Top 73272 Jobs in Phoenix, Az

Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
11d
Auto Verifications Specialist
OneMain General Services Corporation —Tempe, AZ
- Full-time
- Research
- Office
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
Food & Beverage Service Attendant - Sonesta Suites Scottsdale Gainey Ranch
Sonesta —Scottsdale, AZ
- Weekends as needed
- Basic math
- Hotel
- Ability to lift 75 pounds
- Paid parental leave
- Health savings account
Breakfast Service Attendant - Sonesta Suites Scottsdale Gainey Ranch
Sonesta —Scottsdale, AZ
- Weekends as needed
- Basic math
- Hotel
- Ability to lift 75 pounds
- Paid parental leave
- Health savings account
Room Attendant - Sonesta Suites Scottsdale Gainey Ranch
Sonesta —Scottsdale, AZ
- Weekends as needed
- Basic math
- Hotel
- Ability to lift 75 pounds
- Paid parental leave
- Health savings account
Masonry Pressure Washer Operator
Re-Create Companies LLC —Phoenix, AZ
- $28 - $30 an hour
- Full-time
- Clean driving record
- Construction site
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Flexible Work for Moms | Work Around Your Family Schedule | $70K+ Potential
Colonial Life & Accident Insurance Co. —Phoenix, AZ
- $55,000 - $70,000 a year
- Part-time
- Hybrid work
- CPR Certification
- First Aid Certification
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Amazon DSP Dispatcher
Amazon DSP —Phoenix, AZ
- $22.25 - $23.25 an hour
- Part-time
- Background check
- Team management
- US work authorization
- Paid training
- Health insurance
Quick Apply
Delivery Driver (FedEx Ground contractor)
Redbird Logistics Inc —Phoenix, AZ
- $190 - $220 a day
- Full-time
- Clean driving record
- Ability to lift 50 pounds
- Driver's License
- Paid training
- Paid time off
Quick Apply
Customer Service Representative / Dispatcher
Local Roots AC & Plumbing —Phoenix, AZ
- From $24 an hour
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Gate Clerk -Multiple Shifts-Tolleson, AZ
YMX Logistics —Tolleson, AZ
- $17 an hour
- Night shift
- Computer literacy
- High school diploma or GED
- Organizational skills
- Health insurance
- Dental insurance
4d
Order Fulfillment Coordinator / Rentals
BearCom —Tempe, AZ
- $19.29 - $24.99 an hour
- Ability to lift 50 pounds
- In-person
- Leadership
- Paid holidays
- Disability insurance
Quick Apply
Light Rail Train Operator
Alternate Concepts Inc —Phoenix, AZ
- $21.62 - $34.57 an hour
- 8 hour shift
- Customer service
- DOT physical examination
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Ice Cream Production - 2nd shift
SVS Group, Inc. —Glendale, AZ
- From $17 an hour
- Full-time
- Background check
- 7 years
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant
Top Search Recruiting —Phoenix, AZ
- $20.00 - $22.50 an hour
- Full-time
- Office
- Administrative experience
- In-person
- Paid holidays
- Paid time off
Quick Apply
11d
State Farm Stadium Event Staff-Security and Guest Services
S.A.F.E. MANAGEMENT —Glendale, AZ
- $15.40 - $18.65 an hour
- Part-time
- Ability to climb stairs
- Ability to stand for extended periods
- Outdoor work
- Flexible schedule
Dispatcher
A1 Garage Door Service —Phoenix, AZ
- $24 - $28 an hour
- Weekends as needed
- Office
- Residential
- In-person
- Health insurance
- Dental insurance
Quick Apply
Caregiver
Homewatch CareGivers —Phoenix, AZ
- $17 - $24 an hour
- 12 hour shift
- Background check
- CPR Certification
- Current TB test
- Paid training
- Mileage reimbursement
Quick Apply
Lead & Appointment Coordinator
Vero Exteriors —Phoenix, AZ
- $22 - $28 an hour
- Full-time
- 11+ years
- English
- Mid-level
Quick Apply
Packaging Specialist
Green Dot Labs —Tempe, AZ
- $17.00 - $18.50 an hour
- Full-time
- High school diploma or GED
- Warehouse experience
- Reliable transportation
Quick Apply
5d

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Jobs jobs near phoenix, az

Client Services Associate

Lofy Group Wealth Management
Phoenix, AZ

Quick Apply

Job Details

Full-time
11 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Microsoft Word
Customer communication
Microsoft Excel
Analysis skills
Organizational skills
Financial services

Full Job Description

Experienced Client Service Associate wanted for Wealth Management Firm in Phoenix, Arizona. As a Client Service Associate, you will be a cornerstone of our client interactions, responsible for performing a variety of service transactions and client engagement, including for example preparing for client meetings and handling follow-up projects, processing account applications, handling asset movement including transfers, journals, ACATs, ACHs, and wires, and managing client correspondence. You will play a critical role in supporting our financial advisors and ensuring a seamless client experience. Your resourcefulness, efficiency, and detail-oriented skills will be valuable assets. If a small office with a family-feel is what you are looking for, this could be the job for you.

What you will do:

Support our Financial Advisors.
Perform daily administrative duties.
Prepare and maintain client files and profiles.
Proactively perform surveillance of client accounts.
Manage client review and meeting preparation.
Review notes from all client meetings, gather data and prepare forms, illustrations, quotes and any additional reports needed for meetings.
Supervise alternative investments and annuity implementation and maintenance.
Review advisor alerts.
Prepare insurance quotes, applications, underwriting and insurance reviews.
Communicate with target audience and manage client relations.
Perform RMD calculations, facilitate distributions on behalf of clients, and provide thorough documentation of work performed.
Review and manage notifications.
Process data and capture and maintain current information in our client tracking systems.
Participate in Special Projects as they arise.

What you bring:

At least two years’ experience in financial services and with broker/dealer operations.
Strong ability to be detail-oriented and highly organized.
Excellent PC skills, including Microsoft Word, Excel and Outlook.
Ability to interact effectively with co-workers, clients and team management.
Be a team player.
Strong analytical skills.
Excellent oral and written communication skills.
Reliability and dependability

What to send our way:

Resume with References
Should we set up an interview, we will require completion of our application prior to the interview.

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Client Services: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

jobs in phoenix, az

Client Services Associate

Auto Verifications Specialist

Food & Beverage Service Attendant - Sonesta Suites Scottsdale Gainey Ranch

Breakfast Service Attendant - Sonesta Suites Scottsdale Gainey Ranch

Room Attendant - Sonesta Suites Scottsdale Gainey Ranch

Masonry Pressure Washer Operator

Flexible Work for Moms | Work Around Your Family Schedule | $70K+ Potential

Amazon DSP Dispatcher

Delivery Driver (FedEx Ground contractor)

Customer Service Representative / Dispatcher

Gate Clerk -Multiple Shifts-Tolleson, AZ

Order Fulfillment Coordinator / Rentals

Light Rail Train Operator

Ice Cream Production - 2nd shift

Administrative Assistant

State Farm Stadium Event Staff-Security and Guest Services

Dispatcher

Caregiver

Lead & Appointment Coordinator

Packaging Specialist

I want to receive the latest job alert for jobs in phoenix, az

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