
...Treasury Management Client Services Specialist Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under... ...them for their contributions to our success. We recognize that banking is a "local" business...Full timeWork experience placementWork at officeLocal areaFlexible hours- ...Customer Service Specialist Our client, a leading organization in the financial services industry, is seeking a dedicated Customer Service Specialist to join their... ..., and a proactive attitude, which will align successfully within the organization. Location: Tempe,...Full timeContract workWork at officeWork from homeMonday to Friday
- ...Overview Our client’ firm is a well-established registered investment advisor... ...committed to delivering exceptional financial planning and advisory services. They prioritize integrity,... ...They are seeking a Client Account Specialist to join their team. This role is pivotal...Full timeTemporary workWork at office
$38.9k - $78.8k
...Fairygodboss is seeking an Implementation Consultant II to join ADP in Tempe, Arizona. This role involves consulting with clients to provide tailored ADP solutions, leveraging... ...foundation in business consulting and client service, with effective analytical and communication...- ...Kestra Financial in Tempe, Arizona, is looking for a Client Service Associate to join their Concierge team. This role is crucial for delivering high-touch service to financial advisors while providing solutions for diverse service requests. With at least 2 years of client...
- ...It operates 10 production sites and more than twenty sales and service companies worldwide, offering solutions for all types of... ...products. Essential Duties and Responsibilities To perform this job successfully, an individual must be able to perform each essential duty...Contract workWork at officeWork from homeWorldwide
- ...dedicated to advancing and improving the information-age through financial literacy. We are building a new, emboldened class of... ...Background & Experience: 1+ years of experience in customer success, coaching, or a people-focused role. Next-level communication...Temporary workWork at officeMonday to Friday
- ...Kestra PWS is hiring a Client Service Associate in Tempe, Arizona. This role involves delivering proactive, high-touch service to advisors... ...candidate will have 2+ years of client service experience in financial services and strong communication skills. Kestra offers...
$16 - $18 per hour
...Tempe, Arizona seeks an Office Administrator and Customer Support Expert to enhance office operations and ensure exceptional customer service. You will manage administrative tasks, including scheduling, inventory control, and CRM database management. Ideal candidates will...Hourly payWork at office- ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships... ...Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training...Hourly payFor contractorsFlexible hours
- ...Specialist I In Account Service At JPMorganChase, you'll be at the forefront of... ...contribute to our business success. As a Specialist I in Account... ...point of contact for our clients, providing exceptional customer service for various financial products. Your role...Afternoon shift
$42.08k - $70.13k
...career with an established leader in the financial services industry, backed by a team committed to your development and long-term success. Position Responsibilities: Manage... ...confidential matters with discretion Client-facing liaison for leaders and visitors;...Temporary workLocal areaFlexible hours- ...Bank is hiring a Business Banking Support Specialist in Tempe, Arizona. This role involves providing exceptional customer service while supporting Business Banking Relationship... ..., ensuring compliance, and enhancing client satisfaction. Benefits include comprehensive...Work at officeFlexible hours3 days per week
- ...Client Service Consultant (CSC) Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern... ...and guidance to the world's most successful individuals, families, and...Work experience placementWork at officeFlexible hours
- LPL Financial LLC in Tempe, Arizona is seeking a motivated Financial Service Professional to deliver exceptional service to advisors and their investors. This role includes... ...(SIE) exam, before entering a dynamic client-facing position. As the first point of contact,...
- ...with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable... ...their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...For contractorsWork at office
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