Financial Services Client Services Associate

Unlock Your Potential as a Financial Services ProfessionalLPL Financial partners with credit unions to offer a comprehensive suite of financial services to their clients. This employment opportunity at Global Credit Union in Phoenix, AZ, would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model,...

Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services. As a key member of our team, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...

Advisor Employee Services is seeking a highly motivated and experienced Financial Advisor to join our team in Phoenix, AZ.The ideal candidate will have a strong background in financial services, with a proven track record of success in sales and client relationship building.Responsibilities will include:Preparing and presenting customized financial plans to...

At Advisor Employee Services, we are seeking a highly motivated and experienced Financial Advisor to join our team in Phoenix, AZ.The ideal candidate will have a strong background in financial services, with a proven track record of success in sales and client relationship building.Responsibilities will include:Preparing and presenting customized financial...

Unlock Your Potential as a Financial AdvisorLPL Financial partners with credit unions to offer a comprehensive suite of financial services to their clients. This employment opportunity at Global Credit Union in Phoenix, AZ, presents a chance to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will...

Job SummaryThis role supports Financial Advisors (Registered Representatives) in managing their day-to-day Investment practice, enhancing customer service levels, and fostering strong client relationships. The ideal candidate will work closely with Registered Representatives to prepare and process client paperwork, perform financial transactions, maintain...

Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at BOK Financial Corporation Group. As a Financial Advisor, you will be responsible for providing exceptional customer service by guiding clients towards their short and long-term financial goals through holistic financial planning and financial advice.Key ResponsibilitiesMeet with...

Financial Advisor RoleStrategy Financial Group in Phoenix, AZ is seeking a highly motivated and customer-focused Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...

About Saddle Creek Logistics ServicesSaddle Creek Logistics Services is a company that values diversity, friendliness, and respect in its teamwork environment. We strive to make a positive impact in our community and offer our associates opportunities to enhance their skills, build meaningful careers, and feel a sense of accomplishment at the end of each...

Job SummaryThe Financial Advisor role at BOK Financial Corporation Group is a dynamic opportunity for a skilled professional to provide exceptional customer service and guide clients toward their short and long-term financial goals. This is accomplished through holistic financial planning and financial advice. The ideal candidate will possess excellent...

Financial Advisor OpportunityStrategy Financial Group in Phoenix, AZ is seeking a highly motivated and customer-focused Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to meet one-on-one with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare...

Job Title: Client Services RepresentativeBroadridge Financial Solutions, Inc. is seeking a highly skilled Client Services Representative to join our dynamic team. As a key member of our Client Services team, you will be responsible for providing exceptional customer support and education to our clients.Key Responsibilities:Provide timely and effective...

Job OpportunityAt Charles 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.We're seeking a highly motivated and detail-oriented Financial Services Associate to...

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Our ApproachWe deliver responsible growth through our company values of Client Service, Banking, and Representative roles.Client Service: Providing exceptional customer experiencesBanking: Offering a range of financial products and...

Lutheran Social Services of the Southwest is a dedicated non-profit organization committed to fostering community partnerships and enhancing the well-being of individuals and families across Arizona. Working with us offers a fulfilling and dynamic environment, providing numerous opportunities for both personal and professional growth. Key Responsibilities:...

Job OverviewAs a Financial Services Representative, you will play a crucial role in helping clients and businesses achieve their financial goals. Your expertise will be sought after by individuals and organizations seeking guidance on financial products and services.Key Responsibilities:Develop and maintain a client base through consultative...

About Eaton-Cambridge Inc.We are a boutique wealth and tax strategy firm dedicated to providing Financial Guidance for a Meaningful Life. Our team specializes in serving business owners and retirees, helping them achieve financial confidence and clarity.About the Role:We are seeking a proactive, detail-oriented individual who can uphold the white-glove...

About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as an Advisor Support Associate. In this role, you will be responsible for providing exceptional service to our advisors, assisting with a mix of inbound and outbound calls related to common topics such as new accounts, transaction status, money movement,...

Job SummaryRepublic Services is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will be responsible for providing financial analysis and support to our department. This role will involve generating reports, analyzing data, and making recommendations to improve business processes and policies.Key...

Position OverviewAs a key member of our team, you will play a vital role in delivering exceptional service to our clients. In this role, you will be responsible for providing support to financial advisors, assisting with account maintenance, and ensuring seamless transactions. If you have a passion for delivering outstanding customer service and are looking...