Client Service Specialist
3 days ago
At Vanguard, we're looking for a Client Service Specialist to partner with our Financial Advisors in the onboarding and ongoing management of Personal Advisor client relationships. Our mission is to take a stand for all investors, treating them fairly and giving them the best chance for investment success.
This role is a great launching point for individuals looking to start a career in advice. As a Client Service Specialist, you'll work alongside our Financial Advisors to help them meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios.
We offer fully paid training, coaching, and continuous support to help you pass the SIE and FINRA Series 7 & 63 exams. You'll also have access to learning and development resources to equip and empower you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners.
We believe in creating a work environment that's inclusive, equitable, and diverse - one that enables our employees to thrive and bring their best selves to work every day on behalf of our clients.
The estimated salary for this role is $65,000-$85,000 per year, depending on location and experience.
-
Client Service Specialist
2 weeks ago
Scottsdale, Arizona, United States LaserAway Full timeJob DescriptionLaserAway is a leading provider of aesthetic dermatology services, seeking a highly skilled Client Service Specialist to join its team. As a key member of our client service team, you will play a critical role in delivering exceptional customer experiences and driving revenue growth.As a Client Service Specialist, you will be responsible for...
-
Client Servicing Specialist
3 days ago
Scottsdale, Arizona, United States Trajan Wealth LLC Full timeJob TitleWe are seeking a highly detail-oriented and customer-focused Client Servicing Specialist to join our team at Trajan Wealth LLC. As a key member of our operations department, you will be responsible for processing service items for existing clients while providing exceptional customer service.Duties and ResponsibilitiesProcess ACH contributions and...
-
Client Services Specialist
4 weeks ago
Scottsdale, Arizona, United States Annexus Group Full timeAnnexus Group, a leading financial institution, is seeking a skilled Client Services Specialist to join their team in North Scottsdale. This role offers a competitive salary of $55,000 - $65,000 per year.Reporting to the Operations Manager, this position plays a vital part in ensuring effective and efficient operations. If you have experience in an...
-
Client Service Excellence Specialist
2 days ago
Scottsdale, Arizona, United States Vanguard Full timeAbout this Role:This Client Service Excellence Specialist will play a vital role in delivering exceptional client experiences through inbound phone calls, providing account-related support and guidance. Located in Scottsdale, AZ, this remote-friendly position requires a strong passion for helping others and a desire to continuously grow financial...
-
Senior Client Service Specialist
3 days ago
Scottsdale, Arizona, United States LaunchPad Home Group Inc Full timeWe are seeking a Senior Client Service Specialist to join our home inspection company. The ideal candidate is a proactive, service-driven leader who can champion excellence in client service.The estimated salary for this role is $70,000 - $90,000 per year. Located in Scottsdale, AZ, this role requires availability for rotational weekend shifts as...
-
Client Service Professional
2 days ago
Scottsdale, Arizona, United States Trajan Wealth LLC Full timeAbout the RoleTrajan Wealth LLC seeks a skilled Client Service Specialist to join our team. As a key member of our operations department, you will play a critical role in providing top-notch service to our clients.Duties and Responsibilities:Handle client requests related to ACH contributions and distributions.Collaborate with clients to link external bank...
-
Client Service Coordinator
1 week ago
Scottsdale, Arizona, United States Boesen & Snow Law Full timeBoesen & Snow Law, a law firm in Scottsdale, AZ, is seeking a Client Service Coordinator. This role is perfect for someone with excellent interpersonal and written communication skills.As the primary point of contact for potential new clients, you will work closely with the Client Engagement Specialist to ensure a seamless experience from introduction to...
-
Client Relationship Specialist
3 days ago
Scottsdale, Arizona, United States Flagstar Bank Full timeAbout the Job:We are looking for a Banking Operations Coordinator who can provide top-notch customer service, process transactions efficiently, and support our team in meeting branch goals. As a Client Relationship Specialist, you will be responsible for interacting with clients, resolving issues, and promoting financial products.
-
Senior Client Support Specialist
4 weeks ago
Scottsdale, Arizona, United States Randstad Full timeJob OverviewThe Senior Client Support Specialist will play a key role in ensuring exceptional customer experiences for our clients. As a critical member of the support team, you will be responsible for delivering top-notch service, providing expert guidance, and driving process improvements.
-
Client Support Specialist
2 days ago
Scottsdale, Arizona, United States CNA National Warranty Career Full timeAbout the JobWe are looking for a CNA National Warranty Career Client Support Specialist to provide top-notch support to our customers. In this role, you will be the primary point of contact for customer inquiries, resolving issues efficiently and effectively.Key Responsibilities:Interact with customers professionally and courteously.Process transactions,...
-
Client Relationship Management Specialist
4 days ago
Scottsdale, Arizona, United States Vanguard Full timeAbout the Job: As a Client Relationship Management Specialist, you will play a critical role in helping financial advisors meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios.Key Responsibilities:Answer inbound calls to meet the service and trading needs of both Vanguard advisors and advised...
-
Senior Client Relationship Specialist
4 weeks ago
Scottsdale, Arizona, United States IMCS Group Full timeAt IMCS Group, we are seeking a skilled Senior Client Relationship Specialist to join our team. The ideal candidate will possess exceptional interpersonal and client relationship management skills, with a strong ability to provide exceptional service through consultative approaches.This is a 12-month opportunity working on a full-time schedule from Monday to...
-
Client Care Lead Specialist
2 weeks ago
Scottsdale, Arizona, United States LaunchPad Home Group Inc Full timeJob Title: Client Care Lead SpecialistAbout the Role:A key position within our home inspection company, ideal for a proactive, service-driven leader. This individual will champion excellence in client service while guiding and developing our Client Care Admin team.Responsibilities:• Manage and respond to all types of communication (phone, email, text) for...
-
Client Service Support Specialist
2 days ago
Scottsdale, Arizona, United States Raymond James Financial Incorporated Full timeJob Overview:As a Registered Client Service Associate at Raymond James Financial Incorporated, you will play a critical role in supporting our financial advisors and branch office staff to deliver exceptional service to our clients. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organization.Key...
-
Client Services Professional
4 weeks ago
Scottsdale, Arizona, United States Beacon Pointe Advisors Full timeWe are seeking a highly skilled Client Services Professional to join our team at Beacon Pointe Advisors in Scottsdale, AZ. The ideal candidate will possess a four-year college degree in Finance, Business, or Economics and 1-2+ years of relevant experience.About the JobThe Client Services Professional will provide exceptional client service experiences...
-
Client Service Advisor
3 days ago
Scottsdale, Arizona, United States Vanguard Full timeVanguard is seeking a Client Service Advisor to provide exceptional service to our clients. As a Client Service Advisor, you will be the primary point of contact for clients, answering their questions and resolving their concerns.Key responsibilities include:Responding to client inquiries via phone, email, and chatResolving client complaints and...
-
Client Service Professional
2 days ago
Scottsdale, Arizona, United States Christian Dior FR Full time**About the Job:**We are looking for a skilled Client Service Professional to join our team at Christian Dior FR. As a Client Service Professional, you will be responsible for providing exceptional client service, achieving individual sales goals, and building lasting relationships with clients.About the Role:Deliver best-in-class client service, including...
-
Client Service Advocate
2 weeks ago
Scottsdale, Arizona, United States Millennium Systems International Full timeJob SummaryWe are seeking a highly skilled and customer-focused Client Service Advocate to join our team at Millennium Systems International. As a Client Service Advocate, you will be responsible for providing exceptional customer service, handling client inquiries, and troubleshooting product and training-related issues.Key Responsibilities:Provide...
-
Client Service Expert
4 days ago
Scottsdale, Arizona, United States Vanguard Full timeWe are seeking a Client Service Expert to join our team at Vanguard. In this role, you will be responsible for delivering exceptional client experiences through proactive communication, timely issue resolution, and personalized support.About the Role:You will work closely with our financial advisors to understand our clients' needs and preferences.You will...
-
Client Service Director
4 weeks ago
Scottsdale, Arizona, United States MGA Homecare Full timeJob OverviewMGA Homecare is a leading provider of comprehensive healthcare services, striving to deliver inclusive and compassionate care to patients and their families. As a Client Service Manager at MGA Homecare, you will play a critical role in developing and managing relationships with clients and field staff to ensure seamless service delivery.