Client service associate Jobs in Phoenix, AZ
Last updated: 17 hours ago
Commitment to Excellence | Growth Mindset | Personal Responsibility | Mutual Respect | Client-Centric.The Client Service Associate is an entry-mid level position that is extremely analytical and de...Show moreLast updated: 4 days ago
The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support dut...Show moreLast updated: 30+ days ago
A company is looking for a Client Support Associate to ensure client satisfaction and success through day-to-day support and basic client management.
Key ResponsibilitiesUnderstand and address clien...Show moreLast updated: 1 day ago
Job searching is a lot better with someone in your corner.Hi—enter us, and this job! Kelly® Professional & Industrial is seeking a Bilingual Customer Service Representative to work at a premier ins...Show moreLast updated: 1 day ago
Dynamic Advisor Solutions is seeking a dedicated, detail-oriented, and positive-minded Client Service Associate to join our team in a fully remote capacity.
The ideal candidate is tech-savvy, has hi...Show moreLast updated: 11 days ago
Are you truly service oriented? Do you know how to take care of people?.We're looking for a Client Associate to : .You'll be working in the Phoenix, AZ Office.
Our team is fully integrated in decision...Show moreLast updated: 17 hours ago
Client Service Representative / Customer Service.Are you looking for a career and not just another Customer Service job? Tired of being told about career advancement only to be disappointed with no...Show moreLast updated: 11 days ago
Client Relation Specialist for an opportunity in Tempe, AZ USA!.Position Title : Client Relation Specialist (Hybrid).Please note this is the target date and it is subject to change.BCforward will se...Show moreLast updated: 1 day ago
Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process.
Powered by innovative technology, real-time data, and hard-to...Show moreLast updated: 30+ days ago
Only considering candidates who reside in one of these markets : Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ.
Monday - Friday 10am - 7pm Central Time and one Saturday per month (8a...Show moreLast updated: 30+ days ago
Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas...Show moreLast updated: 30+ days ago
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t...Show moreLast updated: 30+ days ago
Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas...Show moreLast updated: 30+ days ago
Client Service Associate- Auto Insurance.Opportunity to be hybrid after ~6months in the role (3 days in, 2 days remote).Regular Schedule After Training : .
M-F 10am-6 : 30pm local time .Avenica is ...Show moreLast updated: 22 days ago
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer ded...Show moreLast updated: 30+ days ago
VCA University Animal Hospital is a complete small animal veterinary facility and a full-service boarding facility.We offer many important specialty services such as laser surgery, dentistry, digit...Show moreLast updated: 10 days ago
- Promoted
Client Service Associate
Northwestern MutualScottsdale, AZ, United StatesFull-time
Client Service Associate- Part Time
StifelScottsdale, Arizona, United StatesPart-time
- Promoted
Client Support Associate
VirtualVocationsTempe, Arizona, United StatesFull-time
- Promoted
Client Service Representative
KellyPhoenix, AZ, United States$22.50 hourly
Temporary
- Promoted
Client Services Associate
Dynamic Advisor SolutionsPhoenix, AZ, United StatesFull-time
- Promoted
- New!
Client Associate
UBSPhoenix, AZ, United StatesPart-time
- Promoted
Client Service Representative
LHH Recruitment SolutionsTempe, AZ, United States$20.00–$24.00 hourly
Full-time
- Promoted
Client Associate-Hybrid
BCForwardPhoenix, AZ, US$28.00 hourly
Full-time
Client Service Associate
GuidepointPhoenix, Arizona, United States$55,000.00 yearly
Client Service Center Associate
AlerusArizona, USFull-time
Client Service Associate
JPMorgan Chase & Co.Tempe, AZ, United StatesFull-time
Seasonal Client Service Associate
Jackson Hewitt - 922Phoenix, AZ, US$15.00 hourly
Part-time
Client Service Associate
JPMorgan Chase Bank, N.A.Tempe, USFull-time
Client Service Associate
AvenicaGlendale, AZ, United States$21.50 hourly
Full-time
Registered Client Service Associate
Ameriprise FinancialScottsdale, ArizonaFull-time
- Promoted
Client Service Representative
VCA Animal HospitalsTempe, AZ, United StatesFull-time
Client Service Associate
Northwestern MutualScottsdale, AZ, United States4 days ago
Job type
- Full-time
Job descriptionBachelor's degree in Finance, Accounting, Economics, or a related field Minimum of 2-5 years of experience in financial planning, wealth management, insurance or related field Insurance licensing : Arizona Life & Health, obtain within 60 days of start date Public Notary Certificate, obtain within 90 days of hire Excellent written and verbal communication skills Ability to work independently as well as part of a team Detail-oriented, accurate, organized, able to set priorities autonomously Extremely strong communication and presentation skills with the ability to explain complex information clearly and simply Microsoft 365 proficiency (Excel, CRM, etc.) Must be able to remain in stationary position 85% of the time; often standing or sitting for prolonged periods of time Occasionally move throughout the office to attend meetings, access office machinery, and other office equipment Constantly operate a computer and other office machinery such as a calculator, copy machine and printer Frequently communicate with coworkers and clients and exchange accurate information. Constant repetitive motions that may include wrists, hands, and / or fingers Pass an extensive FINRA background screening which may include, but is not limited to, criminal background checks (local, state, and federal), credit check, education verification, drug tests, skills assessments, interviews, and personality profile (behavioral assessment) Tech-savvy with experience in both proprietary and mass-market systems Must be at least 21 years of age of older Legal authorized to work in the United States
Commitment to Excellence | Growth Mindset | Personal Responsibility | Mutual Respect | Client-Centric
The Client Service Associate is an entry-mid level position that is extremely analytical and detail-oriented to support our team of financial advisors.
The primary function of this role is to assist Lead Advisors and Associate Advisors by providing support in the service and sales cycle for both insurance and investment clients.
This role will work closely with all facets of the team and is client facing. Individuals in this role will serve as the liaison between the Network and Home Office, advisors, and clients.
This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and / or performing work activities.
Job Responsibilities / Principal Responsibilities
- Communicate with clients to complete insurance and investment-related paperwork
- Submit and manage the underwriting and account opening process for all applications
- Maintain contact with clients to provide or obtain updated information
- Review client-submitted paperwork for completeness and accuracy
- Arrange medical, paramedical and any other exams necessary for underwriting
- Completes client service requests in insurance and investment systems
- Contact and advise clients regarding late payments and other service-related issues
- Process incoming insurance service requests from clients : process address changes, bank change information, loan requests and ISA service inquiries
- Correspond with clients to complete new account opening documents, coordinate asset transfers and document workflow throughout the process
- Process incoming securities-related requests from clients : registration changes, provide account information (statements / tax documents / activity details)
- Generate and / or review paperwork to be sent to clients
- Conduct rollover calls between clients and current 401(k) plan administrator
Position Requirements
Physical Requirements
Additional Requirements