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.
- ...financial professionals to deliver comprehensive securities and investment advisory solutions. We are seeking a Client Service Specialist to join the Account Services team, handling account setup, maintenance, asset transfers, and data integrity with a strong focus on accuracy...Suggested
- ...empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency,...Suggested
$50k - $54k
...Client Operations Coordinator ER2 partners with organizations ranging from growing businesses to some of the world's largest enterprises... ...ER2, we believe strong organizations are built by humble, accountable, growth-minded people who are committed to serving others and...SuggestedFull timeWork at officeMonday to Friday- ...Crisis Operations Specialist Schedule: Every other Wednesday, Every Thursday - Saturday from 6:45 am to 7:15 pm Location: Wednesdays and... ...agencies to provide the appropriate level of care for each client. At CPR, we are committed to making diversity, equity, inclusion...SuggestedWork at officeRemote workShift work
$23.57 - $39.32 per hour
...Estate Senior Operations Specialist What if you could build a career where ambition meets innovation... ...to shape their success while helping clients pursue their financial goals with... ...manage certain LPL retail investment accounts that were formerly managed by independent...SuggestedWork from home- ...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...Part timeWork experience placementSeasonal workWork at officeRelocationFlexible hours
- ...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
- Operations Specialist II - Money Movement Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United... ...their businesses and deliver exceptional client service. We combine advanced business... ...a demonstration of professionalism, accountability, customer/client focus, and teamwork....Immediate start
- Kestra Financial is seeking a detail-oriented Client Service Specialist to support the Account Services team. You will accurately process account openings, maintenance requests, and asset transfers, while ensuring data integrity and regulatory compliance. You’ll serve...Work at office
$16.1 per hour
Cash Management Operations Specialist 12+ month contract Tempe, AZ/Fort Mill, SC (Hybrid) Position... ...processing with inbound and outbound client/advisor interactions. Key Responsibilities... ...20+ hours per week) Health Savings Account (HSA) (for employees working 20+ hours...Contract workWork at office- Northern Trust, a global leader in wealth management and asset servicing, seeks a client-focused professional in Tempe to support account opening, servicing, and trade execution. You will assist Financial Advisors in tailoring investment objectives to risk and market conditions...
- Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing... ...of resolution to support the client's business operations, identifies product/service gaps and development...Flexible hours
- Kestra Financial, Inc. is seeking a Client Service Specialist to support the Account Services team in Tempe. You will process account openings and maintenance while ensuring accuracy and regulatory compliance. Role requires strong attention to detail, excellent communication...Work at office
- ...Sequoia, based in Tempe, Arizona, is seeking a Benefits Administrator to serve as the primary liaison for clients on benefits inquiries and to manage events, audits, and data integrity across HRIS and payroll systems. You will collaborate with vendors and internal teams...
- ...Kestra Financial Client Service Specialist Kestra Financial is a wealth management platform dedicated to empowering independent... ...Specialist, you are a key contributor to the daily operational excellence of the Account Services department. Your primary responsibility...Work at office
- ...their businesses and deliver exceptional client service. We combine advanced business... ...with Impact. The Sr. Onboarding Operations Specialist plays a critical role in supporting new... ...engagements, addressing operational and account setup questions. Lead training sessions...
- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager... ...point of resolution to support the client's business operations, identifies product/service gaps and development opportunities...Flexible hours
- 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...
- ...Specialist II In Account Service At JPMorganChase, you'll be at the forefront of delivering exceptional... ...the first point of contact for our clients, providing exceptional customer... ...preferred experience supporting multiple CCB Operations functions or lines of business....Afternoon shift
$18 - $20.5 per hour
...Operations AssociateAs 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 attention to detail and proactive mindset will...Hourly payPart timeShift workNight shiftWeekend work$15.15 per hour
...Seasonal Operations Specialist Tempe, AZ Help empower our global customers to connect to culture through their passions. Why You'll Love This Role Interested in growing your career on the cutting edge of culture, working for the company selling the hottest...Seasonal workLocal area- 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
- JPMorgan Chase & Co. seeks a Specialist I in Account Service in Tempe, AZ. You will be the first point of contact for clients, delivering outstanding service for a range of financial products. Expect inbound calls, relationship-building, and practical solutions in a fast...
$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- JPMorganChase is seeking a Specialist I in Account Service to be the first point of contact for clients, delivering exceptional service for a range of financial products. This role focuses on inbound calls, building strong relationships, and offering solutions in a dynamic...
$18 - $20.5 per hour
...Operations Associate As an Operations Associate, you'll be the backbone of the storeensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising, your attention to detail and proactive mindset...Hourly payFull timePart timeFlexible hoursShift workNight shiftWeekend work$20 - $26.39 per hour
...Description U.S. Bank is hiring for multiple Part-Time Custody Operations Specialist roles to support our Operations teamsand we'd love for you... ...Experience Foundational understanding of regulatory and accounting principles within Wealth Management & Investment Services...Permanent employmentTemporary workPart timeWork experience placementWork at officeLocal areaFlexible hours3 days per week- ...Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management... ..., we have been dedicated to helping our clients manage operations, mitigate risk, and... ...in establishing or maintaining deposit accounts, across the BOKF footprint. The CSC is...
$21.63 per hour
...Time And Expense Operations Associate The Time And Expense Operations Associate is responsible... ...payroll system Communicate with clients and contractors to obtain approved... ...degree in Human Resources, Business, and Accounting preferred ~ Ideal candidates would have...For contractorsWork experience placementInternshipWork at officeFlexible hours
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