Top 2329 Customer service Jobs in Tempe, Az

SERIES 7 REQUIRED - Registered Client Service Associate
Pathlight Advisors —Scottsdale, AZ
- $65,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
German Speaking Customer Service Representative
The LEGO Group —Tempe, AZ
- $46,450 a year
- Online Application
- Hybrid work
- Background check
- Pass drug screening
- English
- Disability insurance
- Family leave
Digital Marketing Client Success Manager
V Digital Services —Phoenix, AZ
- $50,000 - $65,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Health savings account
- Health insurance
Quick Apply
HVAC Dispatcher
Tropical Air Conditioning, Heating & Plumbing —Chandler, AZ
- $21 - $26 an hour
- Full-time
- Data analysis skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
13d
Customer Service Representative / Customer Advocate
Carvana —Tempe, AZ
- $20 - $24 an hour
- Weekends as needed
- Background check
- Heavy lifting
- English
- Employee stock purchase plan
- Paid holidays
Quick Apply
19h
LPN Clinical Interviewer - Phoenix, AZ
Clarest Health —Phoenix, AZ
- $28 an hour
- Full-time
- Hybrid work
- Spanish
- Nursing
- LVN
- Health insurance
- Dental insurance
Quick Apply
3d
Client Experience Director
Dew Wealth Management —Scottsdale, AZ
- $70,000 - $130,000 a year
- Full-time
- Office
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
Client Service Advisor for Financial Planning Firm
Fullerton Financial Planning —Peoria, AZ
- $65,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
18h
Client Success Manager
XpertDox, LLC —Scottsdale, AZ
- $65,000 - $85,000 a year
- Online Application
- English
- Mid-level
- Office
- Relocation assistance
- Health insurance
Quick Apply
3d
Verification Advocate
Carvana —Tempe, AZ
- $20 - $24 an hour
- Weekends as needed
- Background check
- Heavy lifting
- English
- Employee stock purchase plan
- Paid holidays
Quick Apply
19h
Customer Support Specialist
Carvana —Tempe, AZ
- $20 - $24 an hour
- Weekends as needed
- Background check
- Heavy lifting
- English
- Employee stock purchase plan
- Paid holidays
Quick Apply
19h
Loan Document Specialist
Carvana —Tempe, AZ
- $20 - $24 an hour
- Weekends as needed
- Background check
- Heavy lifting
- English
- Employee stock purchase plan
- Paid holidays
Quick Apply
19h
Customer Service Representative - Brazilian Portuguese
The LEGO Group —Tempe, AZ
- $46,450 a year
- Online Application
- Hybrid work
- Background check
- Pass drug screening
- English
- Disability insurance
- Family leave
Population Health Coordinator
MY DR NOW —Chandler, AZ
- $19 - $24 an hour
- Weekends as needed
- Spanish
- English
- In-person
- Health savings account
- Health insurance
Quick Apply
Team Leader
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Profit sharing
- Health savings account
Senior Director, Client Services
Kim Komando MultiMedia —Phoenix, AZ
- $85,000 - $96,000 a year
- Full-time
- Office
- Accounting
- In-person
- Health insurance
- Dental insurance
Quick Apply
7d
Registered Client Associate
Raymond James Financial, Inc. —Scottsdale, AZ
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Veterinary Client Service Representative - Dermatology
Thrive Pet Healthcare —Scottsdale, AZ
- $17 - $19 an hour
- Full-time
- Clinic experience
- Organizational skills
- 1 year
- Continuing education credits
- Paid parental leave
Quick Apply
Graphic Designer / CSR
IMP Gilbert —Gilbert, AZ
- $17 - $20 an hour
- 8 hour shift
- Background check
- Customer service
- US work authorization
Quick Apply

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SERIES 7 REQUIRED - Registered Client Service Associate

Pathlight Advisors
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$65,000 a year

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Customer communication
Research
Series 7
Driver's License
Series 65
Series 63
Time management

Full Job Description

About Pathlight Advisors

Pathlight Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help our clients to develop a clear vision of their life goals. The team at Pathlight Advisors helps support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life.

Pathlight Advisors also has a niche in designing, advising, reviewing and monitoring qualified retirement plans.

Pathlight Advisors Culture

The culture at Pathlight Advisors is focused on excellence and individual growth. We encourage advancing education and acquiring additional designations. We want to create a career path and trajectory for our team members that capitalizes on their strengths. We believe when a team member is valued and encouraged it benefits the entire organization.

Role Summary

The primary responsibility of the Registered Client Services Associate is to provide excellent follow-through and operational support to Financial Advisors in servicing and delivering on the needs of high net worth individual and corporate clients. As a Registered CSA, you will have a direct impact on the client experience and are vital to the success of the organization. This role requires a self-starter who is disciplined and uses time effectively. The ideal candidate will possess a naturally positive attitude with a friendly & optimistic communication style. The chosen candidate will be a member of a dynamic team in a collaborative, client-focused environment utilizing their exceptional organizational, communication and problem-solving skills. This is a role that offers great career path opportunities.

Role Responsibility

Responsible for day-to-day operations and administrative support for one or more Financial Advisors. This includes answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, prepare client meeting material and agenda utilitizing eMoney, as well as initiating and anticipating the needs of others.

Initial point of contact for High Net Worth clients. Ability and knowledge to respond to requests for investment, mutual fund and account information, with the ability to resolve complex account issues.

Responsible for following standardized procedures to meet client needs and may conduct research for complex requests.

Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements.

Coordinating with internal operation departments to ensure client requests are fulfilled.

Managing client deposits.

Develop and maintain proficient knowledge of financial products and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.

Maintaining data integrity across all systems and updating as necessary.

Participate in special projects and perform other duties as assigned.

Role Requirements

· 2+ years of experience as a Registered Client Service Associate

· Series 7 along with Series 63/65 or 66 preferred or to be obtained within 90 days of hire

· Dedicated to excellence in everything you do

· Outstanding communication skills - verbal and written

· Experience with eMoney

· Must be organized, meticulous & detail oriented

· Ability to thrive in a fast-paced environment, as well as the ability to prioritize and multitask

· Impeccable problem solving and time management skills a must

· Ability to exercise good judgement by recognizing urgency and setting priorities

· Must be able to pass background check

· Must possess a valid driver’s license and have reliable transportation

Schedule, Benefits & Compensation

· Monday through Friday 7:30am - 4:00pm and 6:30 am -3:00pm (daylight savings hours)

· 401 (K) and Profit Sharing

· Paid Time Off

· Competitive Salary

· Health and Dental Insurance

Pathlight Advisors is an Equal Opportunity Employer

Job Type: Full-time

Pay: $65,000.00 per year

Benefits:

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

License/Certification:

Series 7 (Required)
Series 63 and 65 or 66 (Required)

Work Location: In person

Quick Apply

Refine Your Search

customer service jobs in tempe, az

SERIES 7 REQUIRED - Registered Client Service Associate

Client Services Associate

German Speaking Customer Service Representative

Digital Marketing Client Success Manager

HVAC Dispatcher

Customer Service Representative / Customer Advocate

LPN Clinical Interviewer - Phoenix, AZ

Client Experience Director

Client Service Advisor for Financial Planning Firm

Client Success Manager

Verification Advocate

Customer Support Specialist

Loan Document Specialist

Customer Service Representative - Brazilian Portuguese

Population Health Coordinator

Team Leader

Senior Director, Client Services

Registered Client Associate

Veterinary Client Service Representative - Dermatology

Graphic Designer / CSR

I want to receive the latest job alert for customer service in tempe, az

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