Top 1744 Customer Service Representatives Jobs in Phoenix, AZ

Financial Services New Business and Case Management Specialist
Sun Valley Wealth —Scottsdale, AZ
- $60,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
4d
Customer Care Representative
ASSA ABLOY —Phoenix, AZ
- Microsoft Outlook
- ERP systems
- Research
- AD&D insurance
- Paid holidays
Customer Service Representative / Customer Advocate
Carvana —Tempe, AZ
- From $20 an hour
- Weekends as needed
- Background check
- Heavy lifting
- English
- Employee stock purchase plan
- Paid holidays
Quick Apply
Verification Advocate
Carvana —Tempe, AZ
- From $20 an hour
- Weekends as needed
- Background check
- Heavy lifting
- English
- Employee stock purchase plan
- Paid holidays
Quick Apply
CUSTOMER SERVICE REPRESENTATIVE
Authority HVAC —Tempe, AZ
- $50,000 - $60,000 a year
- Full-time
- Mid-level
- Organizational skills
- Typing
Quick Apply
Customer Service Representative
Optum —Phoenix, AZ
- $16 - $29 an hour
- 8 hour shift
- Remote
- 18 years or older
- Computer literacy
- Pass drug screening
- On-the-job training
13d
Customer Service Rep
Distribution International —Phoenix, AZ
- $20 - $40 an hour
- Full-time
- 18 years or older
- Basic math
- Ability to lift 50 pounds
- Wellness program
- Health savings account
Customer Service Representative
Infosys BPM Limited —Tempe, AZ
- Full-time
- Office
- Microsoft Office
- High school diploma or GED
- 401(k)
Quick Apply
Client Services Representative
SafeinHome —Tempe, AZ
- $24.00 - $26.40 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
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Customer Support Representative
Colossal Management LLC —Scottsdale, AZ
- $41,600 a year
- Full-time
- Office
- High school diploma or GED
- In-person
- Paid holidays
- Health insurance
Quick Apply
Customer Experience Coordinator
Cintas —Phoenix, AZ
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Profit sharing
- AD&D insurance
CUSTOMER SERVICE ASSOCIATE
GRADE POTENTIAL, LLC —Phoenix, AZ
- $35,000 - $55,000 a year
- Overtime
- Remote
- 11+ years
- Financial services
- Entry level
- Paid holidays
- Health insurance
6d
Customer Service Rep I
The Hillman Group —Phoenix, AZ
- $20 - $22 an hour
- Weekends as needed
- Communication skills
- Entry level
Quick Apply
Customer Service Representative / Full-time
Oak Harbor Freight Lines —Phoenix, AZ
- $22.51 - $31.17 an hour
- Full-time
- English
- Office
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply
5d
Customer Support Specialist
Serenity Mental Health Centers —Phoenix, AZ
- $23 - $30 an hour
- Full-time
- Background check
- Caregiving
- Pass drug screening
- Paid training
- Paid holidays
Quick Apply
7d
Customer Service Representative I (Remote Phoenix, AZ)
First Citizens Bank —Phoenix, AZ
- Full-time
- Remote
- High school diploma or GED
- Bachelor's degree
- Fingerprint clearance
MVD Customer Service Representative
Arizona Auto License Services —Phoenix, AZ
- $35,000 - $65,000 a year
- Overtime
- Customer service
- Computer literacy
- No experience needed
- Health insurance
- Paid time off
Quick Apply
10d
Customer Service Agent (Remote)
Jerry.ai —Scottsdale, AZ
- $19 - $21 an hour
- 8 hour shift
- Remote
- Mid-level
- 2 years
- Paid parental leave
- Health insurance
Quick Apply
6d
Customer Service Representative 1st shift Monday-Friday $21.50/hr
Stanley Black & Decker —Phoenix, AZ
- $21.50 an hour
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Employee stock purchase plan
10d
Customer Service Representative
Shop Harbour —Phoenix, AZ
- $25 - $27 an hour
- Extended hours
- Residential
- Continuous improvement
- 1 year
12d

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Financial Services New Business and Case Management Specialist

Sun Valley Wealth
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$60,000 - $85,000 a year
4 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Career development plan
Vision insurance
Opportunities for advancement

Qualifications

Teamwork
Attention to detail
Problem-solving
Organizational skills
Financial services
Process management

Full Job Description

About Sun Valley Wealth

At Sun Valley Wealth, financial planning is personal. We combine the capabilities and resources of a sophisticated financial services firm with the responsiveness, accountability, and relationship-driven approach of a family-owned business. Our clients are individuals and families preparing for retirement, preserving wealth, generating income, navigating major financial decisions, and planning for the future with confidence.

Our team helps clients address the financial complexities of retirement through comprehensive planning, wealth management, income strategies, investment management, tax-efficient planning, estate and legacy considerations, and related financial solutions. Every recommendation, transaction, and service request has a direct impact on a client's financial well-being.

The New Business and Case Management Specialist plays a critical role in delivering the client experience at Sun Valley Wealth. Through careful case management, accurate transaction processing, and a commitment to timely follow-through, this position helps ensure clients receive the exceptional service, responsiveness, and attention to detail that define our firm.

Position Overview

Sun Valley Wealth is seeking a highly organized, resourceful, and dependable New Business and Case Management Specialist to serve as a key member of the firm's operations team. This position plays a critical role in supporting the client experience by overseeing new business processing, service requests, transaction follow-through, case management, compensation auditing, quotes, illustrations, and related operational activities.

This is not an entry-level position. The ideal candidate has experience navigating complex financial services transactions, managing multiple priorities simultaneously, and taking ownership of cases from submission through completion with limited supervision. Success in this role requires strong organizational skills, exceptional attention to detail, sound judgment, and a commitment to delivering accurate, timely, and professional service.

While experience in financial services is strongly preferred, candidates from other regulated industries with demonstrated success managing detailed, process-driven transactions will also be considered. Individuals with backgrounds in wealth management operations, investment account administration, insurance and annuity processing, brokerage operations, banking, mortgage lending, title, escrow, suitability review, or related fields are particularly well suited for this position.

What The Position Entails

This position serves as the operational backbone of the client experience. The successful candidate will manage new business, service requests, and ongoing case activity from submission through completion while ensuring quality, responsiveness, and follow-through at every stage of the process.

Process and review new business applications, account paperwork, insurance and annuity applications, advisory documentation, and service requests.
Manage cases from submission through completion, tracking requirements, signatures, disclosures, and outstanding items.
Coordinate with clients, advisors, carriers, custodians, broker-dealer partners, and vendors to move business forward.
Run quotes, proposals, illustrations, and other planning support materials under advisor direction.
Monitor pending business, audit compensation reports, resolve outstanding issues, and ensure transactions are completed accurately and on time.

What We Are Looking For

The right candidate is highly organized, conscientious, and committed to excellence. This individual takes ownership, communicates proactively, and understands that accuracy, responsiveness, and consistency directly impact the client experience.

Exceptionally thorough and committed to producing accurate work.
Comfortable managing multiple priorities, deadlines, and follow-ups simultaneously.
Able to work independently and confidently manage responsibilities with limited supervision.
Professional, solutions-oriented, and calm under pressure.
Dedicated to delivering a high level of service to both clients and team members.

Who Will Excel In This Role?

This role is best suited for someone who enjoys taking ownership, solving problems, and bringing order to complex processes. The ideal candidate takes pride in being dependable and accountable from start to finish.

You identify issues, inconsistencies, and missing information before others do.
You naturally take responsibility for outcomes rather than tasks.
You enjoy organizing, tracking, and managing complex transactions.
You are comfortable driving issues to resolution, even when coordination with multiple parties is required.
You take satisfaction in seeing a case successfully through completion.

Experience and Qualifications

The ideal candidate has experience working in a regulated environment where accuracy, documentation, compliance, and follow-through are essential to successful outcomes.

3+ years of experience in financial services operations, insurance, annuity, mortgage, lending, title, escrow, brokerage, or similar regulated industries.
Experience managing transactions, cases, or files from initiation through completion.
Experience reviewing applications, forms, disclosures, and supporting documentation for completeness and accuracy.
Experience coordinating with clients, advisors, carriers, custodians, vendors, or other third parties.
Experience navigating financial services platforms, carrier portals, CRM systems, and related business-processing technology.

Compensation

Compensation is competitive and will be determined based on relevant experience, industry knowledge, demonstrated processing expertise, and the ability to independently manage complex financial services transactions.

Benefits and Opportunities

We believe exceptional client service begins with exceptional team members. Sun Valley Wealth offers a professional and stable work environment where employees are valued, supported, and given opportunities to grow alongside the firm.

Paid time off and paid holidays.
Health, dental, and vision insurance benefits.
A collaborative, professional, and relationship-driven culture.
Opportunities for advancement, professional development, and increased responsibility as the firm continues to grow.

Why Join Sun Valley Wealth?

This is a meaningful operations role where your work directly supports clients and advisors. You will be part of a firm that values relationships, care, follow-through, and doing the right thing. If you are dependable, professional, and take pride in producing high-quality work, Sun Valley Wealth would welcome the opportunity to meet you.

Best Fit Backgrounds

Financial services operations, wealth management operations, investment account administration, life insurance or annuity processing, suitability review, brokerage operations, account transfer processing, mortgage or loan processing, or other regulated financial services environments. Applicants without financial services, insurance, banking, brokerage, or wealth management experience may not be considered.

How to Apply?
To be considered, please submit:

Your resume.
A brief cover letter describing your relevant experience and why you believe you would be a strong fit for this role.
Your desired compensation range.

In your cover letter, please answer the following question:
What experience do you have managing financial services, insurance, mortgage, banking, brokerage, or other regulated transactions from beginning to end?

Applications submitted without a resume and cover letter may not be considered.

Pay: $60,000.00 - $85,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Financial services: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

Customer Service Representatives jobs in Phoenix, AZ

Financial Services New Business and Case Management Specialist

Customer Care Representative

Customer Service Representative / Customer Advocate

Verification Advocate

CUSTOMER SERVICE REPRESENTATIVE

Customer Service Representative

Customer Service Rep

Customer Service Representative

Client Services Representative

Customer Support Representative

Customer Experience Coordinator

CUSTOMER SERVICE ASSOCIATE

Customer Service Rep I

Customer Service Representative / Full-time

Customer Support Specialist

Customer Service Representative I (Remote Phoenix, AZ)

MVD Customer Service Representative

Customer Service Agent (Remote)

Customer Service Representative 1st shift Monday-Friday $21.50/hr

Customer Service Representative

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