Client Support Representative
2 days ago
**About the Role**
We are seeking a talented and ambitious individual to join our team as a Client Support Representative - Financial Planning. As an Investment Client Care Service Rep, you will play a critical role in helping our financial advisors meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios.
Estimated Salary: $58,000 - $70,000 per year
Key Responsibilities:
- Work alongside Vanguard's financial advisors to help them meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios.
- Develop and maintain current knowledge of Vanguard's funds, services, and technology, as well as an understanding of current market factors and how they affect Vanguard's funds and products.
- Participate in special projects and perform other duties as assigned.
What We Offer:**
- Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63.
- A comprehensive benefits package, including medical, dental, and vision coverage.
- A competitive salary and bonus structure.
-
Scottsdale, Arizona, United States Vanguard Full timeCompany OverviewVanguard provides a comprehensive range of services, including investment management and financial planning, to help clients achieve their long-term financial goals. With a strong commitment to delivering high-quality services, we strive to build trust with our clients and provide personalized support. Job DescriptionAs an Advice Support...
-
Sales and Customer Support Representative
3 weeks ago
Scottsdale, Arizona, United States Perceptionist Full timeAbout the RoleWe are seeking a skilled Sales and Customer Support Representative to join our team of Perceptionists. This is a unique opportunity to work in a fast-paced environment, providing exceptional customer experiences and driving sales growth for our clients.Key ResponsibilitiesUtilize excellent communication skills to create a positive first...
-
Scottsdale, Arizona, United States Vanguard Full timeAbout the Position: We are looking for a talented Financial Services Support Representative to join our team. In this role, you will support financial advisors in meeting client servicing needs and executing on account changes and trading needed to maintain advised client portfolios.Key Responsibilities:Partner with financial advisors to onboard and manage...
-
Financial Client Support Associate
3 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 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...
-
Senior Client Support Specialist
3 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 Associate
1 day ago
Scottsdale, Arizona, United States Colibri Group Full timeAbout Colibri Group">Colibri Group is a leading provider of professional education and training solutions, serving over 1 million customers annually.Ambitious Career Opportunity">We are seeking a skilled Client Support Associate to join our team in this onsite position. As the face of our school, you will be responsible for providing exceptional customer...
-
Customer Service Representative
3 days ago
Scottsdale, Arizona, United States Perceptionist Full timeAbout the JobWe are seeking a highly skilled and motivated Customer Service Representative to join our team of Perceptionists. As a key member of our sales support team, you will be responsible for providing exceptional customer service and sales support to our clients.Job Responsibilities and Essential FunctionsCommunication Skills: Possess excellent verbal...
-
Client Experience Specialist
2 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...
-
Scottsdale, Arizona, United States Millbrook Support Services Full timeMillbrook Support Services is a leading provider of healthcare professionals seeking an Academic Support Specialist for a local contract assignment in Scottsdale, Arizona.About the RoleWe are currently looking for a dedicated and experienced Speech Language Pathologist to join our team as an Academic Support Specialist. This role will involve providing...
-
Client Relationship Manager
1 day ago
Scottsdale, Arizona, United States Vanguard Full timeWe're seeking a talented Advice Client Service Representative to join our team at Vanguard. As a key member of our organization, you'll play a crucial role in partnering with Financial Advisors to onboard and manage Personal Advisor client relationships. With a focus on delivering exceptional client service, you'll work closely with advisors to execute on...
-
Client Success Associate
1 day ago
Scottsdale, Arizona, United States Brandon Mueller - State Farm Agent Full timeAbout UsBrandon Mueller - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We value our team members' hard work and dedication, offering a range of benefits and opportunities for growth. If you're passionate about delivering outstanding customer experiences and growing your career, we encourage you to...
-
Customer Support Representative
1 week ago
Scottsdale, Arizona, United States Open Network Exchange Full timeAt Open Network Exchange, we're looking for a highly skilled Customer Support Representative to join our team in Scottsdale, AZ. As a key member of our customer-facing team, you will play a crucial role in delivering exceptional experiences to our customers. Key Responsibilities:Engage with customers in a personalized manner to provide comprehensive...
-
Client Advocacy Specialist
2 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...
-
Warranty and Support Representative
1 week ago
Scottsdale, Arizona, United States Mattamy Homes Full timeWelcome to Mattamy HomesWe're a leading homebuilder in North America, dedicated to creating homes and communities that exceed our customers' expectations. Our team is passionate about delivering exceptional service and building lasting relationships with our homeowners.About the RoleWe're seeking a talented Customer Service Representative to join our team....
-
Client Advocate Specialist
1 day ago
Scottsdale, Arizona, United States Vanguard Full timeOur Commitment to Diversity, Equity, and InclusionVanguard 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...
-
Financial Services Representative
1 day ago
Scottsdale, Arizona, United States Vanguard Full timeFinancial Career OpportunitiesVanguard offers a hybrid working model that combines the benefits of flexibility with in-person learning and collaboration. As a Financial Services Representative, you will be part of a mission-driven team that is committed to delivering long-term client outcomes.In this role, you will engage with clients and provide...
-
Business Development Representative
3 weeks ago
Scottsdale, Arizona, United States Spear Education Full timeAbout the RoleSpear Education is a leading provider of continuing education and support to dentists and their teams. As a Sales Development Representative, you will play a critical role in driving our growth by qualifying prospective clients and transitioning them to client acquisition.
-
Financial Services Representative
1 week ago
Scottsdale, Arizona, United States Americor Full timeWe are seeking a talented Financial Services Representative to join our team at Americor in Scottsdale, AZ. As a Customer Service Representative, you will be responsible for delivering exceptional customer service and support to our clients.Your Key Responsibilities:Communicate effectively with customers and respond to their inquiries.Utilize call center...
-
Client Support Professional
3 weeks ago
Scottsdale, Arizona, United States Open Network Exchange Full timeWhy Join Us?We offer a competitive hourly rate of $22/hour plus a monthly bonus opportunity. Our benefits package includes a structured career path, exclusive team member travel discounts, and affordable medical insurance. We're an equal opportunity employer committed to diversity and inclusion.Main Requirements2+ years of experience in customer support.High...