Senior Client Services Lead, Wealth Management (UHNW)
Double Down Group
Confidential in Phoenix seeks a seasoned Head of Client Service — Wealth Management to lead elite client service, onboarding, and reporting for UHNW clients. The role requires deep investment knowledge, strong operational discipline, and the ability to partner across teams to deliver sophisticated service. This senior, hands-on position demands exceptional judgment, discretion, and a track record of managing complex client needs in a regulated environment. #J-18808-Ljbffr Double Down Group
$121.27k - $170k
...team you’re on, REDW is the place to do it! Senior Wealth AdvisorWhat You’ll DoBuild and manage client relationships (new + existing)Lead client meetings and present... ...presentation skillsProven client acquisition and service experienceCritical thinker with strong organization...SeniorWork from home- King's Insurance Staffing is seeking a Senior Wealth Management Client Associate in Phoenix, Arizona. This role focuses on building and maintaining client relationships, assisting with financial planning, and supporting senior advisors in investment strategies. Candidates...Senior
- BridgePort is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This role manages client portfolios, supports... ...relationships through proactive service and trusted advice. The position emphasizes...Senior
$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...SeniorFull timeH1b- Charles Schwab in the United States seeks a Sr. Manager, Wealth Advisor to join Schwab Wealth Advisory. You... ...guidance, oversee complex portfolios, and lead a collaborative advisory team in servicing high-net-worth clients. You will mentor junior SWA members, leverage...Senior
- ...us build the future—and lead the growth of our municipal construction services practice.Our global... ...empowered to build teams, grow client relationships, and... ...looking for?Our Construction Management Group is expanding in... .... We are seeking a Senior Construction Manager /...SeniorFor contractorsWork at office3 days per week
- Ricoh USA, Inc. is seeking a Legal Senior Onsite Service Specialist to provide direct hands-on support within a legal office... ...maintaining professionalism with senior attorneys and clients. The role reports to Site Manager or Assistant Site Manager and requires strong...SeniorWork at office
- ...Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ...and Ultra High Net Worth clients. This leader will partner... ..., and client service excellence.Collaborate with... ...Management experience with HNW or UHNW client relationships, or...SeniorFull timeWork experience placementWork at office
- Fortitude Family Office is seeking an experienced Operations Manager to lead its operations team in Phoenix, Arizona. This role involves managing... .... The ideal candidate has 10+ years of experience in a wealth management or RIA environment and is proactive in optimizing...SeniorWork at office
$175k - $250k
HEAD OF CLIENT SERVICE - WEALTH MANAGEMENT needed at one of our investment management clients!!! On site in Phoenix... ...experience supporting or managing UHNW client relationships. This is a... ...Phoenix metropolitan area. This is a senior, hands-on position for an experienced...- Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.Job Duties... ...personal income, estate and gift tax and wealth retention strategies, as well as taxation...SeniorWork at office
$65k - $75k
...for? CAPTRUST is seeking a Wealth Operations Senior Associate whowill provide support... ...onboarding of new CAPTRUST client accounts. This position... ..., be well-organized, service-oriented, and capable of performing... ...skills; ability to manage time-sensitive tasks simultaneously...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours- Northern Trust seeks a qualified candidate for a role focused on managing complex wealth management client relationships in Phoenix, Arizona. The position involves developing marketing strategies and negotiating loan agreements while providing expert consulting. Candidates...Senior
- RBC Wealth Management in Phoenix is seeking a Senior Financial Associate to be a key member of a large producing FA Team, growing client assets and supporting advisory services. You will conduct in-depth portfolio analyses, recommend investments, educate clients, and implement...Senior
- Columbia Bank in Phoenix, AZ seeks a senior leader to oversee loan servicing operations, ensure accuracy, and... ...customer service. You will shape policies, manage budgets, and drive continuous... ...improvement across the department. You will lead a team of managers and professionals...Senior
- Aramark seeks a Food Service Director to lead dining operations, develop menus, and deliver customer-focused... ...while driving revenue growth and client satisfaction. Responsibilities include recruiting and developing teams, managing budgets, and aligning operations with the...Senior
- PwC is seeking a Wealth Management Tax Services Senior Associate in the United States to provide strategic tax planning, compliance, and advisory services for clients. You will validate compliance, analyze financial data, and prepare tax returns while minimizing risk. The...Senior
- Munters seeks a Service Project Manager to lead HVAC-focused service projects, manage schedules, budgets, and warranty delivery, and serve as the primary post-installation contact for customers. You will coordinate with engineering, sales, and field teams, handle change...SeniorRemote jobFor subcontractor
$15.5 - $17 per hour
European Wax Center in Phoenix, AZ is seeking a Lead Guest Service Associate to provide outstanding guest service in a fast-paced, sales-driven environment. This in-person role emphasizes greeting guests, promoting services, and contributing to center revenue. The position...SeniorHourly payFull timePart time- Willis Towers Watson is seeking a Client Service Lead in the United States (Phoenix area) to manage Client Service Specialists and deliver exceptional client service. You will lead by example, drive operational excellence, and foster accountability and innovation, with...
- Description The Client Service Lead is responsible for managing Client Service Specialists and delivering exceptional client service. This role requires a... ...contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility...Temporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- O.H. Partners seeks an Account Supervisor for Client Services to act as the primary client contact, ensuring... ...stay on strategy, budget and schedule. You will lead a team, manage timelines and budgets, and partner with senior management to resolve issues. The role...
$77k - $214k
Industry/SectorAsset and Wealth... ...our people in tax services focus on providing... ...advice and guidance to clients on tax planning, compliance... ...learning how to manage and inspire others... ...experiences you need to lead and deliver value... .... As a Senior Associate you shall...SeniorFull timeSecond jobH1b$124k - $335k
Industry/SectorAsset and Wealth... ...OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play... ...pivotal role in advising clients on their local and... ...for our Financial Services clients. Your insights... ...your skills to lead large projects, innovate...SeniorFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth... ...career in our Financial Services Tax practice, within... ...opportunity to help our clients meet their tax obligations while managing the impact tax has... ...in the future.As a Senior Manager, you'll work... ...engagements.Initiate and lead open conversations...SeniorFull timeH1bLocal areaOverseas- ...in Phoenix to support bank products and services. You will review processes, handle complex... ...improve workflows while delivering excellent client service. The role requires a Bachelor's... ...experience, and offers opportunities to lead a small work group and contribute to...Senior
$100k - $350k
...Job Description Our client, a highly successful, nationally recognized Wealth Management Team, is seeking to add a Senior Wealth Management Client... ...alongside senior advisors Lead and participate in client... ...relationships through a high-touch service model Qualifications:...SeniorTemporary workFlexible hours- A leading accounting firm in Phoenix, Arizona is seeking a Tax Experienced Manager for its Private Client Services. The successful candidate will manage tax compliance and consulting engagements, supervise staff, and develop client relationships. A Bachelor's degree and...Senior
- Charles Schwab in Phoenix seeks a Client Service Manager to lead day-to-day retirement plan administration and client service delivery. You will oversee relationships with plan sponsors and participants, ensuring accurate recordkeeping and compliant processes while coordinating...
$102.5k - $139k
...Scottsdale seeks a Private Banking Officer III or IV to manage banking and wealth management for affluent clients. Key responsibilities include client relationship... ...candidate has significant experience in financial services and knowledge of banking products and regulations....Senior
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