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Service client Jobs in Phoenix, AZ
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Client Service Specialist
Mercer Global Advisors IncPhoenix, AZ, United States- Promoted
CLIENT SERVICE PROFESSIONAL - 401K
Charles SchwabPhoenix, AZ, United StatesClient Service Representative
PaychexPhoenix, ArizonaClient Service Advisor
ASK ConsultingPhoenix, AZ- Promoted
Client Service Excellence Representative
VanguardScottsdale, AZ, United States- Promoted
REMOTE! CLIENT SERVICE REP
ApexFocusGroupPhoenix, AZ, United States- Promoted
- New!
Client Service Associate
Empower RetirementGlendale, AZ, United States- Promoted
PERSONAL LINES CLIENT SERVICE MANAGER
GallagherScottsdale, AZ, United States- Promoted
HCM Client Service Consultant II
ADPTempe, AZ, United StatesClient Service Coordinator
Banfield Pet HospitalPhoenix, AZ, USClient Service Representative
VCATempe, AZ- Promoted
CLIENT SERVICE SENIOR ASSOCIATE
JPMorgan ChaseTempe, AZ, United StatesClient Service Associate
GuidepointPhoenix, Arizona, United States- Promoted
Client Service Associate (Remote)
D Aceto Services LLCPhoenix, ArizonaClient Service Associate
JPMorgan Chase & Co.Tempe, AZ, United StatesClient Service Associate
JPMorgan Chase Bank, N.A.Tempe, US- Promoted
Client Service Representative
VCA Animal HospitalsTempe, AZ, United States- Promoted
Liquidity Client Service Advisor
VeeAR Projects Inc.Phoenix, AZ, US- Promoted
CLIENT SERVICE SPECIALIST II
First Citizens BankPhoenix, AZ, United States- Promoted
Client Service and Operations Manager
Schneider National, Inc.Phoenix, AZ, United StatesClient Service Specialist
Mercer Global Advisors IncPhoenix, AZ, United States- Full-time
A company is looking for a Client Service Specialist to provide operational support to the Wealth Management team for high-net-worth clients.Key ResponsibilitiesProvide day-to-day operational and administrative support for Wealth Advisors, including managing client communications and requestsEnsure compliance with paperwork and procedures for client requests and coordinate with internal departmentsMaintain data integrity and assist in onboarding new clients and processing account transfers as neededRequired QualificationsHigh School diploma or equivalent; Bachelor's degree preferredFive years of experience in the financial services industryPrior experience in a customer service-focused office environment is helpfulNotary designation is a plus; eligible to pursue CFP designationStrong proficiency in MS Word, Excel, and Outlook; prior experience with CRM systems like Salesforce is a plus