Client Account Operations Specialist
Kestra Financial, Inc.
Kestra Financial, Inc. is seeking a Client Service Specialist to join the Account Services team in Tempe. You will reliably process work queues for client account setup, maintenance, and various transactional items, ensuring accurate records and high-quality support for internal partners and clients. The role rewards detail-oriented professionals with strong communication skills who can multi-task in a fast-paced financial services environment, contributing to efficiency, compliance, and the #J-18808-Ljbffr Kestra Financial, Inc.
$75.82k - $89.2k
...and serve as a key liaison between clients, business partners, and operational teams. You'll work closely with... ...knowledge of the legal, regulatory, and accounting principles that impact the ETF... ...with senior level Operations Specialists on keeping abreast of industry updates...SuggestedFull timeWork at officeLocal areaRemote workFlexible hours3 days per week$60k - $114k
...across the United States, serving clients with domestic and international operations. At Husch Blackwell we believe... ..., and inclusive team culture of accountability and purpose that makes our Firm... ...locations. The Senior Client Account Specialist ensures that the firm receives...SuggestedFull timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift work- ...Job Description We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. We are in a multi-trillion dollar industry because people need our help. This role focuses on helping...SuggestedRemote work
- ...About the Role The seasonal Operations Technical Specialist supports the operational readiness of H&R Block's seasonal tax office network. This... ...is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've...SuggestedPart timeWork experience placementSeasonal workWork at officeRelocationFlexible hours
$17.23 - $28.72 per hour
...Cash Management Retirement Senior Operations Specialist Build a career that matches all your initiative... ...to shape your success while helping clients pursue their financial goals. Job... ...assets and securities in Retirement accounts are followed and can make decisions...SuggestedWork from home- Edward Jones in Tempe, AZ is seeking an Overlay Operations Associate to ensure client accounts are in good order and tradable daily. You will collaborate across departments, support UMA accounts on VestmarkOne, and handle settlements and corporate actions. The role requires...Work at office
- ...hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with... ...to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork. What You Bring: High School...Immediate start
- ...INW Phoenix Formulations is currently seeking an experienced Accounts Manager. We are looking for a positive, professional, who is honest... ...complaints, resolve any issues faced by customers or by operations to achieve accurate, on time delivery. Acquire a thorough understanding...Work experience placementWork at officeMonday to Friday
- ...We are bringing on Cruise Operations Support Specialists to join our remote team. You will assist clients with planning, booking, and support throughout their journeys. Responsibilities Support clients with travel planning and reservations. Provide clear, professional...Remote work
- ...while developing an understanding of function, policies, procedures, and compliance requirements. You will provide information to client personnel in Customer Service. Required Skills & Qualifications 6 months of Customer Service, Financial Services, or Contact Center...Work experience placement
- A pool operations company in Tempe, Arizona, is seeking a Pool Operations Manager to lead technical trade practices and drive best operational... ...performance, enhancing service quality, maintaining proactive client communication, and managing inventory effectively. Candidates...
- Fairygodboss is hiring for a Branch Operations Lead at Chase in Tempe, Arizona. This role involves working closely with the Branch Manager and the branch team to ensure exceptional client experiences and efficient branch operations. The ideal candidate will have retail...
- ...3 years of experience leading teams in a complex operations environment with financial, regulatory, and client service risk. Strong leadership skills with a track... ...a 401k retirement plan, and tax‑advantaged accounts: health savings account, and flexible spending account...Temporary workWork at officeHome officeFlexible hours
- JPMorgan Chase & Co. in Tempe, AZ is seeking a Branch Operations Lead to oversee daily branch operations, guiding staff and ensuring accurate transactions while promoting self-service options for clients. You will collaborate with the Branch Manager to maintain regulatory...
- Quavo, Inc. is seeking a Vice President of Client Processing to lead the back-office dispute operation. You will build the Phoenix onshore center, manage an offshore BPO partner, and guide the transition toward AI-enabled, higher‑judgment review while preserving quality...
- ...Home Lending Account Specialist At JPMorganChase, you'll be at the forefront of delivering... ...you will strive to deliver exceptional client service by assisting our customers throughout... ...first in customer satisfaction. Operations teams develop and manage innovative, secure...Work at officeRemote work
$23 - $25 per hour
Full-time Description As a Client Operations Analyst, you will play a central role in delivering an exceptional client experience by combining... ...genuine commitment to the people we support. Please Note: Accountability and measurable results are core to our company. High...Hourly payFull timeWork at office- Kestra Financial, Inc. is seeking a Client Service Supervisor in Tempe to lead a team of client service professionals, ensuring high-quality experiences for advisors and clients. The role combines hands-on problem solving with people leadership, performance management,...
- Kestra Financial is seeking a Client Service Supervisor to lead a team of Client Service Associates and Specialists, ensuring exceptional advisor and client experience. You will manage daily operations, conduct coaching, and drive process improvements while maintaining...
$20 per hour
...Description Description: About the Role We're a Denver-based apartment turnover ("turns") company looking for a detail-oriented Client & Contractor Coordinator to be the daily point of contact between our clients and our contractor workforce. You'll manage client...Contract workPart timeFor contractorsImmediate startRemote work$25 per hour
...day care, and more! Ready to roll with us? Click Apply to join the WM team today. I. Job Summary At WM, the Senior, Operations Specialist for Collections provides advanced clerical and administrative support to departmental Managers, and assists in coordinating...Full timeContract workTemporary workWork experience placementWork at officeLocal areaShift work$18 - $20.5 per hour
...Full Time Position Type: Regular Your Role at Sephora: As an Operations Associate , you’ll be the backbone of the store—ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising, your...Hourly payFull timePart timeFlexible hoursShift workNight shiftWeekend work$23.25 - $37.05 per hour
...match items accurately, communicate with business partners. Require knowledge in at least one of the following, Banking Operations, Accounting, Reconciliation. Experience in more than one is ideal. Intermediate Excel experience (formulas, functions, pivot...Full time- ...Description The Operations Specialist plays a critical role in maintaining efficient operations so Advisors and Client Service teams can focus on delivering exceptional service... ...daily operational workflows, including account openings, asset movements, service requests...Work at officeLocal area
- We are hiring a Sales Account Specialist to join our Intellectual Property team at Clarivate. This is a salesdriven, hunter role focused on... ...compelling value propositions, and convert prospects into long‑term clients. About You - Experience, Education, Skills, and...Permanent employmentFull timeWork experience placement2 days per week3 days per week
- ...Specialist I In Account Service At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents... ..., you will be the first point of contact for our clients, providing exceptional customer service for various financial...
- ...Client Service Specialist Kestra Financial is a wealth management platform dedicated to empowering independent financial professionalsincluding... ...Specialist, you are a key contributor to the daily operational excellence of the Account Services department. Your primary responsibility...Work at office
- ...Specialist I In Account Service At JPMorganChase, you'll be at the forefront of delivering exceptional... ...be the first point of contact for our clients, providing exceptional customer... ...and able to work schedules during our operating hours, which may include evenings and...Afternoon shift
$22.5 - $30 per hour
Position Overview The Private Wealth Management (PWM) Account Opening Specialist works with Wealth Management and Operations to fulfill new account opening requests for... ...and interpersonal communication skills. Proven client service and problem‑resolution skills. Proficient...Hourly payTemporary workWork at officeLocal area3 days per week- U.S. Bank is seeking a Private Wealth Management (PWM) Account Opening Specialist to manage account openings for banking and investment accounts.... ...Associate's degree or equivalent experience, possess strong client service skills, and demonstrate proficiency in Microsoft...Work at office3 days per week
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