Top 121 Client service rep Jobs in Phoenix, Az

Banking Service Associate Professional
LPL Financial —Tempe, AZ
- $21.10 - $35.16 an hour
- Full-time
- PMP
- Mid-level
- Finance
- Health insurance
- Paid time off
Quick Apply
4d
Order Service Rep
Arizona Appliance and Home —Phoenix, AZ
- $21 - $27 an hour
- Full-time
- Microsoft Outlook
- Word processing
- Office
Quick Apply
4d
Customer Service Rep / Call Center / Client Support
ADP —Tempe, AZ
- $21.50 an hour
- Overtime
- Hybrid work
- Spanish
- Military
- Writing skills
- Paid time off
- Benefits from day one
Customer Service Rep
Berkley —Scottsdale, AZ
- $48,000 - $52,000 a year
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- 2 years
- Profit sharing
- Paid parental leave
Customer Service Rep
QDI Stone —Phoenix, AZ
- $20 - $25 an hour
- Full-time
- Background check
- Microsoft Outlook
- Pass drug screening
- 401(k)
- Paid time off
Quick Apply
Insurance Authorization Rep
Blue Cloud Pediatric Surgery Centers —Phoenix, AZ
- $18 - $20 an hour
- Overtime
- Remote
- Bachelor of Science
- Medical office experience
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
Resident Operational Engineer - Phoenix
Eletric80 —Phoenix, AZ
- $75,000 - $90,000 a year
- Full-time
- Engineering
- Mid-level
- 3 years
- Disability insurance
- Health insurance
11d
Outside Sales Rep.- Document Solutions
ARC Document Solutions —Phoenix, AZ
- Full-time
- Marketing
- Mid-level
- Business development
- Employee stock purchase plan
- Health insurance
Quick Apply
Senior Sales Closer - FREE HEALTHCARE BENEFIT
Better Ways Accounting & Tax —Phoenix, AZ
- $36,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Paid time off
Quick Apply
Sales Rep - Staffing
Capital Staffing, Inc. —Phoenix, AZ
- $80,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
11d
Inquiry Customer Service Rep. for Caregiving Agency
AFC —Phoenix, AZ
- Part-time
- In person
- Bilingual
- Background check
- Spanish
Quick Apply
Roofing Sales Representative
Arizona Roofing Authority —Phoenix, AZ
- $60,000 - $250,000 a year
- Full-time
- Fair chance
- Reliable transportation
- Outdoor work
- Flexible schedule
- Referral program
Quick Apply
1d
Bilingual Inquiry Customer Service Rep
American Focus Care —Phoenix, AZ
- $19 - $20 an hour
- Full-time
- In person
- Background check
- Spanish
- Childcare
- Health insurance
- Dental insurance
Quick Apply
Outside Sales Rep.- Document Solutions
ARC Document Solutions —Phoenix, AZ
- $100,000 - $150,000 a year
- Full-time
- Marketing
- Mid-level
- Business development
- Employee stock purchase plan
- Health insurance
3d
Service Sales Rep - Commercial Roofing
Leoforce —Phoenix, AZ
- $60,000 - $85,000 a year
- Customer service
- 5 years
- Maintenance
- Travel reimbursement
Quick Apply
9d
Maintenance Sales-HVAC
Leoforce —Phoenix, AZ
- $120,000 - $200,000 a year
- Marketing
- Mid-level
- 3 years
- Fuel card
Quick Apply
On-Site Call Center Sales Rep (June Start Date)
1-800Accountant —Scottsdale, AZ
- From $20 an hour
- Full-time
- Mid-level
- US work authorization
- In-person
- Health savings account
- Disability insurance
Quick Apply
Call Center Sales Rep
MDS Communications —Mesa, AZ
- $16.15 - $17.65 an hour
- 8 hour shift
- Computer literacy
- Children
- Computer skills
- Health insurance
- Paid time off
4d
Customer Service Rep
QDI Surfaces —Phoenix, AZ
- Full-time
- Background check
- Microsoft Outlook
- Pass drug screening
- 401(k)
- Paid time off
Quick Apply
Rep, CS Banking Ops
Northern Trust Corp. —Tempe, AZ
- $41,040 - $61,560 a year
- Full-time
- Computer literacy
- Research
- US work authorization
- Health insurance
- Dental insurance
10d

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Banking Service Associate Professional

LPL Financial -
Tempe, AZ

Quick Apply

Job Details

Full-time
$21.10 - $35.16 an hour
4 days ago

Benefits

Stock options
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Bachelor's degree

Full Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Banking Service Associate Professional supports our Financial Professionals, their assistants and internal business partners in delivering best in class service to support our advisors and their clients. This individual is part of a specialized service team supporting a high volume of calls per day. This newly created Banking Service team will support LPL’s Cash Management account / product; servicing inbound calls from Financial Professionals, their assistants, and internal associates. In addition to inbound phone support, you will also make outbound calls to other departments, our partner bank, UMB Bank, n.a. as necessary. Associates must also understand and be able to explain the operational requirements and firm policies that govern the banking products we support and ensure compliance with guidelines, banking regulations, LPL Financial policies, and other regulatory requirements. The ideal candidate would have experience within a service center environment or the wealth management/banking industry and have a strong passion for excellence and providing service that delights our advisors.

Responsibilities:

Exceptional customer Service: Responsible for all functions of a Banking and Lending Associate Service Rep including providing exceptional customer service via incoming calls, outbound phone calls, and responses to emails as it relates to banking and lending. Provide exceptional customer service to Financial Professionals and their assistants, measurable by various key performance indicators: Strive for first call resolution and accurately process requests with desired service levels. Works with operational partners for various tasks to ensure accountability and ownership is demonstrated back to the Financial Professional. Viewed as the single point of contact for all things banking. Guide Financial Professionals and their assistants through processes and system platforms as they relate to the cash management account and our banking products.
Subject Matter Expertise: Acquire and maintain detailed knowledge of LPL systems, processes, and internal business partners as it relates to LPL’s banking and lending platforms. Assist with creation, maintenance, and sharing of internal resources to consistently distribute learnings across the team. Ability to articulate the differences between the banking products to advisors and internal business partners with confidence.
Risk management: Ensure compliance with LPL firm policies, regulatory and banking requirements and adapt to changes. Regularly exercise discretion and business judgment
Continuous improvement and collaboration: Embrace financial professional and end-client feedback and seek to identify ways to improve the overall experience for banking and LPL Financial. Partner internally with leadership along with UMB Bank, n.a. to drive desired outcomes for product growth; ultimately having a material (positive) impact to the service model and your team. Participate in various forums (roundtables, team chats, team meetings) to keep apprised of and suggests new processes and opportunities for LPL; provides feedback and program improvements to drive the business forward.
Culture carrier and promoter of employee engagement: Contribute to a team environment by demonstrating the ability to interact, support and engage with coworkers to achieve team and department goals. Uphold LPL’s value and mission statements.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

1 to 2 years of Customer Service experience, preferably in financial services (wealth management or banking)
Bachelor’s degree in finance, business, accounting or economics
Ability to quickly learn and maintain knowledge in a very dynamic environment
Ability to multi-task, strong attention to detail, excellent problem-solving and follow-up skills.
SIE or ability to acquire within 90 days

Core Competencies:

Must be flexible to work varying schedules and hours as needed.
Highly refined communication skills, both written and oral, and develop into a subject matter expert on the team
Commit to owning the customer experience by driving satisfaction to high levels and adhering to our corporate values
Effectiveness in this role requires strong leadership abilities as well as a solid working knowledge of LPL policies and procedures
Regulatory licenses (e.g. s99, s7, s66) or designations a plus (e.g. ACAM, CFP, PMP)
Strong attention to details, work ethic and listening skills
Leads by example and ensures a high-quality client experience

#LPL-H1

Pay Range:

$21.10-$35.16/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

Quick Apply

Refine Your Search

client service rep jobs in phoenix, az

Banking Service Associate Professional

Order Service Rep

Customer Service Rep / Call Center / Client Support

Customer Service Rep

Customer Service Rep

Insurance Authorization Rep

Resident Operational Engineer - Phoenix

Outside Sales Rep.- Document Solutions

Senior Sales Closer - FREE HEALTHCARE BENEFIT

Sales Rep - Staffing

Inquiry Customer Service Rep. for Caregiving Agency

Roofing Sales Representative

Bilingual Inquiry Customer Service Rep

Outside Sales Rep.- Document Solutions

Service Sales Rep - Commercial Roofing

Maintenance Sales-HVAC

On-Site Call Center Sales Rep (June Start Date)

Call Center Sales Rep

Customer Service Rep

Rep, CS Banking Ops

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