Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Specialist

Morgan Stanley

Morgan Stanley in Scottsdale, AZ is seeking an Administrative Support professional to assist Financial Advisors and teams with client relationship management and daily office operations. The role includes processing money movements, handling routine client inquiries, maintaining documentation, and helping onboard clients. You will also support digital tool adoption and coordinate schedules, travel, and expense reporting. #J-18808-Ljbffr

Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Client Service Specialist in Scottsdale, AZ vacancy
  •  ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experiencecoordinating onboarding, managing communications... 
    Suggested
    Work experience placement
    Work at office

    Baird

    Scottsdale, AZ
    3 days ago
  • El Dorado Animal Hospital in Fountain Hills, AZ is seeking an outgoing Veterinary Receptionist / Client Service Representative to greet clients and manage daily operations. You will welcome clients, schedule appointments, coordinate patient flow, and support the team with... 
    Suggested

    El Dorado Animal Hospital

    Fountain Hills, AZ
    3 days ago
  • Accreditation Council for Graduate Medical Education is seeking a Veterinary Client Service Representative in Scottsdale, AZ. In this role, you will greet clients, assist with registrations, and manage patient records, all while contributing to a positive hospital atmosphere... 
    Suggested

    Accreditation Council for Graduate Medical Education

    Scottsdale, AZ
    1 day ago
  • 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... 
    Suggested
    Full time

    Mariner Advisor Network

    Scottsdale, AZ
    3 days ago
  • Vanguard Group, Inc. is seeking a Client Service Excellence Representative to support Personal Investor clients via inbound calls and provide expert guidance through the onboarding and retirement process. The role rewards strong customer service with ongoing training and... 
    Suggested
    Remote job

    Vanguard Group, Inc.

    Scottsdale, AZ
    1 day ago
  • Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors/Private Wealth Advisors. The role emphasizes building trusted client relationships, onboarding and maintaining accounts, and assisting with... 

    Morgan-Stanley

    Scottsdale, AZ
    5 days ago
  • Raymond James in Scottsdale, AZ is seeking a Registered Client Associate to support financial advisors, handle client inquiries, open...  ...manage data in CRM. The ideal candidate has 3+ years in financial services, licenses SIE/Series 7/63, and excels in office software and... 
    Work at office

    Raymond James

    Scottsdale, AZ
    5 days ago
  • $62.3k - $122.4k

    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... 

    Old National Bank

    Scottsdale, AZ
    3 days ago
  • Key Wealth Management is seeking a Registered Client Associate to support financial advisors and staff at the Scottsdale, AZ office. You will handle client inquiries, account information, meeting scheduling, and data entry for financial plans, leveraging CRM systems and... 
    Work at office

    Fwainvest

    Scottsdale, AZ
    4 days ago
  • Thrive Pet Healthcare is seeking a compassionate Veterinary Client Service Representative to join the team at Dynamite Animal Hospital in Scottsdale, Arizona. This role involves greeting clients, scheduling appointments, and ensuring seamless communication within the team... 

    Thrive Pet Healthcare

    Scottsdale, AZ
    5 days ago
  •  ...Edward Jones Generations Client Concierge Specialist The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience...  ...with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning... 
    Temporary work
    Work experience placement
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Scottsdale, AZ
    4 days ago
  •  ...efficiently. If you’re patient, organized, and customer-focused, this is a great opportunity to grow a career in customer support, client services, or account management. What You’ll Do Serve as the primary point of contact for customer questions and support needs Assist... 
    Full time

    FF Company

    Scottsdale, AZ
    3 days ago
  • Thrive Pet Healthcare - North Scottsdale is seeking a Veterinary Client Service Representative to join our front‑of‑house team in a collaborative emergency and specialty hospital. You’ll greet clients and pets, assist with registrations, and coordinate appointments to... 

    Thrive Pet Healthcare

    Scottsdale, AZ
    3 days ago
  • Thrive Pet Healthcare in North Scottsdale, AZ is seeking a full-time Client Service Representative to be the friendly first contact for clients and their pets. You will warmly welcome clients, coordinate appointments, and support clear communication between pet parents... 
    Full time

    Thrive-Pet-Healthcare

    Scottsdale, AZ
    5 days ago
  •  ...Job Title: Customer Service Representative/Marketing Location: Scottsdale, AZ Company: National Calibration Inc. Pay / Salary: DOE, Competitive...  ...Service: Deliver exceptional customer service, ensuring all client inquiries are addressed promptly, professionally, and with a... 
    Bi-weekly pay
    Work at office

    National Calibration Inc

    Scottsdale, AZ
    3 days ago
  •  ...looking for a motivated, experienced Licensed Insurance Customer Service Sales Representative to join our high-performing team in...  ...that has built a track record of exceptional sales performance, client service, and growth. We are looking for someone who is competitive... 
    Hourly pay
    Monday to Friday
    Flexible hours

    Barrera Insurance Agency

    Scottsdale, AZ
    12 days ago
  • $65k

     ...Client Services Representative Mission Wealth is hiring a growth-minded Client Services Representative to join our high-performing Operations department. This is an opportunity to elevate your career in wealth management, working with a team that will inspire your professional... 
    Full time

    Mission Wealth

    Scottsdale, AZ
    1 day ago
  •  .... You will coordinate all front desk activities, including calls, scheduling, payments, email, scanning, client education, reservations and all other guest services. As a receptionist, you should combine a pleasant personality with a dynamic professional attitude to help... 
    Full time
    Flexible hours
    Shift work
    Weekend work
    Day shift

    HORIZON ANIMAL HOSPITAL LLC

    Scottsdale, AZ
    12 days ago
  • $18 - $22 per hour

    Veterinary Receptionist / Customer Service Representative Fountain Hills, AZ El Dorado Animal Hospital is seeking an outgoing Veterinary Receptionist / Client Service Representative to serve as the welcoming face of our hospital. In this fast-paced role, you will create... 
    Hourly pay
    Full time
    Part time
    Local area

    Western-Veterinary-Partners-1

    Fountain Hills, AZ
    3 days ago
  •  ...Bank is seeking a Wealth Management Account Administrator in Scottsdale, AZ to support investment advisors and clients with opening, maintaining, and servicing accounts. The role requires strong attention to detail, excellent communication, and outstanding... 

    Sunflower Bank Mortgage Lending

    Scottsdale, AZ
    2 days ago
  •  ...Client Advisor At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries...  ...and luxury products. As an expert in client engagement and service, the client advisor demonstrates a high level of knowledge in styling... 
    Local area
    Flexible hours

    Burberry

    Scottsdale, AZ
    3 days ago
  • $10 - $25 per hour

     ...Client Advisor Salary Range $10.00 - $25.00* Summary Statement: The role of a Client Advisor is to acquire, cultivate and maintain...  ...with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante... 
    Remote work
    Flexible hours
    Afternoon shift

    Saks Global

    Scottsdale, AZ
    1 day ago
  •  ...Job Description Job description Job Title: Experienced Client Service Representative We are currently seeking a highly experienced...  ...Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm... 
    Full time
    Summer work
    Work at office

    Wilde Wealth Management Group

    Paradise Valley, AZ
    5 days ago
  •  ...Veterinary Client Service Representative - Relief Thrive North Scottsdale Scottsdale, AZ Support Patients and Clients as a Relief CSR in a Collaborative Emergency & Specialty Hospital Thrive Pet Healthcare North Scottsdale is hiring an experienced and compassionate... 
    Full time
    Flexible hours

    Thrive Pet Healthcare

    Scottsdale, AZ
    3 days ago
  • $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 hours
    Shift work

    Luxury Presence

    Scottsdale, AZ
    4 days ago
  • $17 - $19 per hour

     ...Client Service Representative Dermatology for Animals is looking for a full-time Client Service Representative to join our team as part of the Thrive Pet Healthcare community in North Scottsdale, AZ. You'll play an important role in pets' lives by serving as a compassionate... 
    Full time
    Temporary work
    Flexible hours

    Thrive Pet Healthcare

    Scottsdale, AZ
    1 day ago
  • $19.23 - $28.37 per hour

    Your job As a Client Activation Specialist, you will work with existing clients to help them get the most value from products and services. You will engage clients through proactive outreach, provide guidance on best practices, and identify opportunities to expand usage... 
    Hourly pay

    Indeed, Inc., c/o CT Corporation (Indeed.com)

    Scottsdale, AZ
    4 days ago
  • A leading employment platform is seeking a Client Activation Specialist to optimize product usage and enhance client engagement. This role requires proactive outreach to existing clients, balancing relationship management with revenue-focused activities. Candidates should... 

    Indeed, Inc., c/o CT Corporation (Indeed.com)

    Scottsdale, AZ
    4 days ago
  • Reliance Partners is seeking a Client Experience Representative to join our Scottsdale, AZ office. The role focuses on handling customer...  ...AMS Zendesk system. You will work closely with our Customer Service team to follow company guidelines and ensure compliance with industry... 
    Full time
    Work at office

    Reliance Partners, LLC

    Scottsdale, AZ
    5 days ago
  •  ...leader in the world of luxury fashion, has an exceptional Senior Client Advisor career opportunity available at our Scottsdale boutique...  ...floor Deliver outstanding and elevated client and after-sale service to all visitors and clients Show passion in connecting and... 
    Local area

    DOLCE&GABBANA

    Scottsdale, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Specialist. Be the first to apply!