We have other current jobs related to this field that you can find below

  • Client Services Associate

    2 weeks ago

    Scottsdale, United States IV Nutrition Full time

    Client Services Associate - IV Nutrition ScottsdaleDo you thrive on providing exceptional customer service and have a passion for health and wellness?IV Nutrition Scottsdale is searching for a motivated and enthusiastic Client Services Associate to join our team! In this role, you'll play a vital role in ensuring our clients have a positive and informative...

  • Client Services Associate

    2 weeks ago

    Scottsdale, United States IV Nutrition Full time

    Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a motivated and enthusiastic Client Services Associate to join our team! In this role, you'll play a vital role in ensuring our clients have a positive and informative...

  • Client Services Associate

    3 weeks ago

    Scottsdale, United States IV Nutrition Part time

    Job DescriptionJob DescriptionClient Services Associate - IV Nutrition ScottsdaleDo you thrive on providing exceptional customer service and have a passion for health and wellness?IV Nutrition Scottsdale is searching for a motivated and enthusiastic Client Services Associate to join our team! In this role, you'll play a vital role in ensuring our clients...

  • Sr Client Service Associate

    2 months ago

    Scottsdale, United States Beacon Pointe Advisors Full time

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sr Client Service Associate in our Scottsdale, AZ office. The Sr Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals,...

  • Sr Client Service Associate

    1 week ago

    Scottsdale, United States Beacon Pointe Advisors Full time

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sr Client Service Associate in our Scottsdale, AZ office. The Sr Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals,...

  • Insurance Associate

    4 hours ago

    Scottsdale, Arizona, United States US012 Marsh & McLennan Agency LLC Full time

    About the Role:The Insurance Associate position at US012 Marsh & McLennan Agency LLC is a career development opportunity for individuals interested in client service. Our structured program is designed to educate and prepare self-motivated individuals for a rewarding career in the insurance industry.Key Responsibilities:Provide administrative support to the...

  • Registered Client Service Associate

    2 weeks ago

    Scottsdale, United States Threadneedle group Full time

    Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...

  • Client Relations Associate

    6 days ago

    Scottsdale, Arizona, United States Destination Pet, LLC Full time

    Position: Customer Service Associate - Pet Resort Overview: Join our team and experience the joy of working with pets! At Destination Pet, LLC, we are dedicated to providing exceptional service to our clients and their furry companions. Key Responsibilities: Deliver outstanding customer service while engaging with pet owners. Assist in educating clients...

  • Registered Client Associate

    4 months ago

    Scottsdale, United States Wells Fargo Full time

    Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rela Client Associate, Registered, Financial Advisor, Client Support, Associate, Client Service, Banking

  • Client Services Associate Training Program

    3 hours ago

    Scottsdale, Arizona, United States PURE Insurance Full time

    Are you seeking a fulfilling career path?Our Client Services Associate positions are designed to unlock your potential. About Us:PURE Insurance operates as a reciprocal exchange, meaning we are owned by the members we serve. This unique structure prioritizes our commitment to exceptional service over profit maximization.Your Role:As a proactive Services...

  • Senior Client Associate

    2 weeks ago

    Scottsdale, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Client Services Associate

    6 days ago

    Scottsdale, Arizona, United States SmartRent Full time

    About Us Established in 2017, SmartRent, Inc. (NYSE: SMRT) stands as the premier provider of intelligent home and property management solutions tailored for the rental housing sector. We are making significant strides in the proptech arena, having been honored with HousingWire's Tech100 Real Estate awards in 2021, 2022, and 2023 for our innovative...

  • Senior Client Service Specialist

    5 days ago

    Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    Position OverviewWe are looking for qualified candidates to fill the role of Senior Client Service Associate at Beacon Pointe Advisors. Role SummaryThe Senior Client Service Associate will become an integral part of a skilled team dedicated to wealth management and client service, addressing the investment management and financial planning requirements of...

  • AVP, Associate General Counsel

    2 months ago

    Scottsdale, United States Nationwide Private Client Full time

    If you're passionate about being part of a diverse organization that enables a Fortune 100 company to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates...

  • Experienced Client Support Associate

    5 days ago

    Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    We are excited to announce an opportunity for qualified individuals to join Beacon Pointe Advisors as a Senior Client Service Associate. This role is based in our Scottsdale, AZ office and involves becoming part of a skilled team dedicated to wealth management and client support for high net worth individuals, families, and institutions. The ideal candidate...

  • Service Associate

    5 days ago

    Scottsdale, Arizona, United States AZ Green Cleaning LLC Full time

    Job DescriptionAZ Green Cleaning LLC, a prominent player in the cleaning services sector, is expanding its operations and seeking dedicated individuals to join our team. We have developed an innovative Cleaning Program that emphasizes a personalized, Eco-Friendly Cleaning Experience. Since our inception, we have been recognized as a leader in the cleaning...

  • Senior Client Service Representative

    5 days ago

    Scottsdale, Arizona, United States Ccmcnet Full time

    Join Our Team as a Senior Client Service RepresentativeCCMC is excited to announce an opening for a full-time Senior Client Service Representative position. This role is pivotal in ensuring our customers receive exceptional support and assistance.The Senior Client Service Representative will:Handle inbound customer inquiries through our service...

  • Family Service Trainee

    4 weeks ago

    Scottsdale, United States Service Corporation International Full time

    Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! As a sales trainee, learn the industry, products, product finance / insurance options, services as well as use of Customer Relationship Management software and proprietary contracting software. Throughout the training program,...

  • Client Relationship Associate

    4 weeks ago

    Scottsdale, United States Randstad Usa Full time

    Company Description: We are a leading financial services firm dedicated to empowering individuals to achieve their financial goals through sound investment strategies and unparalleled customer service. With a commitment to integrity and excellence, we strive to provide our clients with the support and guidance they need to navigate the complexities of the...

  • Client Relationship Associate

    3 months ago

    Scottsdale, United States Randstad Full time

    Company Description: We are a leading financial services firm dedicated to empowering individuals to achieve their financial goals through sound investment strategies and unparalleled customer service. With a commitment to integrity and excellence, we strive to provide our clients with the support and guidance they need to navigate the complexities of the...

Client Service Associate

1 month ago

Scottsdale, United States Brighton Jones LLC Full time

As 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 skills. Your Role - Administrative Responsibilities: Provide administrative oversight and support the Lead Advisors on strategic needs. Prepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance Act as a primary point of contact for custodians around all operational and tactical service matters Gather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current Participate in client and prospective client meetings as needed, record notes, prepare summaries, and manage any post meeting action items Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion Assist with calendaring functions and internal meeting preparation Your Role - Client Experience Responsibilities:

Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service team Coordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts Oversee quality control to mitigate errors on any client-related paperwork Your Experience:

1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred. Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred Self-motivated and takes pride in providing exceptional support to clients and the team Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus Expected to learn other position-related systems on the job This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

#J-18808-Ljbffr