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

Wealth Client Services Specialist

Ashton Thomas Inc

Ashton Thomas Private Wealth seeks a Private Wealth Client Associate to join our Scottsdale, AZ or Denver, CO office. You will handle client service requests, onboard new accounts, and support advisors, delivering high-touch service in a fast-paced environment. Ideal candidates have 1+ years in wealth management, experience with custodians like Charles Schwab, Fidelity, or Pershing, and a Series 65 license or willingness to obtain within 90 days. #J-18808-Ljbffr

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Scottsdale, AZ vacancy
  • Robert W. Baird & Co. Incorporated seeks a Client Specialist to deliver exceptional client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, and support account operations to enhance the client experience... 
    Suggested

    ROBERT W. BAIRD & CO. INCORPORATED

    Scottsdale, AZ
    3 days ago
  • Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors/Private Wealth Advisors. The role emphasizes building trusted client relationships, onboarding and maintaining accounts, and assisting with... 
    Suggested

    Morgan-Stanley

    Scottsdale, AZ
    2 days ago
  • Key Wealth Management is seeking a Registered Client Associate to support financial advisors and staff at the Scottsdale, AZ office. You will handle client inquiries, account information, meeting scheduling, and data entry for financial plans, leveraging CRM systems and... 
    Suggested
    Work at office

    Fwainvest

    Scottsdale, AZ
    1 day ago
  •  ...in Scottsdale, AZ is seeking a Sr. Registered Client Specialist for a full-time on-site role. You will manage client services, provide financial insights, support sales...  ...strong client communication to deliver tailored wealth strategies. You will join a team recognized... 
    Suggested
    Full time

    Xcelsior Advisor Partners

    Scottsdale, AZ
    1 day ago
  • Baird is seeking a Client Specialist in Scottsdale to deliver outstanding client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, support account operations, and help organize client events for one... 
    Suggested

    Baird

    Scottsdale, AZ
    2 days ago
  •  ...J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ Location: Scottsdale, AZ, United States Job Information: - Job Identification...  ...relationships, and delivering outstanding customer service while staying committed to diversity and inclusion. Using... 
    Full time

    Aumni

    Scottsdale, AZ
    4 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients...  ..., and delivering extraordinary customer service while maintaining a strong commitment to...  .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 

    Chase

    Scottsdale, AZ
    2 days ago
  •  ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be...  ...to the success of Baird's Private Wealth Management business, where true wealth... 
    Work experience placement
    Work at office

    Baird

    Scottsdale, AZ
    5 days ago
  •  ...approach to growing their business by combining client-centric insurance solutions with...  ...have a smooth experience Office support services for New Business Organization and Agent Support...  ...distributors of life, health and wealth insurance products. With a strong insurtech... 
    Local area

    Integrity

    Scottsdale, AZ
    3 days ago
  •  ...to make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in...  ...entry point into the financial services industry, offering hands-on client interaction, exposure to wealth management services, and a clear... 
    Flexible hours

    Charles Schwab Corporation

    Scottsdale, AZ
    2 days ago
  • $55k

     ...Description Job Description About Trajan Wealth With over $3 billion in assets under...  ...'t refer out critical components of a client's financial life. We bring them...  ...Family Office. Job purpose The Client Service Specialist is responsible for processing service... 
    Temporary work
    Work at office

    Trajan Wealth LLC

    Scottsdale, AZ
    1 day ago
  • Trajan Wealth LLC in Scottsdale, AZ is seeking a Client Services - Annuity Specialist to process new annuity contract openings from submission through funding and to activate income riders per carrier requirements. The role requires good communication, customer service... 
    Contract work

    Trajan Wealth LLC

    Scottsdale, AZ
    5 days ago
  • PNC Wealth Management in Arizona seeks a Wealth Advisor to consult on investment and insurance strategies and to develop client financial plans. You will grow and retain an investment book and own the client experience, coordinating with internal partners to seize opportunities... 

    PNC

    Scottsdale, AZ
    4 days ago
  • TrustBank is seeking a Personal Banker in Phoenix to deliver exceptional client service across a full range of banking products and services. You will open and service accounts, process money movement, and prepare client materials while maintaining accurate records. Fluency... 

    TrustBank

    Scottsdale, AZ
    3 days ago
  • $65k

     ...Client Services Representative Mission Wealth is hiring a growth-minded Client Services Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedule AND elevate your career in wealth management, working with a team... 
    Full time

    Mission Wealth

    Scottsdale, AZ
    1 day ago
  • Openforce in the United States is seeking a Client Services Representative II to ensure a seamless experience for our SaaS clients. You will communicate by phone, email, and chat, troubleshoot issues, and advocate for client needs to drive adoption and satisfaction. You... 
    Hourly pay
    Full time

    Openforce

    Scottsdale, AZ
    2 days ago
  • J.P. Morgan Chase is looking for a Private Client Advisor in Scottsdale, Arizona. In this role, you will offer comprehensive financial planning and advice, build client relationships, and provide personalized investment solutions. Required qualifications include at least... 

    Aumni

    Scottsdale, AZ
    4 days ago
  • A financial advisory firm in Scottsdale, AZ, is looking for a Client Service Associate. This full-time position requires two years of client service experience and involves managing the client lifecycle, preparing paperwork, and maintaining records. The ideal candidate... 
    Full time

    Mariner Advisor Network

    Scottsdale, AZ
    5 days ago
  •  ...take ownership of fraud leads escalated from Primary Fraud Client Services Transition cases seamlessly, ensuring continuity of client experience...  ...Serve as a subject matter resource for primary fraud specialists and partners Provide guidance on which cases should be... 
    Work experience placement

    The Vanguard Group

    Scottsdale, AZ
    2 days ago
  •  ...description Job Title: Experienced Client Service Representative We are currently seeking...  ...cover letter & resume. About Wilde Wealth Management Group: Wilde Wealth...  ...attorneys, and mortgage and insurance specialists all working together toward clients’ diverse... 
    Full time
    Summer work
    Work at office

    Wilde Wealth Management Group

    Paradise Valley, AZ
    22 days ago
  •  ...Edward Jones Generations Client Concierge Specialist The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience...  ...with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning... 
    Temporary work
    Work experience placement
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Scottsdale, AZ
    1 day ago
  • Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment... 

    JPMorganChase

    Scottsdale, AZ
    4 days ago
  • Caprock is seeking a Client Associate to support the Client Advisors Team in Scottsdale, AZ. The role involves coordinating meetings,...  ...of client statements and portfolios. Collaboration across teams is essential to deliver exceptional service. #J-18808-Ljbffr Caprock

    Caprock

    Scottsdale, AZ
    2 days ago
  • Client Support Specialists make Brand Bongo feel human. You’ll triage requests, handle routine website and Care needs, escalated cleanly, and document...  ...: 1+ years in customer support, CSR, or client services Excellent written English and patience with non-technical... 
    Remote work

    Brand Bongo

    Scottsdale, AZ
    3 days ago
  •  ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for...  ...Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,... 
    Contract work
    Part time
    Local area

    Dollar Tree

    Fountain Hills, AZ
    3 days ago
  •  .... You will coordinate all front desk activities, including calls, scheduling, payments, email, scanning, client education, reservations and all other guest services. As a receptionist, you should combine a pleasant personality with a dynamic professional attitude to help... 
    Full time
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Horizon Animal Hospital

    Scottsdale, AZ
    1 day ago
  • Thrive Pet Healthcare - North Scottsdale is hiring an experienced Veterinary Client Service Representative to join our front‑of‑house team. In this relief role, you’ll be a key connection between clients, patients, and medical staff—helping ensure smooth hospital flow... 

    Thrive North Scottsdale

    Scottsdale, AZ
    5 days ago
  •  ...transition in Q1 2026 to our new Schwab Wealth Advisory office located at 8701 E Hartford...  ...management program, dedicated to helping clients achieve their financial goals through personalized...  ...by receiving, triaging, and resolving service and operational requests. In this role,... 
    Work at office

    Charles Schwab Inc.

    Scottsdale, AZ
    4 days ago
  • Customer Service Representative Confidential Scottsdale, Arizona, United States About this position We are currently hiring a full‑time...  ...-quality standards Maintain a strong knowledge base of our client products and services Provide clear explanations of client‑specific... 
    Full time
    Currently hiring

    Confidential

    Scottsdale, AZ
    2 days ago
  •  ...efficiently. If you’re patient, organized, and customer-focused, this is a great opportunity to grow a career in customer support, client services, or account management. What You’ll Do Serve as the primary point of contact for customer questions and support needs Assist... 
    Full time

    FF Inc

    Scottsdale, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!