Top 604 Dynamics 365 Jobs in Tempe Az

Registered Client Associate
Raymond James Financial, Inc. —Scottsdale, AZ
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
IT Coordinator
Forever Living Products International, LLC. —Scottsdale, AZ
- $27 - $31 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Sr. IT Systems Administrator (manufacturing)
Confidential —Tempe, AZ
- $90,000 - $100,000 a year
- Full-time
- Computer science
- Microsoft Excel
- Microsoft Access
- Health insurance
- 401(k)
Quick Apply
Industrial Engineer
The Antigua Group Inc —Peoria, AZ
- $27.50 - $30.50 an hour
- Full-time
- Background check
- Bachelor of Science
- Pass drug screening
Quick Apply
Accountant
P. J. Hussey Construction —Phoenix, AZ
- $62,497.66 - $75,266.01 a year
- Full-time
- Background check
- Office
- Finance
- Paid holidays
- 401(k)
Quick Apply
Part Time Office 365 & Intune Administrator
HCA Asset Management —Phoenix, AZ
- $25 - $30 an hour
- Part-time
- Remote
- Mid-level
- Windows
- SharePoint
Quick Apply
Microsoft 365 Exchange Administrator
Honeywell Aerospace —Phoenix, AZ
- Full-time
- Senior level
Microsoft 365 Administrator
PrePass —Phoenix, AZ
- Full-time
- Hybrid work
- Mid-level
- Windows
- US work authorization
- Paid parental leave
- Paid holidays
Quick Apply
Level 3 Support Technician
365 Managed IT —Tempe, AZ
- Full-time
- Mid-level
- Health insurance
- Flexible schedule
Azure /Microsoft 365 Engineer
Carollo Engineers Inc. —Phoenix, AZ
- Full-time
- High school diploma or GED
- Analysis skills
- Organizational skills
- Paid holidays
- Disability insurance
14d
IT Director- Microsoft 365 Collaboration & Productivity
Honeywell Aerospace —Phoenix, AZ
- Full-time
- Senior level
IT Support Tech I
APPLIED TECHNICAL SERVICES LLC —Tempe, AZ
- Full-time
- Mid-level
- Office
- Organizational skills
Quick Apply
Senior Community Giving Specialist
Dutch Bros Coffee —Tempe, AZ
- Full-time
- Marketing
- Bachelor of Science
- Office
14d
Technology Support Analyst
Dutch Bros Coffee —Tempe, AZ
- Full-time
- Hybrid work
- Google Workspace
- Microsoft Outlook
- Computer literacy
4d
Experienced Microsoft 365 / Office 365 Engineer
Crossroads Technologies, Inc. —Phoenix, AZ
- On call
- Research
- Travel
- Senior level
- Paid training
- Disability insurance
Quick Apply
Senior Service Desk Technician
SALT Dental Partners —Phoenix, AZ
- Microsoft Outlook
- Computer Science
- 5 years
- AD&D insurance
- Health insurance
Quick Apply
3d
Theater Technical Assistant
Arizona State University —Tempe, AZ
- $20 an hour
- 8 hour shift
- Background check
- High school diploma or GED
- Driver's License
- Relocation assistance
Business Analyst
Regenesis Biomedical Inc —Scottsdale, AZ
- Full-time
- Azure
- Entry level
- Commercial
Quick Apply
Identity and Directory Services Administrator
Hospice of the Valley —Phoenix, AZ
- Full-time
- Computer science
- Computer Science
- HIPAA
- Paid time off
- Flexible schedule
14d
IT Support Technician
First International Bank & Trust —Gilbert, AZ
- $30 - $40 an hour
- Full-time
- Computer Science
- Windows
- Computer networking
- Paid parental leave
- Paid holidays
1d

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dynamics 365 jobs near tempe az

Registered Client Associate

Raymond James Financial, Inc. -
Scottsdale, AZ

Apply Now

Job Details

Full-time

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Research

Full Job Description

Job Description Summary

Our team is driven by a personal approach to wealth management for each client. As our team grows, we are seeking a Registered Client Associate who shares our long-term vision and values.

The ideal candidate is strong in administration, detail-oriented, and is proficient in following standard operating procedures. Experience in financial plan data entry and prep is a plus!

You deserve to work with the best, and you can expect it at Key Wealth. Read on and apply below.

Job Description

Essential Duties and Responsibilities

Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.

Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
Open new client accounts, process money movement, and research information as needed

Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Collects and enters data into financial plans

Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

Company’s working structure, policies, mission, and strategies.

General office practices, procedures, and methods.
Financial planning software

Skill in

Client Relationship Management (CRM) software, or similar contact management software.

Microsoft Office 365 applications

Effective communication across multiple client platforms (in-person, virtual, phone and mail)

Ability to

Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Analyze and research account information.

Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Identify time sensitive items and assess competing priorities.

Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.

Provide a high level of customer service in a calm, professional manner.

Use mathematics sufficient to process account and transaction information.

Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.

Work both independently and as part of a cohesive team.

Provide a high level of customer service.

Licenses/ Certifications: SIE, Series 7, 63, or equivalent

Experience: 3+ years of industry experience

Workstyle: Onsite

Travel: None required

Benefits: Medical, Retirement + Match, Life Insurance, PTO + Market Holidays

Key Wealth Management and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Work Experience

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-LS1

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Refine Your Search

dynamics 365 jobs in tempe az

Registered Client Associate

IT Coordinator

Sr. IT Systems Administrator (manufacturing)

Industrial Engineer

Accountant

Part Time Office 365 & Intune Administrator

Microsoft 365 Exchange Administrator

Microsoft 365 Administrator

Level 3 Support Technician

Azure /Microsoft 365 Engineer

IT Director- Microsoft 365 Collaboration & Productivity

IT Support Tech I

Senior Community Giving Specialist

Technology Support Analyst

Experienced Microsoft 365 / Office 365 Engineer

Senior Service Desk Technician

Theater Technical Assistant

Business Analyst

Identity and Directory Services Administrator

IT Support Technician

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