Client Services Associate
$22 per hourSAGE Counseling
Client Service Associate This is a Full-Time position. Monday through Friday, 8:30am to 5:30pm. Remote work available, but must reside in Arizona. Pay: up to $22.00 per hour Bilingual differential pay for those bilingual in Spanish!!! SAGE Counseling is actively recruiting for Full-Time Client Service Associates to provide support for admitting clients to SAGE by: Appointment scheduling Processing treatment referral Data entry into the electronic health record Maintaining client files Completing outgoing calls for services The ideal candidate for this position is an organized, detail orientated individual who is able to manage multiple projects at once in a fast-paced environment, with strong work ethic and a background in office administrative. Why join SAGE Counseling? Top-level compensation packages including company-paid medical insurance! Bilingual pay differential Annual merit-based compensation increases Career advancement opportunities Remarkable health and disability benefits 401k company match Holiday, PTO, and employer-paid life insurance Qualifications: Bilingual (Spanish/English) required . Differential pay offered! Minimum High School Diploma or GED required. Eligible to successfully complete background check to obtain a Fingerprint Clearance Card Prior experience with scheduling or working in a call center environment preferred. Prior experience in behavioral health field strongly preferred Proficiency in navigating an Electronic Health Record, and Microsoft Office Suite products (Word, Excel, and Outlook) Strong sense of discretion and professionalism Strong organizational and time management skills SAGE is an Equal Employment Opportunity employer. We are committed to providing equal opportunity in all employment related activities without regard to race, color, religion, sex, sexual orientation, national origin, age disability veteran status, or any other characteristics protected under State of Federal Law. Job Type: Full-Time
- ...Job Title Registered Client Service Associate (Series 7 required) – Scottsdale, AZ Overview A Scottsdale-based investment firm seeks a Registered Client Service Associate to support two Senior Financial Advisors, assisting with day-to-day operational support for their...SuggestedFull time
- ...DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA...SuggestedWork at officeLocal area
- ...Mariner Advisor Network is recruiting for a Client Service Associate to join One2One Wealth Strategies in Scottsdale, AZ. *** Mariner Advisor Network serves as a strategic partner to One2One Wealth Strategies. *** About One2One Wealth Strategies Headquartered in Scottsdale...SuggestedFull timeFixed term contractMonday to Friday
- ...Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts...SuggestedRemote workFlexible hours
- ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client...SuggestedWork experience placementWork at office
- ...Client Service Associate The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio...Internship
- ...Client Service Associate/Analyst The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and their clients, ensuring seamless delivery of wealth management services. This entry-level position offers the opportunity to develop...Work at officeLocal area
- ...Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to financial advisors and clients, supporting daily account activity, onboarding, and digital tool enrollment. You will handle money movements, respond to client inquiries,...
$50k - $54k
...Client Service Associate Catch Vibe Voice is a forward-thinking communications firm dedicated to helping brands craft meaningful narratives and build impactful connections. We specialize in strategic messaging, content development, and comprehensive communication solutions...- A leading digital platform in Chandler, Arizona, is seeking a candidate for a client service leadership position that offers flexibility, growth opportunities, and a supportive environment. This role provides the chance to work from home and be part of a nurturing community...Remote workWork from home
- ...About The Role Location: Phoenix, AZ. Employment Type: Full-Time. We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working...Full time
- ...Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of... ...with the power to make a difference. Join us! Client Service Associates Client Service Associates will be co-located at a central...Temporary workInternshipWork at officeShift workDay shift
- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area
- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding...Work experience placement
- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
- Job Posting At Redcent Inc dba Jackson Hewitt in Phoenix, Arizona, United States Wages 15.35 -16.50 Arizona Staffing
- ...Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness. Qualifications...Remote workWork from home
- ...Qualifications: Dedication to delivering exceptional customer service experiences. Strong communication and interpersonal skills. Ability... ..., and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize...Work from homeFlexible hours
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering,...Work at office
- ...Location Phoenix, AZ Work Arrangement In-office or Hybrid A Day in the Life Works on a team to provide accounting services for clients from a multi-faceted approach. Actively handles day-to-day accounting needs for clients, functioning as their accounting department....Work at officeLocal areaVisa sponsorship
- ...Are you a forward-thinker, skilled in creative-problem solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a Registered Client Service Associate in our Gilbert, AZ office to help effectively educate, service and lead clients in best managing...Full timeWork at officeWorldwide
$55k
...Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions... ...hours. Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s...Summer workCasual workInternshipWork at officeWorldwide- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Temporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
- ...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Oro Valley , AZ. The...Local area
$17 - $20 per hour
...Job Description Job Description Our client, a leading organization within the financial services industry, is seeking motivated and customer-focused professionals to join their team as Financial Services Professionals. This role provides comprehensive training, career...Contract workRemote work$70k - $115k
Institutional Infrastructure Solutions (IIS), a business unit within Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan...Contract workTemporary workWork at officeFlexible hours- ...Job Overview Merrill Wealth Management is seeking a client‑service professional who will provide dedicated support to a team of Financial Advisors. The role focuses on client advocacy, operational excellence, and enhancing the overall client experience. Responsibilities...Seasonal workWork from homeShift workDay shift
- ...Job Description What is the opportunity? As a Senior Client Associate (SCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace our core values and inclusive culture, becoming a trusted resource to clients, advisors, and the branch team. In these...Full timeWork at officeFlexible hours
$70k - $115k
...Institutional Infrastructure Solutions (IIS) is a new business unit that provides world-class service to Morgan Stanley’s institutional clients including Multi-Family Offices and the Graystone business. IIS supports clients in partnership with Morgan Stanley’s Fund Services...Full timeContract workTemporary workWork at officeFlexible hours- ...Eide Bailly LLP in Phoenix, AZ is looking for an accounting professional to provide comprehensive accounting services to clients. The role requires a Bachelor’s Degree in Accounting and strong communication skills, with a preference for CPA or CMA certifications. Benefits...
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