Top 4292 Associate, working capital Jobs in Phoenix, Az

Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
11d
AT&T Wireless Associate - Bilingual
Forge Management —Phoenix, AZ
- $900 - $1,200 a week
- Full-time
- 18 years or older
- Spanish
- English
Quick Apply
Associate Data Recon Analyst, Performance and Data Recon
LPL Financial Corp —Tempe, AZ
- $23.27 - $38.82 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Health insurance
- Paid time off
Quick Apply
12d
[US DC] Associate Maintenance Manager
HelloFresh —Phoenix, AZ
- Weekends as needed
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health insurance
4d
Luxury Sales Associate
Volvo Cars Arrowhead —Glendale, AZ
- $60,000 - $160,000 a year
- Full-time
- Sales
- Dealership
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Store Associate
CVS Health —Phoenix, AZ
- $15.15 - $22.15 an hour
- Part-time
- No high school diploma
- High school diploma or GED
- 16+ years old
- Dental insurance
- Vision insurance
Night Shift Warehouse Associate
BookDrop —Phoenix, AZ
- From $16 an hour
- Urgently hiring
- Warehouse
- Warehouse experience
- In-person
- Paid time off
- Flexible schedule
Quick Apply
Processing Associate - JARS Cannabis
JARS Cannabis —Phoenix, AZ
- $17 - $19 an hour
- Full-time
- Organizational skills
- Warehouse experience
- Ability to stand for extended periods
Quick Apply
Full Time Associate
Foot Locker —Phoenix, AZ
- $19.40 an hour
- Part-time
- Merchandising
- Cleaning
- Entry level
- Paid parental leave
- Health insurance
Billing Associate (Part-time)
Veritext —Phoenix, AZ
- $20 - $23 an hour
- Part-time
- Remote
- US work authorization
- Communication skills
- Entry level
- Paid holidays
- Disability insurance
Quick Apply
3d
Sales Associate
Dillard's —Phoenix, AZ
- Sales
- Customer service
- Guest services
Vans: Seasonal Sales Associate - Tanger Outlets Phoenix
Vans —Glendale, AZ
- $16.15 - $20.73 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Organizational skills
Quick Apply
Guest Services Associate I
Phoenix Children's Hospital —Phoenix, AZ
- Full-time
- Surgery
- Working with individuals with disabilities
- Children
2d
Sales Support Associate
Dillard's —Phoenix, AZ
- Entry level
Sales Associate
Walmart —Phoenix, AZ
- $16 - $29 an hour
- Part-time
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
Picking Associate
VGM Group, Inc —Phoenix, AZ
- Overtime
- Ability to walk for extended periods
- Ability to stand for extended periods
- Entry level
Checkout Team Associate
Walmart —Phoenix, AZ
- $16 - $29 an hour
- Part-time
- High school
- Entry level
- Paid jury duty
- Disability insurance
Sales Associate
Tillys —Phoenix, AZ
- Overtime
- Entry level
- Retail sales
- Employee discount
Retail Sales Associate Part Time
PetSmart —Phoenix, AZ
- $15.25 - $28.50 an hour
- Part-time
- 18 years or older
- Maintenance
- Ability to lift 50 pounds
- Health insurance
- Tuition reimbursement
Retail Sales Associate-LAKE PLEASANT TOWNE CENTER
Bath & Body Works —Peoria, AZ
- $16.15 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Cleaning
- Store discount
- Health insurance
6d

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associate, working capital jobs near phoenix, az

Client Services Associate

Lofy Group Wealth Management
Phoenix, AZ

Quick Apply

Job Details

Full-time
11 days ago

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

associate, working capital jobs in phoenix, az

Client Services Associate

AT&T Wireless Associate - Bilingual

Associate Data Recon Analyst, Performance and Data Recon

[US DC] Associate Maintenance Manager

Luxury Sales Associate

Store Associate

Night Shift Warehouse Associate

Processing Associate - JARS Cannabis

Full Time Associate

Billing Associate (Part-time)

Sales Associate

Vans: Seasonal Sales Associate - Tanger Outlets Phoenix

Guest Services Associate I

Sales Support Associate

Sales Associate

Picking Associate

Checkout Team Associate

Sales Associate

Retail Sales Associate Part Time

Retail Sales Associate-LAKE PLEASANT TOWNE CENTER

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