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 Holdings
- ...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
- A financial services company in Tempe, AZ is hiring for a Full-Time position requiring excellent communication... ...experience. The role involves supporting clients, keeping up to date with training, and contributing to team success. Candidates should have a Bachelor's degree...SuggestedFull time
- ...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
- ...Position : Customer Service Associate Level II Location : Tempe, AZ Duration : 4 Months Contract... ...Total Hours/week : 40.00 1st Shift Client: Medical Device Company Level Of Experience... ...to ensure effective communication and success of key initiatives Answer incoming...SuggestedContract workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...Position: Customer Care Specialist II - Urgent Need Location: Tempe... ...launches. ~ Resolve service complaints to the satisfaction... ...with quality and accuracy. Financial Impact: The degree to which... ...effect on the company’s success. Knowledge ~2+ years business...SuggestedContract workWork at officeFlexible hoursShift workDay shift
- 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...
- ...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...
- ...enthusiasm for helping our clients, building... ...extraordinary customer service while maintaining a strong... ...New Client Investment Specialist in J.P. Morgan Wealth... ...Solid understanding of financial markets and can effectively... ...linked to our success. We are an equal opportunity...Work at officeRemote workMonday to Friday3 days per week
- ...enthusiasm for helping our clients, building... ...extraordinary customer service while maintaining a strong... ...New Client Investment Specialist in J.P. Morgan Wealth... ...Solid understanding of financial markets and can effectively... ...linked to our success. We are an equal opportunity...Work at officeRemote workMonday to Friday3 days per week
- ...contract opportunity! A well-known Financial Services Company is looking for a Customer Service Specialist in Irving, TX OR Tempe AZ (... ...benefit package! Our client has been around for over 150 years... ...agents to gather feedback on the successes of the pilot, what could be improved...Long term contractContract workWork at officeWork from home3 days per week
$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- ...their dreams. We help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance... ...: Spanish Apply Now And Let Us Put You On The Path To Success. State Farm agents are independent contractors who hire their...For contractorsWork at office
- ...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...
- ...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
- ...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
$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$51.1k - $70k
...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$20.04 per hour
...Member Service Rep II Job Category: Branch Operations Requisition Number: MEMBE001636 Dobson... ...similar related sales experience, at a financial institution. Knowledge and Skills:... ...Resource Policies. 12. Responsible for successful outbound sales calls to existing and...Work at officeFlexible hours$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- 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...
- 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
$48k
...is hiring an entry-level Account Coordinator for their Customer Success Team in Tempe, Arizona. This full-time position involves... ...closely with Account Directors and the Production team to meet client needs and ensure timely deliverables. Ideal candidates should have...Full time- ...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
$60k - $80k
...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...Full timeFor contractorsWork at officeFlexible hours- ...JOB SUMMARY: The Staff Accountant II will prepare tax schedules and reports for state... ...US Defense Contractors, and prospective clients. Must facilitate, provide required documentation... ...to management. Must be able to analyze financial and operational systems using accepted...For contractorsWork experience placement
- ...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
- ...an enthusiasm for helping our clients, building relationships, and... ...delivering extraordinary customer service while maintaining a strong... ...As a New Client Investment Specialist in J.P. Morgan Wealth Management... ...63 Solid understanding of financial markets and can effectively...Work at officeRemote workMonday to Friday3 days per week
- ...Join our team as a Customer Service Associate II and create an inviting shopping experience for our customers. Your role will involve assisting with daily operations, managing sales transactions, and ensuring a clean and welcoming environment. If you have a positive disposition...
$24 - $28 per hour
...Sales Team! At Gothic Landscape, great client experiences don't just happen in the... ...on action items Draft and prepare financial, statistical, and narrative reports... ...industry leader with over 40 years of success Play a key role in supporting high...Contract workWork at office$23 - $25 per hour
...Customer Service Specialist Client: Financial Services Location: Irving, TX or Tempe, AZ – Hybrid (3 days onsite Tue–Thurs; training first month onsite 5 days) Contract Length: 6 months (possible extension or conversion) Pay Rate: $23 - $25 Top Requirements...Contract work
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