Client Services
2 months ago
Annexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Specialist in our North Scottsdale office.
Reporting to the Operations Manager, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative support to ensure effective and efficient operations. If you are an Operations or Back Office pro, this role is for you
Responsibilities:
- Support the issue and processing of our line of fixed annuity products
- Support of daily workflow systems
- Assist / prepare various reports and presentations as needed
- Data entry
- Recommend and implement process changes to improve services
- Test new technology enhancements into infrastructure to ensuring all business and regulatory objectives are satisfied
- Office support services for New Business Organization and Agent support
- Receive, direct and relay internal and external communications
- Maintain the operations scanning/filing system
Desired Skills and Experience:
- 2+ years’ experience in an investment environment, 2-5 years administrative experience. One of: Series 6, 7, 63, 65, 66 OR Life and Health Licenses strongly desired.
- Excellent client service, quality, teamwork.
- Typing and 10 key proficiency.
- Detail oriented with high level of accuracy, follow up, and follow through
- Superior interpersonal, written and oral communications skills with the ability to interact with all levels within the organization and external partners.
- Posseses initiative, sound judgment, proactive, and professional demeanor. organized with strong coordinating, multi-tasking and problem-solving skills
- Proficient computer skills, including MS Office and Windows environment.
- Experience with workflow systems, Salesforce a plus
All applicants are required to take a PI Survey and are subject to a background check prior to hire.
-
Client Services
2 weeks ago
Scottsdale, United States Annexus Group Full timeAnnexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Specialist in our North Scottsdale office.Reporting to the Operations Manager, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative...
-
Client Services
3 weeks ago
Scottsdale, United States Annexus Group Full timeAnnexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Specialist in our North Scottsdale office.Reporting to the Operations Manager, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative...
-
Client Services
2 months ago
Scottsdale, United States Annexus Group Full timeAnnexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Specialist in our North Scottsdale office.Reporting to the Operations Manager, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative...
-
Client Service Associate
3 weeks ago
Scottsdale, United States Mariner Wealth Advisors, L.L.C. Full timeThe client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building...
-
Client Service Associate
7 days ago
Scottsdale, Arizona, United States Brighton Jones LLC Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Brighton Jones LLC. As a critical member of our Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience.Key ResponsibilitiesProvide...
-
Client Service Associate
4 weeks ago
Scottsdale, Arizona, United States Brighton Jones LLC Full timeJob Title: Client Service AssociateAbout the Role:We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Brighton Jones LLC. As a critical member of our Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client...
-
Client Service Associate
4 weeks ago
Scottsdale, United States ARQ Wealth Advisors LLC Full timeAbout ARQ Wealth Advisors: We are a fast-growing, independent wealth management firm based in Scottsdale, Arizona overseeing over $550 million in client assets and providing comprehensive financial planning solutions. We are passionate about helping our clients reach their goals and treat each client like #1. Job Summary: We are seeking a Client Service...
-
Client Service Associate
1 month ago
Scottsdale, Arizona, United States ARQ Wealth Advisors, LLC Full timeJob Title: Client Service AssociateWe are seeking a highly skilled and organized Client Service Associate to join our team at ARQ Wealth Advisors, LLC. As a key member of our support staff, you will play a vital role in delivering exceptional client experiences and ensuring the smooth operation of our wealth management services.Key Responsibilities:Client...
-
Client Service Representative
4 weeks ago
Scottsdale, Arizona, United States Vanguard Full timeAbout This RoleVanguard is seeking a highly skilled Client Service Excellence Representative to join our team. As a key member of our client-facing team, you will be responsible for providing exceptional service to our clients, responding to their inquiries, and helping them achieve their financial goals.ResponsibilitiesRespond to a wide range of client...
-
Client Service Associate
3 weeks ago
Scottsdale, Arizona, United States ARQ Wealth Advisors, LLC Full timeJob Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at ARQ Wealth Advisors, LLC. As a Client Service Associate, you will play a critical role in delivering exceptional client experiences and supporting our Wealth Advisors in their daily activities.Key Responsibilities:Coordinate and...
-
Client Service Associate
2 weeks ago
Scottsdale, Arizona, United States ARQ Wealth Advisors, LLC Full timeJob Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at ARQ Wealth Advisors, LLC. As a Client Service Associate, you will play a critical role in delivering exceptional client experiences and supporting our Wealth Advisors in their daily activities.Key Responsibilities:Coordinate and...
-
Client Services Intern
5 months ago
Scottsdale, United States MARKITORS Full timeOur Mission: to connect small businesses with customers…and to have a good time doing it. Our Values You Are Unique: Respect the uniqueness of every human being. Always Fresh, Always Thrilling: Innovate to keep things exciting. Bias For Action: When in doubt, do what you think is right. Ownership: Deliver on all promises. Strength In...
-
Client Service Manager
1 day ago
Scottsdale, United States MGA Homecare Full timeCompany Description At MGA Homecare, we strive to provide inclusive and comprehensive healthcare services to our patients and their families. For over a decade, we have been offering Private Duty Nursing, Skilled Nursing Visits, Occupational Therapy, Physical Therapy, and Speech Therapy services in the home and community-based settings. In 2022, we expanded...
-
Client Service Manager
1 day ago
Scottsdale, United States MGA Homecare Full timeCompany Description At MGA Homecare, we strive to provide inclusive and comprehensive healthcare services to our patients and their families. For over a decade, we have been offering Private Duty Nursing, Skilled Nursing Visits, Occupational Therapy, Physical Therapy, and Speech Therapy services in the home and community-based settings. In 2022, we expanded...
-
Client Service Manager
2 weeks ago
Scottsdale, Arizona, United States Marsh LLC Full timeJob SummaryThe Client Executive position at Marsh LLC is a key role that requires a strategic thinker to manage client relationships, develop business growth, and provide exceptional service. As a Client Executive, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and delivering...
-
Client Service Associate
2 weeks ago
Scottsdale, Arizona, United States ARQ Wealth Advisors, LLC Full timeJob OverviewARQ Wealth Advisors, LLC is seeking a highly organized and detail-oriented Client Service Associate to join our team. In this role, you will play a critical part in delivering exceptional client experiences, ensuring client needs are met in a timely and high-quality manner.Key ResponsibilitiesCoordinate and prepare prospective clients for...
-
Client Services Analyst
2 weeks ago
Scottsdale, United States loanDepot Full timeDescription Position at loanDepot Position Summary: The Client Services Analyst is responsible for sales support, administrative duties, and POS/Consumer Portal testing. This position requires a strong background in mortgage lending or a highly compliant environment. Responsibilities: Leads special requests and projects as requested by leader and Sales...
-
Client Service Representative
2 weeks ago
Scottsdale, Arizona, United States Integrity Marketing Group Full time**About the Role**The Client Services role at Integrity Marketing Group is a dynamic position that requires a detail-oriented and organized individual to support the operations team.**Key Responsibilities**Support the issuance and processing of our line of fixed annuity productsAssist with resources in daily workflow systemsPrepare various reports as...
-
Client Services Specialist
1 week ago
Scottsdale, Arizona, United States Annexus Group Full timeAnnexus Group is seeking a skilled Client Services Specialist to join our North Scottsdale office. Reporting to the Operations Manager, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative support to ensure effective and efficient operations.Key Responsibilities:Support the issue and processing of our...
-
Client Service Associate
3 months ago
Scottsdale, United States Brighton Jones LLC Full timeAs a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented...