Elite Wealth Client Experience Specialist
$62.3k - $122.4kOld National Bank
Old National Bank, a longstanding financial services firm, seeks a 1834 Wealth Client Experience Specialist to support High Net Worth Advisors with client service, administrative tasks, and growth initiatives. The role emphasizes independent judgment, CRM usage, and compliance, with a salary range of $62,300 to $122,400 plus bonus, and benefits including medical, dental, and vision insurance, 401K, continuing education opportunities, and an employee assistance program. #J-18808-Ljbffr Old National Bank
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- ...TRC's partner, a Leader within Wealth Management, has a direct hire opportunity for a... ...Series 24 (or Series 8 or 9/10) required. Experience reviewing securities, annuity, or... ...ensure investment recommendations align with client objectives, financial circumstances, and...SuggestedFull time
- ...Private Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .... You provide an exceptional investor experience by offering advised solutions and Chase...Suggested
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .... You provide an exceptional investor experience by offering advised solutions and Chase...Suggested
$65k - $70k
...Client Experience Specialist (CXS) Luxury Presence is building the AI growth platform for real estate. Backed by Bessemer Venture Partners and other top investors, we're a Series C company that has hit $100M in annual recurring revenue. More than 90,000 real estate...Flexible hoursShift work- 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...Full time
- J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ Location: Scottsdale, AZ, United States Job Information: - Job Identification... ...Financial Advisor role or equivalent financial services experience. Demonstrated success in client acquisition,...Full time
- Dexian is seeking candidates in Scottsdale, Arizona, for a role that requires wealth management or broker dealer experience. The position is open to recent graduates with a Bachelor’s degree in Finance and Business. The successful candidate will process brokerage account...
- ...At Equitable Advisors, a leader in the wealth management industry, we embrace the power... ...income potential! Role Highlights Client Engagement: Cultivate and expand your... ...schools and municipalities Skills & Experience Education: Bachelor's degree or equivalent...Full timeWork experience placementLocal areaRemote workFlexible hours
- OverviewThe Client Experience Consultant (CEC) plays a critical role at the center of the sales and client engagement process, partnering closely with Sales and Relationship Management teams to bring client solutions to life. This team supports both prospective and existing...Full time
- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals... ..., and stay informed on markets and digital tools to enhance the investor experience. #J-18808-Ljbffr JPMorgan Chase & Co.
- Walgreens in Scottsdale, AZ is looking for a Customer Experience/Operations Associate to deliver friendly checkout service and assist customers with products and services. You will greet customers, answer questions, ring up purchases, handle returns, stock shelves, and...Flexible hoursAfternoon shift
- Dollar Tree Stores in Fountain Hills is seeking a part-time Customer Service Associate to ensure a great shopping experience. Responsibilities include managing sales transactions, assisting customers, keeping the store well-stocked, and maintaining cleanliness throughout...Part time
- The Finish Line, Inc. is seeking a customer-focused Associate in Scottsdale to deliver exceptional shopping experiences and support daily store operations. You will assist customers, manage merchandise, and help drive sales in a fast-paced environment. We offer competitive...Flexible hoursWeekend work
- ...fragrance and beauty brand, seeks a Brand Ambassador to engage clients with expert product knowledge and personalized service. You... ...proactive approach to expanding the client base with a strong focus on exceptional customer experiences. #J-18808-Ljbffr Brobston Group
- Overview About the Role We are seeking a hospitality-focused customer experience professional who 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...Seasonal workFlexible hoursAfternoon shift
- ...prospective purchasers, build rapport, and guide them through the tour experience in a professional, ethical, and customer-focused manner. You... ...presentations, and participate in training with path to Elite Sales Consultant and strong earning potential. #J-18808-Ljbffr...
$22.5 - $30 per hour
...primary, daily contact between Wealth Management Trust, Banking, or... ..., handles day-to-day client calls and transactions and problem... ...Management Advisor or respective specialist. Works proactively to... ...Associate degree, or equivalent work experience Five or more years of...Temporary workWork experience placementWork at officeLocal area- ...for a sales distribution role within the Client Coverage Group at State Street... ...Regional Consultant, Model Portfolios - US Wealth, AVP will join our U.S. Wealth team and... ...by start date).3-5 years of investment experience is preferred, ideally within the Broker...Full timeTemporary workCurrently hiringWork at officeFlexible hours
$55k
...Client Services - Service Specialist The Client Service Specialist is responsible for processing service items for existing Trajan Wealth clients while providing excellent customer service with great... .... Preferred 2 years of experience in financial services; investment...Temporary workWork at office- Ingram Micro is seeking a customer-focused and detail-oriented Customer Experience Representative to support our growing Public Sector team. You will be a primary point of contact for customers, handling order management, shipment tracking, account inquiries, and issue...
$49.5k - $79.2k
...shape tomorrow - it’ll be a fun journey! About The Role Ingram Micro is seeking a customer-focused and detail-oriented Customer Experience Representative to support our growing Public Sector team. In this role, you will serve as a primary point of contact for customers...Temporary workWork at officeWorldwide- ...back-of-house operations. You will greet customers, process transactions, stock shelves, and help maintain an exceptional in-store experience. The role requires 1-2 years in a high-volume, customer-driven environment, open availability including evenings and weekends,...Full timeAfternoon shift
- Fox Factory is seeking an entry-level Customer Support Specialist to guide customers and dealers through the FOX experience. You will answer calls and emails, provide product information, and help with orders and basic troubleshooting. You will use product knowledge to...
$20 per hour
...greet customers, handle administrative tasks, schedule and invoice, and respond to inbound calls and emails, delivering a memorable experience with every interaction. You'll join a company that emphasizes work-life balance and offers a competitive $20/hour base pay, a...- ...over the phone or online, schedule appointments, press garments, and ensure items are ready for pickup, delivering an A+ customer experience. The role reports to the Store Manager and involves teamwork, problem solving, maintaining store standards, handling transactions...
- ...part-time positions in Scottsdale, AZ. You will play a crucial role in delivering excellent customer service, ensuring a positive experience for all visitors. Join a purpose-driven team that values diversity and offers robust training and benefits, all while...Full timePart time
- 2nd Swing Golf in Scottsdale, AZ is seeking a part-time in-store Associate to deliver a great guest experience. You will handle golf equipment purchases and trade-ins, answer product questions, and keep checkout running smoothly while working in a fast-paced retail environment...Part timeWeekend work
$16.15 - $16.65 per hour
...price retailer. Job Description: Opportunity: Grow Your Career Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs....Hourly payTemporary workLocal areaHome officeFlexible hoursNight shift
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