Current jobs related to Client Services Associate - Scottsdale - gpac
-
Client Services Associate
3 weeks ago
Scottsdale, United States IV Nutrition Full timeClient 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
3 weeks ago
Scottsdale, United States IV Nutrition Full timeClient 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 timeJob 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 timeWe 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
2 weeks ago
Scottsdale, United States Beacon Pointe Advisors Full timeWe 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
5 days ago
Scottsdale, Arizona, United States US012 Marsh & McLennan Agency LLC Full timeAbout 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
3 weeks ago
Scottsdale, United States Threadneedle group Full timeDo 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...
-
Registered Client Associate
4 months ago
Scottsdale, United States Wells Fargo Full timeAssist 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 Relations Associate
1 week ago
Scottsdale, Arizona, United States Destination Pet, LLC Full timePosition: 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...
-
Client Services Associate Training Program
5 days ago
Scottsdale, Arizona, United States PURE Insurance Full timeAre 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 timeAbout 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
1 week ago
Scottsdale, Arizona, United States SmartRent Full timeAbout 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
1 week ago
Scottsdale, Arizona, United States Beacon Pointe Advisors Full timePosition 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 timeIf 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
1 week ago
Scottsdale, Arizona, United States Beacon Pointe Advisors Full timeWe 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...
-
Client Associate
12 hours ago
Scottsdale, Arizona, United States Topgolf Entertainment Group Full timeKey Responsibilities: • Instill a customer-centric approach to drive sales and deliver exceptional service on the sales floor. • Connect with in-store clients and develop a loyal customer base to drive repeat business. • Collaborate with the team to achieve sales goals and maintain a high level of customer satisfaction. •...
-
Service Associate
1 week ago
Scottsdale, Arizona, United States AZ Green Cleaning LLC Full timeJob 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
1 week ago
Scottsdale, Arizona, United States Ccmcnet Full timeJoin 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...
-
Client Relationship Associate
4 weeks ago
Scottsdale, United States Randstad Usa Full timeCompany 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 timeCompany 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 Services Associate
2 months ago
Private Wealth Management Client Service Associate
Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts.
Primary Responsibilities:
- Serve as the main point of contact for assigned client relationships
- Field client phone calls and emails, providing prompt responses to inquiries
- Process account paperwork including new account openings, transfers, distributions, etc.
- Update client data and relationship management systems
- Prepare investment review materials and performance reports for advisors
- Complete trade entry and account maintenance tasks
- Support client events and meetings
Required Qualifications:
- Bachelor’s degree or equivalent work experience
- 2+ years in financial services or client service role
- Proficiency with CRM systems and financial planning software
- Strong verbal, written and technical communication abilities
- Highly organized and attentive with ability to manage multiple tasks
- Upbeat customer-focused attitude
We offer a competitive salary and benefits package commensurate with experience. Please submit your resume if you would like to contribute your talents to our close-knit team managing assets for high-net-worth individuals and families. For more Information email me at shea.sweetland@gogpac.com
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.