Current jobs related to Financial Client Support Specialist - Scottsdale, Arizona - Randstad USA


  • Scottsdale, Arizona, United States GoldBook Financial Full time

    Unlock Your Potential with GoldBook FinancialWe're seeking experienced Financial Advisors who share our passion for innovation, flexibility, and excellence. Join our team of industry-leading professionals who excel at helping clients achieve financial security.Key Benefits:State-of-the-art technology platforms and toolsDiversified portfolio of investment,...


  • Scottsdale, Arizona, United States Homeowners Financial Group Full time

    About Homeowners Financial GroupHomeowners Financial Group is a leading mortgage company that fosters a family environment, gives back to the community, and loves what it does. With over 300 employees in 41 offices across the country, we have helped tens of thousands of homeowners realize their dream of homeownership.Job SummaryWe are seeking a highly...

  • Financial Planner

    2 weeks ago


    Scottsdale, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial PlannerAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Planner, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop relationships with clients to understand their...

  • Financial Planner

    4 weeks ago


    Scottsdale, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial PlannerAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Planner with Prudential Advisors.About the RoleAs a Financial Planner,...


  • Scottsdale, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Financial, we're committed to helping you achieve your career goals and make a meaningful impact in the lives of our clients. As a Financial Professional, you'll have the opportunity to work with a talented team of experts who share your passion for delivering exceptional service and building...

  • Financial Planner

    2 weeks ago


    Scottsdale, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and analytical individual looking to take your career to the next level? Prudential Advisors is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Planner.As a Financial Planner, you will work within a team of experienced professionals to help clients...


  • Scottsdale, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Professional with Prudential Advisors.About the RoleAs a Financial...


  • Scottsdale, Arizona, United States Desert Financial Credit Union Full time

    Job Title: Financial Advisor IIThe Financial Advisor II is a key role in our organization, responsible for providing exceptional wealth management services to clients and prospects. This position requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Consult with...

  • Trade Specialist

    2 weeks ago


    Scottsdale, Arizona, United States Lessen Full time

    About the RoleWe are seeking a skilled Trade Specialist to join our team at Lessen. As a key member of our operations team, you will play a vital role in supporting our clients and vendors in a specific trade-related area.Key ResponsibilitiesBuild and maintain professional relationships with clients and vendors to understand their operational needs.Assist in...


  • Scottsdale, Arizona, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management is a leading independent financial advisory services firm that offers strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. The Firm has evolved over time to provide a wide range of services, including investment management, wealth planning,...


  • Scottsdale, Arizona, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout...


  • Scottsdale, Arizona, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout...


  • Scottsdale, Arizona, United States Financial Planning Association Full time

    Job Title: Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at the Financial Planning Association. As a key member of our operations team, you will provide dedicated support to our Financial Advisors, ensuring seamless client experiences and exceptional service delivery.Key...


  • Scottsdale, Arizona, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConsult with clients to understand their financial needs and...


  • Scottsdale, Arizona, United States Nationwide Private Client Full time

    Job Title: Hybrid WholesalerAre you passionate about delivering exceptional customer experiences and helping individuals and businesses achieve their financial goals? If so, Nationwide Private Client may be the perfect fit for you.About the Role:As a Hybrid Wholesaler, you will play a critical role in promoting annuity service products through various...


  • Scottsdale, Arizona, United States Pinnacle Fertility Full time

    About Pinnacle FertilityPinnacle Fertility is a leading fertility care platform that supports high-performing clinics and comprehensive fertility service providers nationwide.Job SummaryWe are seeking a skilled Client Relations and Sales Specialist to join our dedicated Egg Bank team at Pinnacle Fertility in Scottsdale, AZ. This is a full-time onsite...


  • Scottsdale, Arizona, United States AZ TUITION CONNECTION INC Full time

    Job SummaryWe are seeking a skilled Financial Operations Specialist to support our company's financial management needs. The ideal candidate will have a strong background in accounting and a keen eye for detail.ResponsibilitiesManage and reconcile financial transactions in QuickBooksPrepare and review financial reports and statementsCollaborate with internal...


  • Scottsdale, Arizona, United States IMPACT STAFFING INTERNATIONAL Full time

    Financial Planning SpecialistThe Financial Planning Specialist position at IMPACT STAFFING INTERNATIONAL is a crucial role in our financial planning and analysis process. Key responsibilities include analyzing financial statements, forecasting future performance, and reporting essential business functions. This role requires strong analytical skills,...


  • Scottsdale, Arizona, United States Touchstone Wealth Full time

    About UsAt Touchstone Wealth, we believe that financial peace of mind is the foundation of strong families and communities. Our mission is to provide innovative and flexible solutions to help our clients achieve their long-term financial goals.Our ApproachWe take a holistic approach to financial planning, considering all aspects of our clients' financial...


  • Scottsdale, Arizona, United States Touchstone Wealth Full time

    About UsAt Touchstone Wealth, we believe that financial peace of mind is the foundation of strong families and communities. Our mission is to provide exceptional financial services that empower individuals to achieve their long-term goals.We're seeking an experienced Financial Advisor to join our team. As a Financial Advisor at Touchstone Wealth, you will...

Financial Client Support Specialist

2 months ago


Scottsdale, Arizona, United States Randstad USA Full time

NOW HIRING – FINANCIAL CLIENT SUPPORT – REMOTE POST-TRAINING

Randstad USA, a prominent name in workforce solutions, is in search of enthusiastic individuals with a background in customer support and a keen interest in the financial sector.

Become a vital part of an esteemed organization where your skills will be valued, your career aspirations will be fostered, and your professional journey will thrive. Make a meaningful contribution to client satisfaction.

Key Locations: ***Training will be conducted in a hybrid format (3 days in-office, 2 days remote).

Work Schedule:

Monday to Friday, with flexibility to work between 8:30 AM - 7 PM.

Compensation:

$23/hour

Responsibilities:

  • Deliver outstanding client service by managing inbound inquiries and acting as the primary contact for clients, addressing their requests, resolving general account concerns, and offering digital support. May also handle escalated matters.
  • Exhibit strong interpersonal skills and excel in client relationship management.
  • Adhere to established protocols to fulfill client requirements. May perform research for intricate inquiries.
  • Work independently and utilize various resources to find solutions while meeting departmental efficiency standards.
  • Record client and team feedback to support service enhancement initiatives within the organization.

Ideal Candidate Profile:

  • Minimum of 2 years in customer service, with prior experience in insurance or finance.
  • Bachelor's degree in Business, Finance, Communications, or a relevant combination of education and experience.
  • Exceptional skills in client relations, telephone etiquette, and both oral and written communication.
  • Ability to adapt and thrive in a dynamic work environment.
  • Proficient in using multiple software systems concurrently.

TO APPLY: Please submit your resume.

If this position does not align with your career goals, feel free to recommend it to someone who might be interested.