Client-First Investment Services Specialist
Matson Money
Matson Money in Scottsdale, AZ is seeking an Investment Services Specialist to join their team. This role focuses on providing exceptional service and creative solutions to clients. The ideal candidate should have 2+ years of financial services experience and a 4-year degree. They will work closely with a collaborative team in a 100% on-site environment while managing multiple responsibilities efficiently. Matson Money offers a range of benefits including health insurance, paid time off, and a competitive salary. #J-18808-Ljbffr Matson Money
- ...want to impact us and how you want to be impacted by us. But first, we’d like to give you fair warning. Our environment is... ...world, then you’ll probably love working with us. Position: Investment Services Specialist Location: Scottsdale, AZ Job Id: 131 # of Openings: 1...SuggestedWork at officeFlexible hours
- ...Client Services Specialist The Quantum Group Scottsdale, AZ About the Quantum Group... ...experience required. Experience in an investment or insurance environment preferred... ...edge. Why? Because we put our people first! At Integrity, you can start a new...SuggestedLocal area
$41.71k - $77.5k
...Investment Service Specialist This position is a remote opportunity. The BMO Investment Services (BIS) Investment... ...'s primary responsibility is to provide our clients a superior customer service experience. Being the first point of client contact, the BIS Investment...SuggestedRemote jobContract workPart timeLocal areaImmediate start- ...office. Responsibilities Daily Operations - Provides client support for onboarding and servicing requests received through various channels to inquiries... ...Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive,...SuggestedWork at office
- Overview The Investment Specialist works with our Premier Bankers and branch partners... ...the investment needs of our clients. The Investment Specialist... ...branches throughout the First Citizens branch network.... ...partners as appropriate. Client Service - Facilitates client...Suggested
- A financial services institution is seeking an Investment Specialist to work with clients in Phoenix, Arizona, providing investment solutions. This role involves sales outreach... ...comes with competitive benefits aimed at meeting associates' needs. #J-18808-Ljbffr First Citizens
- StackAdapt is seeking a Manager for Client Services to lead their South West region, driving client retention and team performance. This role involves developing a team of Account Managers and implementing solutions for optimal client outcomes in a high-impact leadership...Remote job
- Position: Investment Services Specialist Location: Scottsdale, AZ Reports to: Director of Operations Position Overview: Under the direction of the Director of Operations, the Investment Services Specialist is a member of our passionate, high-performance team dedicated...Work at officeFlexible hours
- Arizona Behavioral Counseling & Education is looking for a Client Services Employee in Phoenix, Arizona. In this role, you will support individuals seeking behavioral health services, acting as the first point of contact and providing compassionate assistance. Key responsibilities...
- Matson Capital in Scottsdale, AZ is looking for an Investment Services Specialist to join a dedicated team, providing excellent service to Registered Investment Advisors. The role includes identifying solutions and communicating effectively with partners. Requirements...
- ...Scottsdale, Arizona is seeking an Associate Banker to create welcoming environments for clients and assist with their banking needs. This role requires exceptional customer service skills and the ability to build trusted relationships with clients, guiding them through...
$60.5k - $81.5k
...ready to help us redefine what exceptional client service looks like? Join our team of “crew” as... ...Job: At Vanguard, we have a client-first mentality that we live and breathe... ..., and to give them the best chance for investment success.” Our Client Service Excellence...Remote work$75k - $85k
...and Responsibilities The Investment Analyst is responsible for... ...Collaboration: Work closely with our client solutions, investment product... ..., compliance, and transition services. Guided by our core values-... ...-we put financial advisors first in every decision we make....Work at officeHome office- ...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...relationships. Leading with a client first mindset, a successful candidate for this... ...FA/PWA/team Answering general non-investment related questions concerning client accounts...Work at officeLocal area
- ...Description The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives... ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound...Temporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$18 - $21 per hour
...Client Relations Specialist (Front Desk Receptionist) We're hiring a Client Relations Specialist (Front Desk Receptionist) for our growing animal... ...of the Lovet team: ~3 weeks of Paid Time Off in your first year ~7 paid holidays ~ Scrub/uniform allowance ~...Work at office- ...Client Service Associate The Client Service Associate plays a vital role in supporting the Wealth... ...excellent financial planning and investment management services to clients. This individual... ..., or willingness to obtain within the first year of employment. 0-2 years of...Internship
- ...Client Services Specialist – Scottsdale, AZ We are looking for a Client Services Specialist to support day‑to‑day operations and reporting for... ...2–5 years of administrative experience. Experience in an investment or insurance environment preferred. Series6,7,63,65,66 or...Local area
- ...Dormont Manufacturing Co in Scottsdale, Arizona is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. Candidates will assist with client needs, execute transactions, and manage accounts. The ideal candidate...
- ...of Barry’s studios and corporate offices. About the Role Client Specialists are the first line of contact at all Barry’s studios. As such, they are... ...experiences with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients are...Full timePart timeLocal areaShift workNight shiftWeekend workDay shiftAfternoon shift
- ...emerging risks Serve as a primary point of contact for advisors and clients, understanding needs and recommending solutions Communicate... ...anticipate needs Team-oriented with a strong focus on client service and relationship management Background in financial services (...Hourly payContract work
- ...DYNAMITE ANIMAL HOSPITAL in Scottsdale, AZ, is looking for a friendly and organized Veterinary Client Service Representative. In this role, you will be the first connection for pets and their owners, providing assistance with registration, answering inquiries, and scheduling...
- J.P. Morgan Chase is seeking a Private Client Advisor in Phoenix, AZ. The role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. With a required minimum of 2 years in a Financial Advisor position, candidates must...
- LP Insurance in Phoenix, Arizona is seeking a Commercial Insurance Account Manager to provide exceptional service to clients and support complex accounts. You will manage renewals, review documents, and develop strong client relationships within a team-based environment...
$24.5 - $26.4 per hour
...to assess, guide and convert them as new clients. In phase 2, as a Client Care Advisor ,... ...Experience & Relationship Management : The "First Line" of Contact: Answering incoming... ...in health & insurance or financial services, Credentials: State Life & Health...Hourly payPermanent employmentTemporary workWork at officeLocal area- ...About the Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive... ..., and able to manage multiple accounts at once Customer‑first mindset with strong problem‑solving skills Comfortable learning...Full time
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...extraordinary customer service while maintaining a strong commitment... ...and inclusion. Using a broad investment product and thought... ...solutions – all while ranking first in customer satisfaction....
- ...Enhancement is looking for a dedicated professional to join the Rebate Engagement team. This full-time position focuses on managing client rebate reporting and driving client satisfaction. You will work closely with cross-functional teams and leverage your project...Full time
- ...Associate Banker to represent the brand by delivering exceptional client experiences and building trusted relationships.... ...technology solutions. The ideal candidate should possess client service experience and a high school diploma. The position offers a competitive...
$55k - $58k
...Client Onboarding Specialist Lofty is a high‑growth, global SaaS company serving the residential real‑estate market. Powered by Agentic AI, our... ...balance focused work and in‑person collaboration. Earnings First‑year earnings: base salary of $55,000–$58,000, plus eligibility...Full timeTemporary workWork at office3 days per week
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