Client Services Representative
$42k - $55kDexian
call lewis View phone number on click.appcast.io
Candidates Needed -- Advisor Support Representative (Direct Placement)
Pay Rates and position breakdown (PLEASE MAKE SURE TO HAVE CANDIATES NOT OVER PRICE THEMSELVES, THEY WILL APPROVE PAY ON QUALIFICATIONS):
- Operations Processing Specialists - we need ~50 (
- Advisor Support Representatives (Call Center) (BH ID: - we need ~18
- Pay Rate -- $42k-55K
Manager Notes:
- Must have wealth management experience or Broker dealer experience (Must be on the resume)
- Open to recent grads (Bachelors degree in Finance and Business)
- Processors will be Process brokerage account documents with a high degree of accuracy and within established service level timelines. Review incoming documentation for completeness, ensuring all required fields, signatures, and supporting materials are present
- Call Center support will answer inbound calls from financial professionals in a courteous, professional, and timely manner. Respond to questions regarding accounts, products, services, and procedures
Preferred Requirements:
- For new graduates: internship, co-op experience, prior work experience
- 1 years experience of brokerage experience
- Experience with Envestnet / Wealth Management Platform
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Services Representative in Paradise Valley, AZ vacancy
- ...Client Services Representative Green Evans-Schroeder, PLLC | Tempe, AZ | Full-Time Reports to: Operations Director About the Role GES keeps families together and fights for second chances. The Client Services Representative is the steady, welcoming presence...SuggestedFull timeWork at office
Green Evans-Schroeder, PLLC
Tempe, AZ3 days ago - ...Ajilon - JobID: 0EE8C4B8-F05E-43B9-B1D8-E11BCF334C74 [Customer Service Representative] As a Client Service Representative at Ajilon, you'll: Be responsible for outstanding customer satisfaction; Handle all questions and inquiries as needed; Perform data entry of relevant...SuggestedImmediate start
Ajilon
Phoenix, AZ13 hours ago $34k - $57k
...Job Title Chubb is seeking a representative for a fast-paced, automated, high-volume contact... ...Provide superior customer service and quality technical content via incoming... ...and life insurance to a diverse group of clients. The company is distinguished by its extensive...SuggestedFull timeTemporary workLocal areaShift workChubb
Paradise Valley, AZ1 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...SuggestedFull timeFlexible hoursShift workWeekend workDay shift
Horizon Animal Hospital
Scottsdale, AZ4 days ago $18 - $24 per hour
Overview We are seeking a friendly, detail-oriented, and customer-focused individual to join our team as a Client Service Representative . In this role, you will serve as the first point of contact for our customers, providing exceptional support and ensuring a positive...SuggestedHourly payLocal areaMonday to FridayFlexible hoursShift workAfternoon shift- ...employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and... ...significant level of guidance and direction, provides customer service for one or more Paychex products. Uses prescribed guidelines to...Local areaFlexible hours
- Job Description: Client Support SpecialistMaking your next move countAt Openforce, you will find a career experience that will challenge... ...satisfy you, and make you proud to work for this Software as a Service (SaaS) and services company. Teamwork and transparent...For contractorsFor subcontractorWork at officeWork from home
- ...always on the lookout for talented people to welcome into the ProCraft family. Take a minute to check out our open roles. Client Services Representative Summary of Position The Client Services Representative (CSR) will be responsible for processing orders diligently,...Contract workWork at office
$20 - $22 per hour
...employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and... ...significant level of guidance and direction, provides customer service for one or more Paychex products. Uses prescribed guidelines to...Hourly payFull timeContract workPart timeInternshipLocal areaFlexible hours$60.5k - $81.5k
Are you ready to help us redefine what exceptional client service looks like? Join our team of “crew” as a Client Service Excellence Center associate! About the Role At Vanguard, our client‑first mentality guides us daily. As a Client Service Excellence Center associate...Remote work- ...Consultative Customer Service Professional Randstad is supporting a large firm who is seeking consultative customer service professionals... ...financial regulations with ease, and use your expertise to uncover our clients' true needs. If you're a compliance-s Randstad
- Job Posting City: Tempe State: Arizona Hospital Name: Countryside Animal Hospital of Tempe Job Type: Support Staff Liston Animal Hospital
- ...Join Our Team Are you looking to transition your retail or service industry experience into a professional corporate environment?... ...phones; you are the voice of our company. You will partner with clients to navigate their financial journeys, providing world-class service...
$19 - $23 per hour
...Client Service Representative Are you looking for a career and not just another Customer Service job? Tired of being told about career advancement only to be disappointed with none? If this sounds too familiar we'd love to speak with you about a Customer Service job...Hourly payTemporary workLocal area$60.5k - $81.5k
...Client Service Excellence Center Associate Are you ready to help us redefine what exceptional client service looks like? Join our team of "crew" as a Client Service Excellence Center associate! At Vanguard, we have a client-first mentality that we live and breathe...Remote work- ...Client Services Representative Anthem, AZ ProSkill Services is a leading residential service company specializing in plumbing, heating, and air conditioning. Our mission is to deliver exceptional service and 100% customer satisfaction across the North Valley. We...Full timeWork at officeLocal area
- ...growth- where every associate is empowered to deliver exceptional service and create memorable moments for our guests. Join a team that... ...proposals with information accurate and specific to each client • Assists with site inspections • G-Leads Property Champion...Work at officeShift work
Omni Hotels
Paradise Valley, AZ2 days ago - ...Client Service Representative VCA University Animal Hospital is a complete small animal veterinary facility and a full-service boarding facility. We offer many important specialty services such as laser surgery, dentistry, endoscopy, digital x-ray, ultrasound, and EKG...
VCA Animal Hospitals
Tempe, AZ13 hours ago - ...We are seeking a growth-centric, excellence-focused Member Services Representative to join our team. Candidates must be able to work onsite... ...site or using the products or services. Review customer or client accounts, providing updates and information about billing...Work at officeMonday to Friday
Great American Media Services
Paradise Valley, AZ1 day ago - ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeImmediate startWork from homeFlexible hoursShift workAfternoon shift
Bank of America
Phoenix, AZ4 days ago - ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... ...client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing...Shift workAfternoon shift
Bank of America
Phoenix, AZ1 day ago $25 - $30 per hour
...Client Services Representative At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is...Hourly payContract workWork at officeLocal areaRemote workFlexible hoursBroadridge Financial Solutions , Inc.
Phoenix, AZ1 day ago- ...Position Overview The Sales Coordinator is responsible for assisting the Event Technology team by selling equipment and services for events of all sizes with a special focus on events under $5K in revenue. Complete sales order entries and other sales related activities...Work at officeAfternoon shift
Encore
Paradise Valley, AZ4 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 timeFlexible hours
Thrive Pet Healthcare
Scottsdale, AZ13 hours ago $17 - $19 per hour
...Description Dermatology for Animals is looking for a f ull - t ime Client Service Representative to join our team as part of the Thrive Pet Healthcare community in North Scottsdale, AZ. About You Y ou'll play an important role in pets' lives by serving...Full timeTemporary workFlexible hoursThrive Pet Healthcare
Scottsdale, AZ1 day ago$27 - $30 per hour
...engineering firm dedicated exclusively to water. Responsibilities Provide outstanding customer service to Project Managers on all accounting needs, including client invoicing, AR and project metrics for a small to mid-size number of projects in portfolio....Hourly payContract workFlexible hoursCarollo Engineers
Paradise Valley, AZ4 days ago- ...experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Engages customers and patients by greeting them and offering assistance with products and services....Temporary workWork experience placementSeasonal workLocal areaFlexible hoursShift workAfternoon shift
Walgreens Boots Alliance
Paradise Valley, AZ4 days ago $22 - $34 per hour
...dedicated to being the trusted supplier of high-tech materials, services and specialty chemicals for the electronics, automotive and... ...Pay Range for this position - $22/hr - $34/hr The offer range represents the anticipated low and high end of the base pay compensation...Work at officeLocal area$45k
...Liberty Mutual Insurance in Paradise Valley, Arizona is looking for motivated individuals to join as Inside Sales Representatives. The role entails handling warm leads and consulting with potential policyholders on insurance needs. Starting base salary is $45K with potential...Remote workFlexible hoursLiberty Mutual Insurance
Paradise Valley, AZ4 days ago$20 per hour
Pay: From $20.00 per hour Job description: VetMED is seeking experienced Veterinary Client Service professionals to join our team. Our CSR team supports our busy 24/7/365 specialty and emergency veterinary hospital. VetMED's board certified specialties include Internal...Hourly payFull timePart timeFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Representative. Be the first to apply!
Related searches
- customer service representative csr Paradise Valley, AZ
- service representative Paradise Valley, AZ
- employee relations assistant Paradise Valley, AZ
- full time customer service representative work from home Paradise Valley, AZ
- healthcare customer service representative Paradise Valley, AZ
- financial customer service representative Paradise Valley, AZ
- client advisor Paradise Valley, AZ
- customer success associate Paradise Valley, AZ
- client experience specialist Paradise Valley, AZ
- customer support associate Paradise Valley, AZ