Client Service Manager | Scottsdale, Arizona
2 weeks ago
+
+
**Client Service Manager | Scottsdale, Arizona**
**Recent Posts**
**Recent Comments**
**Archives**
**Categories**
**Meta**
Reference Number: HRJ7311
Location: Scottsdale, Arizona
Judson Group is working with a rapidly growing RIA in their search for a **Client Service Manager.** This individual be responsible for building and maintaining deep relationships with the firms clients and supporting the advisors with operations and client service functions. This includes managing the full cycle of operations including account openings/transfers, maintenance and record of cash flows, and being a proactive line of support for the client and the advisors.
This is an outstanding opportunity with a forward-thinking and nimble firm that knows how to treat its employees and clients. The ideal candidate will have a minimum of three years of experience in a client service role, will appreciate working in a fun, but focused culture, and has a service mentality when dealing with the firms clients.
**Responsibilities:**
* Will be required to communicate closely with third-party accountants and attorneys, custodian representatives, software support, and other vendors
* Foster respected and enduring relationships with existing clients and new client relationships
* Follow through on action items with accuracy and sense of urgency
* Work closely with the teams advisors to service clients and prospects, working on ad hoc projects when needed
* Lead the client onboarding process and manage account maintenance paperwork
**Requirements:**
* 2+ years experience in a wealth management or investment management firm required
* Bachelors Degree required; advanced degree or wealth management certifications a plus
* Ability to coordinate and organize secure document exchange with clients, custodians, and third-parties
* Strong client-facing skills/experience
**Compensation:**
Competitive compensation and benefits package
**Location:**
Scottsdale, Arizona
-
Veterinary Surgeon Scottsdale, Arizona Surgery
Found in: Talent US C2 - 2 weeks ago
Scottsdale, United States MedVet Full timeDescription MedVet is thrilled to announce their newest location in Scottsdale, Arizona. MedVet is the nation’s premierorganization where doctors have the support of veterinary leadership committed to medical excellence and continuous improvement of resources while being able to enjoy ownership in the organization with our unique shareholder...
-
Neurohospitalist Full-Time position in Scottsdale, Arizona
Found in: beBee jobs US - 3 weeks ago
Scottsdale, Arizona, United States HonorHealth Trek Physician Solutions Full timeNeuroHospitalist PositionHonorHealth - Osborn Medical CenterDesirable Old Town Scottsdale, Arizona7 On / 7 Off Model _PLUS_ 27 Days PTOOutstanding opportunity to join HonorHealth which is a Comprehensive Stroke program supported by 24/7 designated Stroke Team and Neuro Critical Care Team. Interest in post-stroke care along with broad spectrum neurological...
-
Office Manager
2 days ago
Scottsdale, United States House of Cars Arizona Full timeJob DescriptionJob DescriptionHouse of Cars Arizona, a leading pre-owned vehicle dealership in Scottsdale, Arizona, is seeking an experienced Office Manager to join our team. As an Office Manager, you will play a vital role in ensuring the smooth operation of our administrative functions and maintaining a high level of customer service. With a focus on...
-
Water Production Manager
Found in: Talent US C2 - 3 weeks ago
Scottsdale, United States City Of Scottsdale Full timeAbout The Position The Water Production Manager manages the overall operation and maintenance of four potable drinking water treatment facilities to include: the Central Arizona Project (CAP) Plant, Chaparral Water Treatment Plant, Central Groundwater Treatment Facility (CGTF) and North Groundwater Treatment Facility (NGTF) and Arsenic sites. Position...
-
Geriatric Psychiatry Part-Time position in Scottsdale, Arizona
Found in: beBee S US - 3 weeks ago
Scottsdale, United States Banner Health Part time**Adult Psyciatry-Per Diem** **Scottsdale, AZ** **Banner Health is one of the country\'s premier, non-profit health care organizations is currently offering an excellent employed practice opportunity for a Per Diem Adult or Geriatric Psychiatrist in Scottsdale, AZ.** Banner Health is recognized for its leadership and dedication to the communities it...
-
Office Manager
Found in: Resume Library US A2 - 3 days ago
Scottsdale, Arizona, United States House of Cars Arizona Full timeHouse of Cars Arizona, a leading pre-owned vehicle dealership in Scottsdale, Arizona, is seeking an experienced Office Manager to join our team. As an Office Manager, you will play a vital role in ensuring the smooth operation of our administrative functions and maintaining a high level of customer service. With a focus on providing exceptional service and...
-
Geriatric Psychiatry Part-Time position in Scottsdale, Arizona
Found in: beBee jobs US - 3 weeks ago
Scottsdale, Arizona, United States Banner Health Full timeAdult Psyciatry-Per DiemScottsdale, AZBanner Health is one of the country\'s premier, non-profit health care organizations is currently offering an excellent employed practice opportunity for a Per Diem Adult or Geriatric Psychiatrist in Scottsdale, AZ. Banner Health is recognized for its leadership and dedication to the communities it serves: join the...
-
Tax Manager
2 days ago
Scottsdale, United States Wallace Plese + Dreher | Arizona CPAs | Accountants Full timeWallace Plese + Dreher (WP+D), with offices in Chandler and Scottsdale, Arizona, is seeking a Tax Manager. You can choose to work from Chandler or Scottsdale. We offer a hybrid environment, competitive compensation and benefits, and flexible hours. A thriving accounting and CPA firm, Wallace Plese + Dreher is a recipient of national, regional, and Arizona...
-
Emergency Medicine Full-Time position in Scottsdale, Arizona
Found in: beBee S US - 3 weeks ago
Scottsdale, United States Banner Health Full timeBanner Occupational Medicine in Phoenix, Arizona **BANNER HEALTH, one of the country’s premier non-profit health systems, is seeking a BC Physician in either Occupational Medicine,** IM, FM, Emergency Medicine, Preventative Medicine or Public Health, for an employed Occupational Medicine position for our Scottsdale, Arizona location. **Excellent...
-
Taco Bell
4 days ago
Scottsdale, United States Taco Bell - Scottsdale Rd Full timeTaco Bell - Scottsdale Rd is currently hiring a full time or part time Restaurant Supervisor for our Scottsdale, AZ location. A Restaurant Supervisor should not only supervise their team but lead it to acheive their goals. A Restaurant Supervisor will assist in the planning and management at Taco Bell - Scottsdale Rd in order to achieve customer...
-
Emergency Medicine Full-Time position in Scottsdale, Arizona
Found in: beBee jobs US - 2 weeks ago
Scottsdale, Arizona, United States Banner Health Full timeBanner Occupational Medicine in Phoenix, ArizonaBANNER HEALTH, one of the country's premier non-profit health systems, is seeking a BC Physician in either Occupational Medicine, IM, FM, Emergency Medicine, Preventative Medicine or Public Health, for an employed Occupational Medicine position for our Scottsdale, Arizona location.Excellent opportunity for an...
-
Attorney - Scottsdale
Found in: Appcast US C2 - 2 weeks ago
Scottsdale, United States Quintairos, Prieto, Wood, & Boyer, P.A. Full timeQuintairos, Prieto, Wood & Boyer, P.A., a national, multi-office defense litigation law firm is seeking experienced Med Mal/LTC attorneys to join our Arizona team in our Scottsdale office. .The ideal candidate will have experience in all phases of litigation including creating defense strategy, client communication and reporting, conducting investigations,...
-
Attorney - Scottsdale
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
Scottsdale, United States Quintairos, Prieto, Wood, & Boyer, P.A. Full timeQuintairos, Prieto, Wood & Boyer, P.A., a national, multi-office defense litigation law firm is seeking experienced Med Mal/LTC attorneys to join our Arizona team in our Scottsdale office. .The ideal candidate will have experience in all phases of litigation including creating defense strategy, client communication and reporting, conducting investigations,...
-
Barista for Canyon Market
2 weeks ago
Scottsdale, United States Hyatt Regency Scottsdale Resort and Spa Full timeStarts at $15.50 This is a full-time position Role & Responsibilities include but are not limited to: The Barista will provide service in the coffee shop located on the property of the resort. This position will be responsible for fulfilling guest orders.The Barista will prepare beverages in accordance with menu standards and provide a welcoming and...
-
Scottsdale, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Retail Store Manager
5 days ago
Scottsdale, United States Consumer Cellular Full timeRetail Store Manager - Scottsdale (240158) **Job Summary** The **Retail Store Manager** role requires meeting and exceeding client field expectations with overall store responsibility for store effectiveness and customer satisfaction. In order to do their jobs effectively, Retail Store Manager must have excellent customer service skills, the ability to...
-
Senior Sales Manager
5 days ago
Scottsdale, United States Wyndham Destinations Group Full time**Senior Sales Manager - Scottsdale** ** Senior Sales Manager - Scottsdale** * Central Location, Phoenix, Arizona, United States, 85042 * Sales Management * Full Time * Wyndham Destinations **Put the World on Vacation** At Wyndham Destinations our mission is simple: to put the world on vacation. With a spirit of caring, creativity and fun, our teams help...
-
Fry's Food Stores
Found in: Lensa US P 2 C2 - 2 weeks ago
Scottsdale, United States OneCommunity Full time**Fry's Food Stores - Retail All Purpose Clerk - Scottsdale** Fry's Food Stores - Retail All Purpose Clerk - Scottsdale **Fry's Food Stores - Retail All Purpose Clerk - Scottsdale** We are looking for a Retail Sales Representative to provide excellent customer service and meet sales quotas for our business. Candidates with strong communication skills who can...
-
Fry's Food Stores
2 weeks ago
Scottsdale, United States OneCommunity Full time**Fry's Food Stores - Retail All Purpose Clerk - Scottsdale** Fry's Food Stores - Retail All Purpose Clerk - Scottsdale **Fry's Food Stores - Retail All Purpose Clerk - Scottsdale** We are looking for a Retail Sales Representative to provide excellent customer service and meet sales quotas for our business. Candidates with strong communication skills who can...
-
Gastroenterology Full-Time position in Scottsdale, Arizona
Found in: beBee jobs US - 2 weeks ago
Scottsdale, Arizona, United States HonorHealth Trek Physician Solutions Full timeHONORHEALTH is seeking a BC/BE General Gastroenterologist to join the robust HonorHealth GI Group with 22 Employed Gastroenterologists in desirable Scottsdale/Phoenix, Arizona.HonorHealth, a six-hospital non-profit health system in the greater Phoenix metropolitan area, is experiencing rapid growth supported by a community of over 4 million people and the...