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, an Integrity company, provides financial advisory firms... ...required. Experience in an investment or insurance environment preferred... ...edge. Why? Because we put our people first! At Integrity, you can start a new career...SuggestedLocal area
- ..., grow, and provide superior client service. With a culture rich in reinvention... ...comprehensive securities and investment advisory services to their clients. Client Service Specialist Location: Phoenix, AZ **Where... .... Our approach is people-first, tech-supported, and driven...SuggestedPermanent employmentFull timeWork at officeMonday to FridayShift work
- 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...SuggestedRemote job
- 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...Suggested
- 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
- ...Job Description Job Description CLIENT CARE REPRESENTATIVE Location: Scottsdale... ...experience in health & insurance or financial services, Credentials: State Life Health... ...Standard—putting the client’s interests first, always. Thank you and we look...Permanent employmentTemporary workWork at officeLocal area
- 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...
- ...firm in Scottsdale is seeking an early-career Certified Financial Planner (CFP) to join as a Wealth Advisor. This role emphasizes client service and offers significant growth opportunities in a collaborative environment. The ideal candidate will have at least 3 years of...
$65k - $80k
...passion for building meaningful client relationships? Join our team... ...Vanguard, we have a client-first mentality that we live and breathe... ...them the best chance for investment success." In this role, you'... ...through consistent, high-quality service. ~ Educate clients on...- ...focused on results - for our people, our clients, and our company. We're a people-centric... ...across the firm, cross-sell overall services, and manage strategic project pursuits with... ...from the very beginning, back when Olsson first opened for business in 1956. And it will...Full timeContract workLocal areaFlexible hours
$75k - $85k
...Investment Analyst The Investment Analyst is responsible for helping... ...: Work closely with our client solutions, investment product... ..., compliance, and transition services. Guided by our core values—integrity... ...—we put financial advisors first in every decision we make....Work at officeHome office- ...Client Service Associate Under direct supervision, uses intermediate skills obtained through... ...practices, procedures, and methods. Investment concepts, practices and procedures used... ...on the firm's core values of client-first, integrity, independence and a conservative...Work experience placementWork at office
$69k - $127.8k
...and credit solutions within an assigned client portfolio. Deliver policy-compliant credit... ...ROE, and maintaining exceptional client service across USCB. Minimizes BMO's risk exposure... ...Group's expected target for the first year in this position. BMO Financial Group...Part timeWork experience placementLocal area$69k - $127.8k
...and credit solutions within an assigned client portfolio. Deliver policy-compliant credit... ...ROE, and maintaining exceptional client service across USCB. Minimizes BMO’s risk exposure... ...Group’s expected target for the first year in this position. BMO Financial Group...Contract workPart timeWork experience placementLocal area$17 - $22.55 per hour
...Position Title Branch Banking - Client Consultant I Location Scottsdale, AZ... ...interacting with clients and providing exceptional service by greeting them as they enter one of our... ...the obvious and doesn't stop at the first answers. Is a good listener and early...Local area$60.5k - $81.5k
...Client Service Excellence Center Associate Are you ready to help us redefine what exceptional... ...! At Vanguard, we have a client-first mentality that we live and breathe every... ..., and to give them the best chance for investment success." Our Client Service Excellence...Remote work- ...Virtual Client Onboarding Representative Nuvant is hiring Virtual Client Onboarding Representatives to help new... ...business goals. In this role, you'll serve as a key first point of contact to introduce our services and guiding clients toward the next step. Core Responsibilities...Work from home
$13 - $15 per hour
...Join Our Team of HVAC Service Pros Today! Do you value professionalism and punctuality?... ...Summary This position answers incoming client telephone calls and assists with the supervision... ...this is where the client will form their first impression of the company Good...Flexible hours$76k - $82k
...Representative At Vanguard, we have a client-first mentality that we live and breathe... ..., and to give them the best chance for investment success." As an Advice Support Representative... ...on case-based assignments to meet the service and trading needs of both Vanguard...Hourly pay- A multi-family office in Phoenix is seeking a Client Service Associate to provide essential support to wealth advisors and improve client satisfaction for high-net-worth clients. Your role will involve coordinating communications, preparing important documents, and managing...Work at office
- A national financial services company is seeking a Client Service Center Associate to handle inquiries related to retirement plans and health benefits. This remote position requires excellent communication and customer service skills, along with a strong ability to manage...Remote job
- ...incredible diversity of the clients we serve. Beyond “prerequisites... ...Position: Client Engagement Specialist (temporary position) Location... ..., accountability, customer service and practical problem-solving... ...Fingerprint clearance card on the first day of employment. Ability to...Temporary workWork at officeFlexible hoursShift workNight shiftRotating shift
- ...incredible diversity of the clients we serve. Beyond “prerequisites... ...Position: Client Engagement Specialist - 1st shift Location: Phoenix... ..., accountability, customer service and practical problem‑solving... ...Fingerprint clearance card on the first day of employment. Must...Permanent employmentTemporary workWork at officeFlexible hoursDay shift
- Dynamite Animal Hospital, part of Stryker Corporation, is looking for a compassionate Veterinary Client Service Representative in Scottsdale, Arizona. This role is crucial for creating a welcoming atmosphere for pets and their owners while handling various client queries...
- ...pride in delivering an outstanding client experience? We’re looking for a Client Service Associate (CSA) to join our... ...Key Responsibilities Serve as the first point of contact for high-net-worth... ...associates to prepare meeting materials, investment reports, financial statements,...Temporary workWork at office
- Veterinary Client Service Representative Dynamite Animal Hospital Scottsdale, AZ Be the First Friendly Face for Pets and Their People Dynamite Animal Hospital, a Thrive Pet... ...smarter and deliver better care. Thrive invests in its people‑through mentorship, leadership...Full timeTemporary workFlexible hours
$75k - $85k
Cambridge Investment Research is seeking a driven and consultative Client Solutions Consultant to support and grow relationships... ...management, or financial services consulting. Strong knowledge of... ...willingness to obtain within the first year of employment. Bachelor’s...Work at office3 days per week- DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting... ...FA/PWA/team Answering general non-investment related questions concerning client... ...years. Our values - putting clients first, doing the right thing, leading with...Work at officeLocal area
- A veterinary care provider in Scottsdale is seeking a Veterinary Client Service Representative - Relief to support hospital operations and enhance client experience. The role entails greeting clients, managing inquiries, scheduling appointments, and maintaining records...
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