Top 322 Senior account representative Jobs in Mesa, Az

Senior Registerd Client Service Associate
Key Consulting —Scottsdale, AZ
- $80,009 - $90,000 a year
- Full-time
- Office
- 8 years
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
14d
Business Development Representative
Muscular Moving Men —Phoenix, AZ
- $45,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Driver's License
- Health savings account
- Health insurance
Quick Apply
Business Development Manager
Welocalize —Scottsdale, AZ
- $55,380.33 - $66,694.59 a year
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Executive Admissions Representative
Unitek Learning —Tempe, AZ
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Dental insurance
Quick Apply
3d
Senior Carrier Account Representative
Arrive Logistics —Phoenix, AZ
- Full-time
- Customer service
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
Relationship Manager
Sunwest Bank —Scottsdale, AZ
- $150,000 - $190,000 a year
- Microsoft Excel
- Heavy lifting
- Computer literacy
Quick Apply
Payroll Support Rep
ADP —Tempe, AZ
- Extended hours
- Computer literacy
- Research
- Mid-level
- 401(k)
Manager, Accounts Payable
DSV —Mesa, AZ
- $93,500 - $141,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Sr Account Representative - Enterprise Accounts
Ingram Micro —Scottsdale, AZ
- $58,800 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- 5 years
- Disability insurance
- Health insurance
State Farm Senior Agency Representative
Nadia Ahluwalia - State Farm Agent —Mesa, AZ
- $60,000 - $80,000 a year
- Full-time
- Office
- In-person
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Account Representative - State Farm Agent Team Member
Brock Quinn - State Farm Agent —Scottsdale, AZ
- $60,000 - $85,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Profit sharing
- Health insurance
Quick Apply
Senior Client Services Associate
Broadridge —Phoenix, AZ
- $75,000 - $90,000 a year
- Email
- Hybrid work
- Research
- Mid-level
- Office
- Paid sick time
Senior Manager Finance - REMOTE
Ryder System —Phoenix, AZ
- $130,000 - $140,000 a year
- Remote
- Finance
- Bachelor's degree
- Travel
- Disability insurance
- Health insurance
7d
Associate Sales Representative - Medical Device Sales - 16
Rep-Lite —Phoenix, AZ
- $90,000 a year
- Full-time
- Up to 50% travel
- Driver's License
- Bachelor's degree
- Paid training
- Mileage reimbursement
Quick Apply
9d
Senior Account Executive | Aesthetic Equipment Finance
Altius Search Group —Phoenix, AZ
- $70,000 - $120,000 a year
- Full-time
- Remote
- 5 years
- Senior level
- Communication skills
Quick Apply
State Farm Senior Agency Representative
Nadia Ahluwalia - State Farm Agency —Mesa, AZ
- $60,000 - $80,000 a year
- Full-time
- Office
- In-person
- Senior level
Quick Apply
Customer Service Administrator
Salt River Pima-Maricopa Indian Community —Scottsdale, AZ
- $79,257 - $108,982 a year
- Full-time
- Microsoft Word
- Management
- Mid-level
- Wellness program
- Health savings account
14d
Business Development Rep
Cardiac Imaging, Inc. —Chandler, AZ
- $115,000 - $120,000 a year
- Full-time
- US work authorization
- Contracts
- Senior level
- Health savings account
- AD&D insurance
Quick Apply
3d
Senior Account Executive / Senior Sales Representative
Atmosphere Commercial Interiors LLC —Phoenix, AZ
- $100,000 - $125,000 a year
- Full-time
- Research
- Residential
- 3 years
Quick Apply
8d
Senior Employee Benefits Account Executive
Brown & Brown —Phoenix, AZ
- Full-time
- Office
- Analysis skills
- Bachelor's degree
- Employee stock purchase plan
- Paid holidays

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Senior Registerd Client Service Associate

Key Consulting
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$80,009 - $90,000 a year
14 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Managing customer accounts
Investment advisory support
Customer relationship building
Trading
Financial transaction processing
In-person customer service
Managing clients in a customer support role
Series 7
Managing financial planning clients
Investment account customer support
FINRA License
Productivity software
Account management
Experience at securities companies

Full Job Description

Senior Registered Client Service Representative

Position Summary

We are seeking an experienced Senior Registered Client Service Representative to join a growing wealth management team. The ideal candidate will have a minimum of eight years of experience in a wealth management, advisory, or brokerage environment, maintain active FINRA registrations, and possess advanced knowledge of investment operations and client service.

As a Senior Registered Client Service Representative, you will serve as the primary client service partner for senior Financial Advisors and high-net-worth client relationships. This role is responsible for managing complex account servicing, executing securities trades, ensuring regulatory compliance, and delivering an exceptional client experience while serving as a trusted resource to advisors and fellow team members.

The Senior Registered Client Service Representative is expected to operate independently, exercise sound judgment, mentor junior team members, and contribute to the ongoing improvement of department processes and service standards.

This is a full-time, on-site position based in the Phoenix metropolitan area.

Key Responsibilities

Serve as the primary client service contact for one or more Financial Advisors and their client relationships.
Execute securities trades in accordance with firm policies and regulatory requirements.
Independently manage a high-volume, high-complexity book of business consisting of approximately 400–800 client households.
Assist with testing, implementation, and rollout of new technology, workflows, and operational procedures.
Mentor and provide guidance to Client Service Representatives and Registered Client Service Representatives on complex servicing scenarios and best practices.
Serve as a subject matter expert for investment operations, firm procedures, and client service standards.
Prepare and process account service paperwork and applications.
Run reports and prepare documentation for client portfolio review meetings.
Maintain accurate electronic and physical client files.
Document all client interactions and service activities within the firm’s CRM system.
Follow established standard operating procedures while maintaining compliance with all regulatory requirements.
Coordinate with internal departments to facilitate account servicing, including obtaining statements, tax documents, ownership and beneficiary changes, and other account-related documentation.
Support general office operations as needed, including client reception, phone coverage, mailings, filing, supply management, and other administrative responsibilities.

Qualifications

Required

Minimum of 8 years of experience in a wealth management, advisory, or brokerage firm.
Active FINRA Series 7 license.
Active Series 63 or Series 66 license.
Extensive knowledge of brokerage operations, advisory accounts, retirement accounts, and investment products.
Advanced experience processing securities trades, account servicing, and money movement transactions.
Exceptional attention to detail with the ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Demonstrated ability to independently manage complex client relationships while supporting Financial Advisors.
Excellent verbal and written communication skills.
Strong proficiency with Microsoft Office Suite.

Preferred

Experience with CRM platforms such as Redtail or similar systems.
Experience with portfolio reporting and custodial platforms such as Albridge, Pershing, or comparable technology.
Notary Public certification.
Working knowledge of insurance products, annuities, retirement plans, managed accounts, and pension plans.
Experience supporting high-net-worth clients within an independent RIA or hybrid advisory firm.
Previous experience mentoring or training client service professionals.

Compensation & Benefits

Full-time salaried position; compensation commensurate with experience, licensing, and qualifications.
Performance-based bonus opportunities.
Paid Time Off, including an additional paid day off for your birthday, with increased PTO based on tenure.
Paid company holidays.
Seasonal summer hours.
401(k) with employer matching after eligibility requirements are met.
Employee recognition and incentive programs.
Tuition reimbursement program for eligible employees.

Qualified candidates are encouraged to submit a resume, cover letter, and compensation requirements for confidential consideration.

Pay: $80,009.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

senior account representative jobs in mesa, az

Senior Registerd Client Service Associate

Business Development Representative

Business Development Manager

Executive Admissions Representative

Senior Carrier Account Representative

Relationship Manager

Payroll Support Rep

Manager, Accounts Payable

Sr Account Representative - Enterprise Accounts

State Farm Senior Agency Representative

Account Representative - State Farm Agent Team Member

Senior Client Services Associate

Senior Manager Finance - REMOTE

Associate Sales Representative - Medical Device Sales - 16

Senior Account Executive | Aesthetic Equipment Finance

State Farm Senior Agency Representative

Customer Service Administrator

Business Development Rep

Senior Account Executive / Senior Sales Representative

Senior Employee Benefits Account Executive

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