Top 259 Matrix Resources Phoenix Jobs

Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix
Zions Bancorporation —Salt Lake City, UT
- Mid-level
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Senior Oncology Account Specialist - Phoenix South
Ipsen Biopharmaceuticals Inc. —Arizona
- $150,000 - $200,000 a year
- Full-time
- 8 years
- Driver's License
- Bachelor's degree
- Commuter assistance
- Disability insurance
Customer Care Specialist
SuperCare Health —Surprise, AZ
- $14.45 - $24.10 an hour
- Full-time
- Remote
- Background check
- Spanish
- Microsoft Outlook
- Paid training
- Health insurance
Quick Apply
Repair Shop Foreman
Cryogenic Industrial Solutions —Phoenix, AZ
- $70,000 - $90,000 a year
- Full-time
- Customer service
- No experience needed
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Director, Global Clinical Physician - Late Oncology
BMS —Princeton, NJ
- $275,630 - $333,998 a year
- Email
- Hybrid work
- Medicine
- 5 years
- Analysis skills
- Paid holidays
- Disability insurance
Senior Director, Global Clinical Development - Late HOCT
BMS —Princeton, NJ
- $313,200 - $425,060 a year
- Email
- Hybrid work
- Medicine
- Doctor of Philosophy
- Travel
- Paid holidays
- Disability insurance
Director, Biostatistics
BMS —Madison, NJ
- $218,740 - $265,060 a year
- Email
- Hybrid work
- Writing skills
- Doctor of Philosophy
- Travel
- Paid holidays
- Disability insurance
Phlebotomist Southern AZ
Sonora Quest Laboratories —Phoenix, AZ
- Overtime
- 18 years or older
- Spanish
- Float pool
- Flexible schedule
Director, Biostatistics Hematology
BMS —Princeton, NJ
- $216,570 - $262,434 a year
- Email
- Hybrid work
- Writing skills
- Doctor of Philosophy
- Travel
- Paid holidays
- Disability insurance
Director, Global Clinical Physician (Director)
BMS —Princeton, NJ
- $275,630 - $333,998 a year
- Email
- Hybrid work
- Medicine
- 5 years
- Analysis skills
- Paid holidays
- Disability insurance
Patient Services Team Lead
Sonora Quest Laboratories —Phoenix, AZ
- Night shift
- Ability to walk for extended periods
- Research
- Mid-level
AVP, Application Development
USAA —San Antonio, TX
- $224,250 - $403,650 a year
- Hybrid work
- Computer Science
- Military
- Office
- Paid holidays
- Relocation assistance
AVP, Marketing Technology Activation and Growth, P&C Marketing
USAA —San Antonio, TX
- $195,230 - $351,410 a year
- Hybrid work
- Sales
- Research
- Office
- Paid holidays
- Health insurance
Designation: HR Executive
QI Spine Clinic —Phoenix, AZ
- Mid-level
- Bachelor's degree
Senior Scheduler - Data Center Construction
Turner & Townsend —San Francisco, CA
- $180,000 - $210,000 a year
- Full-time
- Remote
- 5 years
- Travel
- Senior level
Quick Apply
Specialty Representative, Migraine - Phoenix, AZ
AbbVie —Phoenix, AZ
- $78,500 - $192,500 a year
- Full-time
- Remote
- Pass drug screening
- English
- Mid-level
- Paid holidays
- Health insurance
8d
Program Manager Revenue Integrity
St Joseph Hospital & Medical Center —Phoenix, AZ
- $39.18 - $58.28 an hour
- Full-time
- Master's degree
- Bachelor's degree
- Travel
Medical Science Liaison Immunology - Admilparant (Los Angeles, CA, HI)
Bristol-Myers Squibb —Los Angeles, CA
- $166,090 - $201,262 a year
- Email
- Hybrid work
- Medicine
- English
- Mid-level
- Paid holidays
- Disability insurance
Senior IT Auditor
Columbia Banking System —Phoenix, AZ
- $80,000 - $120,000 a year
- Urgently hiring
- Office
- Continuous improvement
- Travel
- Disability insurance
- Health insurance
Clinical Pharmacology Director
Vertex Pharmaceuticals —Boston, MA
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Master's degree
- Supervising experience
- Loan repayment program
- Dental insurance

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Matrix Resources Phoenix jobs near

Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix

Zions Bancorporation -
Salt Lake City, UT

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Job Details

Benefits

Profit sharing
Paid training
Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Benefits from day one

Qualifications

Managing customer accounts
Customer communication
Internal controls
Financial services customer support
Customer relationship building
Regulatory compliance evaluation
Account maintenance
Account troubleshooting
Coaching
Compliance audits & assessments
Series 66
Mid-level
Financial issue resolution
High school diploma or GED
Managing clients in a customer support role
Series 7
Salesforce Cloud
Managing clients in a finance role
Continuous improvement
Client services experience
Investment account customer support
Mentoring
Leading team collaboration initiatives
Document quality checks
Managing projects
Financial services
CRM system proficiency
Operational excellence initiatives
Handling account queries
Business operations

Full Job Description

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

The Senior Wealth Service Associate serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments. This role supports multiple Wealth Advisors and acts as a subject‑matter expert within the team by independently executing complex service activities, optimizing workflows, and improving operational efficiency. The Senior CASA demonstrates advanced problem‑solving abilities, provides mentorship to peers, and plays a key part in driving continuous improvement across the client lifecycle.

Work Location:
This position can be located at one of our headquarters in the following locations:

Phoenix, AZ
Boise, ID
Houston, TX
Salt Lake City, UT

General Responsibilities

Deliver elevated client service tailored to defined segmentation models, ensuring a proactive and anticipatory service experience.
Manage complex service requests end‑to‑end using Salesforce Financial Services Cloud, ensuring accuracy, documentation quality, and process efficiency.
Participate in continuous training and development programs based on a tiered skills matrix.
Contribute to a culture of recognition, feedback, and shared accountability.
Support and guide Wealth Advisors and Planners in client relationship management, demonstrating expert knowledge of account processes, custodial requirements, and platform capabilities.
Responsible for administration of client accounts through cash movements, account maintenance, transfers, and account closures while adhering to regulatory and internal controls.
Assists with tactical questions and resolving client account issues, coordinating with multiple internal teams (operations, trading, compliance, technology).
Lead or contribute to projects related to centralized resource development, technology adoption, or service delivery enhancements.
Execute functions associated with account governance, compliance audits, regulatory responses, and documentation review with minimal oversight.
Other responsibilities as assigned.

Qualifications

High School diploma or equivalent
4+ years of financial services, wealth management operations, or client service experience required, with a proven ability to handle complex account scenarios. A combination of experience and education may meet job requirements. College degree strongly preferred.
Active Series 7 & 66 (or 63/65) preferred; life & health licensing preferred
Deep understanding of financial services products, account structures, and operational workflows.
Demonstrated expertise in handling client situations with empathy, professionalism, and strong problem‑resolution skills.
Excellent oral and written communication skills, with the ability to build trust and credibility across clients and advisory teams.
Strong attention to detail with the ability to meet deadlines, prioritize effectively, and manage high volumes of work.
Strong proficiency with office and wealth management technology applications; advanced ability to learn and optimize tools such as Salesforce FSC, data analytics solutions, workflow systems, and Copilot.
Proven success working within a team‑based service model and contributing to a culture of excellence, accountability, and service leadership.
Demonstrated commitment to ongoing professional development, continual learning, and mastery of an evolving skills matrix.
Experience supporting advisory teams directly and managing complex or high‑net‑worth client scenarios strongly preferred.

Values & Culture

At Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member’s career journey.

Benefits

Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products

Apply Now

Refine Your Search

Matrix Resources Phoenix jobs

Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix

Senior Oncology Account Specialist - Phoenix South

Customer Care Specialist

Repair Shop Foreman

Director, Global Clinical Physician - Late Oncology

Senior Director, Global Clinical Development - Late HOCT

Director, Biostatistics

Phlebotomist Southern AZ

Director, Biostatistics Hematology

Director, Global Clinical Physician (Director)

Patient Services Team Lead

AVP, Application Development

AVP, Marketing Technology Activation and Growth, P&C Marketing

Designation: HR Executive

Senior Scheduler - Data Center Construction

Specialty Representative, Migraine - Phoenix, AZ

Program Manager Revenue Integrity

Medical Science Liaison Immunology - Admilparant (Los Angeles, CA, HI)

Senior IT Auditor

Clinical Pharmacology Director

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