Client Advocate Specialist
4 days ago
Vanguard is committed to creating a work environment that is inclusive, equitable, and diverse. We believe that a diverse workforce enables us to deliver the best possible results for our clients and supports the long-term financial wellbeing of our communities.
About the RoleIn this role, you will have the opportunity to contribute to a dynamic team that is dedicated to delivering exceptional service to external employers and their 401(k) plan participants. As a Support Services Person ll, you will work closely with other members of the crew to provide high-quality support across Institutional Participant Services.
What We Offer- A competitive salary of $48,000 (additional compensation opportunity for bilingual Spanish speaking representatives)
- The opportunity for licensing completion bonuses, additional hourly pay, and eligible company bonuses
- Premier training and development programs to equip you with the tools to take the SIE and FINRA Series 6 and 63
- An annual bonus based on company performance
- 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO
- Industry-leading retirement savings up to 4% matched contributions, and 10% employer contribution without condition
- Best-in-class medical, dental, and vision coverage with on-site health perks
- Education benefits including tuition reimbursement designed to support you in furthering your education
-
Client Service Advocate
1 week 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 Excellence Advocate
10 hours ago
Scottsdale, Arizona, United States Vanguard Full time**About Vanguard**We strive to deliver exceptional experiences for our clients, empowering them to achieve their long-term financial goals. As a Client Service Excellence Advocate at Vanguard, you will play a critical role in fostering strong relationships with our Personal Investor clients.**Estimated Salary:** $56,000 - $63,000 (base salary: $48,750 -...
-
Senior Care Advocate
4 days ago
Scottsdale, Arizona, United States Home Care Assistance Full timeSenior Care AdvocateEstimated Salary: $15.50-$18.00 per hourAbout the RoleWe are seeking a dedicated Senior Care Advocate to join our team in Scottsdale and surrounding communities.As a Senior Care Advocate, you will play a vital role in providing personalized care and support to our clients with Huntington's disease.The ideal candidate will have at least...
-
Client Service Specialist
11 hours ago
Scottsdale, Arizona, United States Vanguard Full timeAt 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...
-
Client Service Specialist
1 week 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 Relationship Specialist
10 hours 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 Services Specialist
3 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...
-
Patient Advocate and Scheduling Coordinator
3 weeks ago
Scottsdale, Arizona, United States Spooner Full timeOverviewSpooner, a leading physical therapy private practice, is seeking a highly skilled Patient Advocate and Scheduling Coordinator to join our Central Client Services team. This role offers an exciting opportunity to work in a dynamic environment, fostering continuous learning and fun.
-
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
1 week 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 Relationship Manager
11 hours ago
Scottsdale, Arizona, United States Vanguard Full timeAre you looking for a career that offers challenge, growth, and opportunity? Do you have a passion for finance and a desire to make a real difference in people's lives?Vanguard is seeking a talented individual to fill the position of Support Services Person ll, joining our team of dedicated professionals who share a common goal: to help our clients achieve...
-
Retirement Plan Services Specialist
4 days ago
Scottsdale, Arizona, United States Vanguard Full timeJob SummaryVanguard is seeking a Retirement Plan Services Specialist to provide high-quality service across Institutional Participant Services. As the voice and advocate for our clients, you will help build hundreds of financial futures by supporting external employers' 401(k) plan participants with their dynamic and complex needs.This role involves...
-
Financial Client Support Associate
6 days ago
Scottsdale, Arizona, United States Randstad Enterprise Full timeCompany OverviewRandstad Enterprise is a leading provider of financial services, committed to delivering exceptional support to our valued clients. We are seeking highly skilled and client-focused professionals to join our team as Financial Client Support Specialists.
-
Client Service Coordinator
6 days 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 Experience Specialist
4 weeks ago
Scottsdale, Arizona, United States Vantage Retirement Plans, LLC Full timeAbout VantageWe are a company dedicated to providing exceptional service to our clients in the retirement industry. Our team is passionate about helping individuals take control of their financial futures.Job SummaryWe are seeking a skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in ensuring...
-
Client Support Specialist
2 weeks ago
Scottsdale, Arizona, United States Raymond James Financial Incorporated Full timeAbout UsRaymond James Financial Incorporated is a leading financial services company celebrating over 60 years of excellence in the industry.We are committed to providing our clients with personalized service, innovative solutions, and a conservative, long-term approach to investing.This role offers a unique opportunity to work with a dynamic team, develop...
-
Client Experience Specialist
4 days ago
Scottsdale, Arizona, United States Vanguard Full timeAbout VanguardWe're on a mission to transform the world of investing and make a positive impact on people's lives. As a Client Service Excellence Representative at Vanguard, you'll play a vital role in helping us achieve this mission.Our company values are centered around client-centricity, inclusivity, and innovation. We strive to provide a supportive work...
-
Client Advocacy Specialist
4 days ago
Scottsdale, Arizona, United States Vanguard Full timeThe Bilingual Financial Advisor Role at Vanguard is an exciting opportunity to support external employers 401(k) plan participants with their complex needs. As a Financial Advisor, you will assist with account and plan information, regulatory or tax-related issues, financial and clerical transactions via inbound phone calls and written communication. Your...