High-Touch Financial Client Services Specialist
Raymond James
Raymond James in Scottsdale, AZ is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. The role requires effective communication across channels, strong organizational abilities, and precise handling of client data within CRM systems. You will open new accounts, research client information, prepare reports, and assist with marketing events. This is a fast-paced, client-facing position with growth opportunities in a collaborative team #J-18808-Ljbffr Raymond James
- A financial advisory firm in Scottsdale, AZ, is looking for a Client Service Associate. This full-time position requires two years of client service experience and involves managing the client lifecycle, preparing paperwork, and maintaining records. The ideal candidate...SuggestedFull time
- Description This position will support the Private Bankers and clients within the Private Banking group. Responsibilities will... ...loan inquiries, concerns, and maintenance while providing high quality client service and support. Managing the credit card process from start...Suggested
- ...members who make it all possible. As a full-service financial institution, we offer a full range of... ...mission; it’s what we do every day for clients and associates. Learn more about... ...Sunflower Bank, N.A. is seeking an energetic, highly motivated individual to fill the full-...SuggestedFull timeFlexible hours
- ...Exit Partners, under Republic Financial Services, is a nationwide consumer... ...rated attorney and contract specialists to address issues such as hidden... ...communication, and clients across the U.S., Solar Exit... ...empathy and professionalism. High school diploma or equivalent...SuggestedFull timeContract workWork at office
- ...Sales Development Representative The Financial Advisor Services (FAS) story is one of growth,... ...a loyal following by serving advisor clients (Broker-Dealers, RIAs, Banks, Asset Managers... ...throughout the sales process Joining a high-performing team with a collaborative...SuggestedWork experience placement
$110k - $160k
...Cresset is a firm built by clients, for clients. As an... ...The Client Transition Specialist is a highly visible role within the Client Service organization, with a dotted... ...of newly joined financial advisory teams. The Client... ...professionals, providing high-touch support, clear...Shorter hoursFull timeTemporary workWork at officeLocal area- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...extraordinary customer service while maintaining a strong commitment... ...solutions to meet their financial needs. As a Private Client Advisor... ...opportunity employer and place a high value on diversity and...
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...solutions to meet their financial needs. As a Private... ...opportunity employer and place a high value on diversity and...
$20 - $24 per hour
...Customer Service Representative (Financial Services) LHH Recruitment is partnered with a financial services... ...function, coordinating between clients, internal teams, and financial professionals... ...and account activity Deliver a high level of customer service while maintaining...Hourly payFull timeWork at officeMonday to Friday- ...escalated from Primary Fraud Client Services Transition cases seamlessly,... ...Client Engagement and High-Value Servicing Serve inbound... ...resource for primary fraud specialists and partners Provide guidance... .... To work for the long-term financial wellbeing of our clients. To...Work experience placement
- PNC Financial Services Group, Inc. in the Phoenix/Scottsdale area seeks a Client Experience Associate. Based in multiple branches, this in-office role focuses on delivering a unique customer experience and improving financial wellbeing. Responsibilities include handling...Work at office
- ...Biosciences is hiring a full-time Clinical Services, Resolution Support Specialist for our Scottsdale, AZ office, with... ...026. The role focuses on supporting Client Services and problem resolution... .... The position requires a high school diploma (or equivalent) and typically...Full timeWork at office
- A financial services company in Scottsdale, Arizona is seeking a Customer Service Representative. The role involves responding to inquiries from clients and educating them about products. Ideal candidates will have a high school diploma and at least one year of customer...
- ...specializing in permanent fat reduction and coolsculpting. This full-time role focuses on turning warm leads into scheduled consultations with high-volume calling and inbound support. You will educate prospects, book same-day/next-day appointments, and maintain strong show rates...Permanent employmentFull timeWeekend workAfternoon shift
- ...expanding medical spa franchise seeking a driven outbound appointment-setter in Scottsdale, AZ. You will handle high-volume calls, educate prospects on Bodenvy services, and book same-day or next-day consultations to drive show rates. Ideal candidates have a background in...Weekend workAfternoon shift
- ...on a mission to give clients the best chance for investment... .... We're seeking Financial Sales Consultants to... ...right Vanguard products, services, and advice resources... ...the RoleThis is a high touch, consultative sales role... ...appropriate Vanguard resources, specialists, or advice...Full timeWork at office
- ...expert advice and compassionate support to ensure financial well-being and peace of mind for their valued clients. Joining this team means contributing directly... ..., contributing directly to a seamless and high-touch service model and ensuring operational excellence and...Work at officeImmediate start
- ...in Scottsdale, AZ seeks a Private Banking support specialist to assist Private Bankers and clients. You will review loan inquiries, manage credit card... ..., and maintenance efficiently while delivering high-quality service. A candidate should demonstrate strong communication...
- ...a detail‑oriented professional to support Private Bankers and clients within Private Banking. You will review loan inquiries, manage... ...activities, and process wires while delivering exceptional client service. You will collaborate with colleagues, resolve issues, and...
$35k - $50k
...agency. Your attention to detail, customer service skills, and desire to help people make... ...service preferred, and the ability to handle high-stress situations calmly. Compensation... ...help customers with their insurance and financial services needs, including Auto Insurance,...Work at office$40k - $50k
...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities ~ Provide prompt, accurate, and... ...We are an established, growth-oriented agency with a team of highly motivated individuals. We want to work alongside those who...For contractorsWork at office$15.5 - $17.75 per hour
...tennis. Position Summary Reporting to the Sales and Service Manager, a Customer Service Associate is responsible for... ...multiple priorities to meet deadlines and objectives. Education: High School Diploma or equivalent. Experience: Retail sales, customer...Hourly payWork at officeImmediate startFlexible hoursNight shift- ...Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance... ...introduce a superior level of client commitment and service to the... .... Basic Qualifications: High school diploma or equivalent....Full timeSeasonal workWork at officeImmediate startMonday to Friday
- ...Job Description Job Title: Customer Service Representative/Marketing Location: Scottsdale... ...of National Calibration Inc and our clients. Your initial responsibilities will include... ...with customers and team members. High School Diploma or equivalent: Required....Bi-weekly payWork at office
- ...up to $20 million with a full financial package for larger needs. The... ...by responsive customer service. After scaling JR Capital’s... ...Representative will engage with potential clients to understand their financing... ...a fast-paced environment. High level of professionalism,...Base plus commissionFull timeWork at office
- ...their regional operations team. This role significantly impacts client experience and requires strong organizational and... ...ideal candidate will have at least 2 years of experience in financial services, adeptness with Salesforce, and a passion for helping others...
- ...results-driven sales professional to sell Elite Edge workshop tickets from our Scottsdale, AZ office. You will drive revenue through high-volume outbound calls, manage a personal pipeline in HubSpot, and move qualified business owners through our ecosystem with strong...Work at office
- ...to welcome customers and connect them with the right TurboTax service or expert. You will be a trusted host guiding people through their... ...tax season. You will be the face of the brand, delivering a high-touch experience and gathering feedback to improve the customer...Flexible hours
$20.38 - $22.38 per hour
...finds genuine fulfillment in making people feel welcomed, understood, and well cared for. The goal is to provide a thoughtful, high-touch service experience that makes every customer feel genuinely cared for and reassured they are in the right hands. As an in-person...Seasonal workFlexible hoursAfternoon shift- Charles Schwab in Scottsdale is seeking a Regular position in our Service team. You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices while answering inbound calls and guiding clients to the best solutions...
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