Top 8979 Service associate Jobs in Alhambra Az

Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Hobby Retail Associate — Tabletop & Games Workshop
Lightspeed Hobby USA —Phoenix, AZ
- $18 - $22 an hour
- Full-time
- Inventory management
- Merchandising
- POS
- Employee discount
Quick Apply
Service Advisor
Big O Tires —Peoria, AZ
- $55,000 - $80,000 a year
- Full-time
- Dealership
- Customer service
- Mid-level
- Health savings account
- Relocation assistance
Quick Apply
Research Associate
Keyser Commercial Real Estate Advocates —Scottsdale, AZ
- From $40,000 a year
- Full-time
- Microsoft Excel
- Salesforce
- Research
- Health savings account
- Health insurance
Quick Apply
Associate- Junior Technical Analyst
OmniVista Solutions, Inc. —Chandler, AZ
- $60,000 - $65,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Office
- Java
Quick Apply
7d
Production Associate
STIIIZY —Phoenix, AZ
- Nights as needed
- No experience needed
- High school diploma or GED
- 21 years or older
- Paid training
- Paid holidays
Quick Apply
Associate Stocker
TRACE Inc. —Glendale, AZ
- $21.81 an hour
- Part-time
- Driver's License
- Military encouraged
- Warehouse
- Dental insurance
- Vision insurance
Quick Apply
Sales Associate- Arrowhead Mall, Glendale, AZ
See's Candies —Glendale, AZ
- $19.50 an hour
- Part-time
- Merchandising
- Cleaning
- Fair chance
Front End Entry Level
Albertsons —Glendale, AZ
- Part-time
- Cash register
- Fair chance
- Entry level
- Health insurance
- Dental insurance
Quick Apply
11d
Sales Associate II
Coach —Glendale, AZ
- $15.00 - $19.50 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Service Specialist II
Edward Jones —Tempe, AZ
- $43,200 - $66,800 a year
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
4d
Customer Service Specialist (Job #33221)
InnoSource —Phoenix, AZ
- $19 an hour
- Full-time
- Hybrid work
- Background check
- Office
- Associate's degree
- Paid training
- Health insurance
Quick Apply
Behavioral Health Technician Hiring Event
Terros Health —Phoenix, AZ
- $17.87 - $19.98 an hour
- Part-time
- In person
- Microsoft Word
- Background check
- Microsoft Excel
- Wellness program
- Health savings account
Quick Apply
Store Lead Associate
HABITAT FOR HUMANITY CENTRAL ARIZONA —Phoenix, AZ
- $17 - $19 an hour
- Full-time
- Background check
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
3d
Associate Data Recon Analyst, Performance and Data Recon
LPL Financial Corp —Tempe, AZ
- $23.27 - $38.82 an hour
- Full-time
- Finance
- SQL
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
8d
Client Services Representative
SafeinHome —Tempe, AZ
- $24.00 - $26.40 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Customer Service Representative
LHH US —Tempe, AZ
- $20 - $21 an hour
- Mid-level
- Military encouraged
- Fair chance
- Commuter assistance
- Paid holidays
Quick Apply
6d
Customer Account Partner (Job #33310)
InnoSource —Tempe, AZ
- $23 an hour
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Behavioral Health Clinician (Bachelors)
Community Bridges, INC —Phoenix, AZ
- Full-time
- Addiction Medicine
- Inpatient
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Navigator II
Community Bridges, INC —Phoenix, AZ
- Full-time
- Mid-level
- Residential
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply

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service associate jobs near alhambra az

Client Services Associate

Lofy Group Wealth Management
Phoenix, AZ

Quick Apply

Job Details

Full-time

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

service associate jobs in alhambra az

Client Services Associate

Hobby Retail Associate — Tabletop & Games Workshop

Service Advisor

Research Associate

Associate- Junior Technical Analyst

Production Associate

Associate Stocker

Sales Associate- Arrowhead Mall, Glendale, AZ

Front End Entry Level

Sales Associate II

Service Specialist II

Customer Service Specialist (Job #33221)

Behavioral Health Technician Hiring Event

Store Lead Associate

Associate Data Recon Analyst, Performance and Data Recon

Client Services Representative

Customer Service Representative

Customer Account Partner (Job #33310)

Behavioral Health Clinician (Bachelors)

Navigator II

I want to receive the latest job alert for service associate in alhambra az

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