LICENSED Client Service Professional
4 weeks ago
Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Licensed Customer Service Professional within our Participant Services team, you have the opportunity to bring your expertise to a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that through providing best-in-class service, and caring enough to ask the difficult questions, you can earn the trust and dedication of our participants. Your daily interactions will be through inbound phone calls with participants of employer-sponsored retirement plans, providing guidance and solutions, as well as long-term investing options. As you build your knowledge and skills with ongoing classroom and hands-on training, you will become a subject matter authority on retirement products and services, consulting with participants in retirement plans to identify needs and offer solutions that can change their futures. If you are looking to expand your knowledge and skillset in a role where your work is critical and valued, this may be the role for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. NOTE: This position has a July 29th, 2024 start date. Shifts are assigned between 6:30 AM and 7:00pm AZ Time, Monday - Friday and NOT available for 100% remote work. What you have If you’re not a finance expert yet, that’s okay People coming from many different experiences have found tremendous success here at Charles Schwab. This position provides a mix of instructor-led classroom training, mentoring, and on-the-job-learning in your first year. Required Qualifications Series 7, 63 (or equivalent), required with registration in all 50 states Flexibility to work Monday-Friday anytime between 6:30am – 7:00pm Local AZ Time based on contact center needs Preferred Qualifications Strong candidates will have robust written and verbal communication skills. These are vital to the consultative process when recommending appropriate solutions while also educating our participants. Superior listening skills when analyzing account information to better understand client needs Minimum 1 year experience using computer applications at work or school Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines Ability to adapt and implement changes as market and business conditions evolve Receptive to mentoring and feedback for continuous improvement Bilingual in Spanish is a plus What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
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LICENSED Client Service Professional
3 weeks ago
Scottsdale, United States Hiring Now! Full timePosition Type: RegularYour opportunityAt Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.As a Licensed Customer Service Professional within our Participant Services team, you have the opportunity to bring your...
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Client Services Associate
1 week ago
Scottsdale, United States Rizzo Financial Group Full time**About us** Rizzo Financial Group is a growing botique wealth management firm located in Scottsdale, Arizona. We specialize in helping individuals build wealth, through comprensive financial, retirement, and income planning. **Required Qualifications** - Full-time, in-office, M-F 8:00am-4:30pm and occasionally working client events - Previous client...
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Financial Services Professional
3 weeks ago
Scottsdale, United States Bankers Life Full timeBankers Life is a leading insurance and investment provider for middle-income Americans who are close to or in retirement. Our brand is a part of CNO Financial Group, Inc. With more than 230 sales offices across the US and over 700 financial representatives, Bankers Life provides insurance and wealth management solutions to protect the health and retirement...
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Financial Services Professional
5 days ago
Scottsdale, United States Bankers Life Full timeBankers Life is a leading insurance and investment provider for middle-income Americans who are close to or in retirement. Our brand is a part of CNO Financial Group, Inc. With more than 230 sales offices across the US and over 700 financial representatives, Bankers Life provides insurance and wealth management solutions to protect the health and retirement...
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Financial Services Professional
3 weeks ago
Scottsdale, United States Bankers Life Full timeBankers Life is a leading insurance and investment provider for middle-income Americans who are close to or in retirement. Our brand is a part of CNO Financial Group, Inc. With more than 230 sales offices across the US and over 700 financial representatives, Bankers Life provides insurance and wealth management solutions to protect the health and retirement...
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Financial Services Professional
2 weeks ago
Scottsdale, United States Bankers Life Full timeBankers Life is a leading insurance and investment provider for middle-income Americans who are close to or in retirement. Our brand is a part of CNO Financial Group, Inc. With more than 230 sales offices across the US and over 700 financial representatives, Bankers Life provides insurance and wealth management solutions to protect the health and retirement...
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Client Service Representative
5 days ago
Scottsdale, United States Prosperity Home Mortgage Full timeIf you hear the word mortgage and that doesn't light a spark, get ready for PHM to ignite your excitement! We're not just another mortgage company - we're pioneers reshaping the industry landscape. Are you a dynamic, ambitious individual seeking to join a trailblazing company that champions growth and prosperity for every team member? Your search ends here!...
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Remote Licensed Professional Counselor
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Scottsdale, United States Headway Full timeRemote Licensed Professional Counselor (LPC) Wage: Between $95-$130 an hour Are you a Licensed Professional Counselor looking to launch a private practice, or grow your existing practice? Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the...
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Client Services Manager
2 months ago
Scottsdale, United States BAYADA Home Health Care Full time**_Are you a self-starter? Do you love building relationships with people? If the answer is yes, grow with us! _** **_This position is on a fast track to become one of the next office managers of the division! _** The Client Services Manager will: - Provide superior customer service and quality home care. - Focus on managing coordination of client...
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Client Services Intern
4 weeks 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...
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Client Services Intern
2 weeks 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...
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Client Services Associate
6 days ago
Scottsdale, United States Connect AZ Full timeAt Connect AZ, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Services Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a proactive approach to support innovative fundraising...
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Client Service Coordinator
3 weeks ago
Scottsdale, United States Banfield Full timeClient Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and...
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Sr. Client Services Manager
3 weeks ago
Scottsdale, United States BAYADA Home Health Care Full timeAre you a self-starter? Do you love building relationships with people? If the answer is yes, grow with us! BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Tempe Home Care office. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA...
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Client Service Coordinator
3 weeks ago
Scottsdale, United States Banfield Full timeClient Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and...
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Sr. Client Services Manager
3 weeks ago
Scottsdale, United States Bayada Full timeDescription Are you a self-starter? Do you love building relationships with people? If the answer is yes, grow with us! BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Tempe Home Care office. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for...
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Client Service Manager
3 weeks ago
Scottsdale, United States MGA Homecare Full timeCompany DescriptionAt 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...
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Client Service Manager
3 days ago
Scottsdale, United States MGA Homecare Full timeCompany DescriptionAt 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...
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Client Service Manager
2 weeks 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...
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Client Service Manager
6 days ago
Scottsdale, United States MGA Homecare Full timeJob DescriptionJob DescriptionCompany DescriptionAt 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...
