Client Onboarding & Account Operations Specialist
Kestra Financial
Kestra Financial, a wealth management platform based in Tempe, Arizona, partners with independent 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 and service excellence. This role offers growth within a collaborative, client-focused environment. #J-18808-Ljbffr Kestra Financial
- 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...Suggested
- Kestra Financial is seeking a Client Service Specialist to join the Account Services team. You will process account openings and maintenance, manage transfers... ...with Microsoft Office will help you succeed and grow within Kestra's operations. #J-18808-Ljbffr Kestra HoldingsSuggestedWork at office
- 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...SuggestedWork at office
- ...grow their businesses and deliver exceptional client service. We combine advanced business... ...with Impact. As a Client Service Specialist, you are a key contributor to the daily operational excellence of the Account Services department. Your primary responsibility...SuggestedWork at office
- UDA - United Dairymen of Arizona is seeking a People Operations Generalist to support daily HR operations, including onboarding, offboarding, payroll processing for 300+ employees, and benefits administration. The role emphasizes maintaining accurate HRIS data, policy...SuggestedRemote jobWork at office
- ...platform helping independent professionals grow their businesses and deliver excellent client service. We seek a detail-oriented Client Service Specialist to efficiently process account openings, maintenance, and various transactions while ensuring accurate client...
$75.82k - $89.2k
...as a key liaison between clients, business partners, and operational teams. You\'ll work... ...legal, regulatory, and accounting principles that impact the... ...senior level Operations Specialists on keeping abreast of industry... ...production, client onboarding or trade settlement General...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...seeks a Small Business Support Specialist to assist Relationship Managers with lending support and client service. You will coordinate loan administration, onboarding, and portfolio follow‑up while... ...with CRM systems and banking operations to help drive portfolio growth...
- ...Client Accounting Services Department Manager The Client Accounting Services Department Manager is a senior leadership role responsible for... .... Ensure high-quality service delivery, compliance, and operational efficiency. Required Qualifications 10+ years of experience...Full timeWork at officeRemote work
$17.23 - $28.72 per hour
...Financial to shape your success while helping clients pursue their financial goals.... ...The Cash Management Retirement Senior Operations Specialist is responsible for complex escalations... ...of assets and securities in Retirement accounts are followed and can make decisions related...Work from home- Western Alliance Bank is seeking an AB Client Transition Advisor in Chandler, AZ to support onboarding and transition of new and existing clients. You will coordinate with clients, bankers, and sales reps, deliver initial training on new services, and ensure smooth implementation...
- ...Seasonal Operations Technical SpecialistThe seasonal Operations Technical Specialist supports the operational readiness of H&R Block's seasonal tax office network. This... ...to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years...Part timeSeasonal workWork at officeRelocationFlexible hours
- 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
- ...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
$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- 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...
- ...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...
- ...Cruise Operations Support SpecialistWe are bringing on Cruise Operations Support Specialists to join our remote team. You will assist clients with planning, booking, and support throughout their journeys... ...work flexibility.Training and onboarding.Growth opportunities.Travel...Remote work
$65k
...partner directly with our Recruiting Operations Manager on the projects shaping the future... ...scheduling, compliance, or onboarding gaps Keep workflows tight and aligned... ...Bonus: experience supporting a specific client or account-based hiring program Willingness to travel...Permanent employmentTemporary workFor contractorsWork at office- Soar Autism Center in Gilbert, AZ is hiring a Market Operations Specialist to support center operations, logistics, and business processes... ...maintain day-to-day operations, scheduling, candidate onboarding, and client communications. The position emphasizes in-person work...Full timeWork from home
$32k
...Model. The AZ Market Operations team is looking to fill... ...Market Operations Specialist position. This person... ...and cancellations on clients are minimized. Proactively... ...Ensuring a smooth onboarding experience for new... ...collaborative, high‑accountability environment where strong...Full timeWork at officeLocal areaWork from homeNight shift$15.6 per hour
...the Team DashMart is a local-fulfillment center owned and operated by DoorDash, offering customers fast, reliable, and high... ...up on time and be ready to go. You’ll start with DashMart onboarding ( two shifts ) and complete one 4-hour training shift (must...Hourly payFull timePart timeWork at officeLocal areaRemote workFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shift$42.4k - $52k
Job Profile: Student Support Specialist 1 Job Family: Student... ...student-centered Academic Operations Support Specialist who is passionate... ..., deadlines, registration, onboarding, progression milestones,... .... Promote a culture of accountability, collaboration, innovation,...Full timePart timeInternshipWork at officeRemote workRelocation packageFlexible hours$70k - $115k
PowerToFly, located in Tempe, Arizona, is seeking an Institutional Client Specialist to enhance client service for institutional clients. This... ...requires maintaining high-quality client relationships and onboarding new institutional clients with complex documentation. Ideal...$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$48k
...As an entry-level Account Coordinator for the Customer Success Team, you must possess superior... ...and have working knowledge of Agency-Client relationships and processes. You work... ...Directors (RADs), and the Production and Onboarding team members to ensure timely...Full timeWork at officeFlexible hours- 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...
- 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,...
$38.9k - $78.8k
...Implementation Consultant II to join ADP in Tempe, Arizona. This role involves consulting with clients to provide tailored ADP solutions, leveraging consulting expertise to ensure optimized onboarding experiences. The ideal candidate will have a strong foundation in business...
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