Client Service Supervisor - Financial Services
Kestra Holdings
Kestra Holdings is seeking a Supervisor, Concierge to lead a team of Concierge Associates in delivering high standards of client service. You will set clear expectations, coach for performance, and monitor daily workloads to ensure timely and accurate responses to client requests. The role requires leadership experience in financial services, strong communication, and the ability to partner with Operations, Compliance, Technology, and Sales to remove obstacles and improve processes. #J-18808-Ljbffr Kestra Holdings
- ...is dedicated to empowering independent financial professionals-including traditional and... ...their businesses and deliver exceptional client service. We combine advanced business... ...Impact. The Client Service Supervisor in Concierge is a frontline leader responsible...Suggested
- ...to ensure high performance and service consistenc yMonitor, analyze, and... ...timely and accurate resolution of client reques tSupervisor, Concierge Kestra Financial, Inc is the parent company of... ...others through complex workflows. Supervisor, Concierg Licenses :SIE, Series...Suggested
- ...We are seeking an experienced Client Service Professional to join our leadership team as Client Service Supervisor! We are looking for personable yet highly professional "service extraordinaire" to join our growing 5 doctor practice. Under direction from the Hospital...SuggestedFull timeMonday to FridayFlexible hoursShift work
- A veterinary care provider in Arizona is seeking a Client Service Supervisor to lead the front office team, ensuring high-quality client service and efficient operations. This full-time position requires a strong background in veterinary services along with supervisory...SuggestedFull timeWork at office
- Job DescriptionADP is hiring a Principal Client Success Executive for Lyric HCM.Are you ready to manage a book of large, complex global... ....Ready to #MakeYourMark? Apply now!To learn more about Client Services at ADP, watch here: YOU'LL DO: ResponsibilitiesWhat you can...SuggestedContract work
- ...looking for a commercially minded Vice President of Finance to support growth and strategic initiatives. The candidate will provide financial leadership to ensure integrity in reporting and financial discipline while leveraging Trilon’s corporate resources. The successful...
$92.82k - $109.2k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...with small-to-midsized business clients and prospects. This role helps design and... ...by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.The...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week$80k - $140k
The Strategic Account Services (SAS) organization is seeking a Health & Personal Care (HPC) Senior Customer Success Manager to shape the... ...opportunities.The ideal candidate for this role should possess client management skills with the keen ability to work backwards with...Temporary workFlexible hours- Mannik Smith Group is seeking a Vice President of Finance to drive financial leadership and strategy in Tempe, AZ. This position will involve collaborating closely with the President and leadership team to improve business performance and support growth initiatives. The...
- ...The Westin Tempe is seeking a Guest Service Manager to lead our valet and front office team, ensuring every guest feels welcomed from arrival to departure. You will drive daily operations, inspire staff, and uphold brand standards to deliver an exceptional stay at our...Night shiftWeekend work
$62.3k - $103.9k
...customerexpertise. Known for its commitment to service and purpose-driven culture, the Company... ...loan refinancing and free access to financial counseling, education, and tools.... ...with applicable law. Position Details The Supervisor, Customer Experience supervises a team of...Full timeLocal areaRemote work$15 - $16.44 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes... ...comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hours- ...Candidate(s) will be required to work 3 days a week in office/client site as per our Pledge to Flex return to office policy. SAP... ...Customer Experience (CX)- Knowledge of e-commerce, sales, customer service, and marketing processes. SAP Business Transformation...Permanent employmentFull timeWork experience placementWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hours3 days per week
- Client Services Coordinator Trident Consulting is seeking a Client Services Coordinator for one of our clients in Tempe AZ a global leader in business and technology services. Location: Tempe AZ Pay: $30/hr on w2 Schedule: M-F 8am-5pm Required experience: SAP (order...Permanent employmentTemporary work
- Explore Life at Kestra Kestra Holdings Website: Kestra Financial is a wealth management platform dedicated to empowering independent... ...hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with...
$105.4k - $124k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...We are seeking a dynamic and client-focused Project Manager to join our Cross... ...client relationships with new payments services which include a combination of treasury,...Temporary workWork experience placementWork at officeLocal area3 days per week- About the TeamDoorDash's Risk & Insurance team protects and strengthens our business by developing innovative insurance programs and operational strategies that support millions of deliveries worldwide. We partner across Product, Engineering, Legal, Finance, Data Science...Work at officeLocal areaRemote workWorldwide
- ...Consultant (Engagement Director) in Tempe, Arizona. This role offers the chance to provide high-level interim accounting support for clients and requires a minimum of 10 years of experience in public accounting along with a bachelor's degree. The position includes...Interim roleFlexible hours
- ...to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning... ...for yourself.In this role, you'll be a trusted advisor to our clients, using your HR experience, ADP product expertise, and...Work at officeRemote work
- ...day management of the Medical Assistant team, ensuring they are scheduled, performing to standard, and properly integrated into each client workflow. Manage MA scheduling across accounts: coverage planning, rotation, and capacity alignment with active and post‑go‑live...Full time
- A leading financial institution is seeking a Government Relationship Executive to build and maintain profitable client relationships. The role requires over seven years of experience in lending or credit support, comprehensive knowledge of Commercial Banking products,...
- ...Director) CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through... ...tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager,...Hourly payWork experience placementInterim roleFlexible hours
- ...Arizona is seeking experienced Accounting Consultants to provide high-level project-based accounting support. You will work with various clients to design processes, execute engagements, and have the opportunity for travel. The ideal candidate will have at least ten years of...Interim roleFlexible hours
- DoorDash is seeking a Manager, Insurance Claims Operations to lead the next generation of claims operations. This role focuses on strategic initiatives, AI-enabled workflows, and modernization of workflows while collaborating with Engineering, Product, Legal, Data Science...
- JOB SUMMARYSupport financial and operational performance by assisting in the development of financial goals; analyzing results; and developing recommendations for operational improvement. Additional responsibilities include budgeting, period/quarterly reporting and miscellaneous...Contract workLocal area
$60k - $65k
...- $65,000.00/yr Randstad, the world's leading talent company, is hiring Staffing Managers to sell our services and recruit candidates for placement with our clients. We find opportunities to help people thrive and provide for their families. It is a big job! Our Staffing...Full time- ...seeking an Account Manager to develop and maintain strong relationships with our top-tier clients in Tempe, AZ. You will collaborate with internal departments to deliver Paychex services, advocate for clients, and drive revenue growth. The ideal candidate has 5 years in...
$75k
Job Summary The Client Development Manager is responsible for building long-term, trusted... .... Identify opportunities to expand services, scope, and market share within existing... ...Company policies, approval processes, and financial guidelines. Support disciplined opportunity...For contractorsWork at office- Thesciongroupllc is looking for a dedicated Customer Experience Manager in Tempe, Arizona to enhance customer service and support revenue goals across communities. The role involves managing staff, planning events, and ensuring quality property administration. Successful...
- Requisition Number: 103763 Federal Client Executive Location: This is a remote opportunity. Ideal preference is in the DC market. Salary... ...and leadership experience selling technology solutions and services within the Federal marketplace.Proficient with revenue demand generation...Local areaImmediate startRemote work
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