Top 1229 Consultant or rem Jobs in Phoenix, Az

Associate Service Consultant (AIts Trading)
LPL Financial Corp —Tempe, AZ
- $21.10 - $35.16 an hour
- Full-time
- Mid-level
- Bachelor's degree
- Continuous improvement
- Health insurance
- Paid time off
Quick Apply
3d
TimeShare Relief Consultant
Timeshare Help Center —Phoenix, AZ
- $75,000 - $350,000 a year
- 8 hour shift
- Background check
- Sales
- Customer service
- Paid training
- Paid time off
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Pega consultant
Sonsoft Inc —Phoenix, AZ
- Full-time
- Analysis skills
- Bachelor's degree
- JavaScript
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Family Connections Consultant - Social Work
Family Service Aides LLC —Phoenix, AZ
- $23 - $24 an hour
- Full-time
- Background check
- Spanish
- CPR Certification
- Mileage reimbursement
- Paid holidays
Quick Apply
IIB, WMB Consultant
Sonsoft Inc —Phoenix, AZ
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
Associate Behavioral Health Consultant
CIRCLE THE CITY —Phoenix, AZ
- $68,800 - $80,000 a year
- Spanish
- English
- Mid-level
Corporate Relocation Consultant
Bristol Global Mobility —Phoenix, AZ
- Full-time
- Remote
- Microsoft Word
- Bachelor of Science
- Mid-level
- Health savings account
- Health insurance
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HRC Consultant
redw —Phoenix, AZ
- $66,120 - $99,180 a year
- Email
- Remote
- Mid-level
- Business development
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
Behavioral Health Consultant
CIRCLE THE CITY —Phoenix, AZ
- $89,468 - $121,044 a year
- Full-time
- Background check
- Addiction Medicine
- Primary Care
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Member Service Consultant
Credit Union West —Phoenix, AZ
- Full-time
- Bilingual
- Writing skills
- Office
- Profit sharing
- Paid holidays
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Behavioral Health Consultant (LPC, LCSW, Psy.D. or Ph.D. required)
Adelante Healthcare —Surprise, AZ
- Full-time
- Background check
- Spanish
- CPR Certification
- Health savings account
- Paid holidays
Quick Apply
5d
Talent Consultant
ADP —Tempe, AZ
- $86,600 - $161,600 a year
- Full-time
- Hybrid work
- 7 years
- Bachelor of Science
- Mid-level
- Wellness program
- Disability insurance
4d
Platinum Travel Consultant- Travel & Concierge Experience Phoenix, AZ
American Express —Phoenix, AZ
- $20.00 - $33.05 an hour
- Weekends as needed
- Hybrid work
- Computer literacy
- Mid-level
- Residential
- Paid training
- Paid parental leave
1d
Claims Consultant - Veterans Disability Appeals
Allsup Employment Services —Phoenix, AZ
- $47,500 - $70,000 a year
- Full-time
- Remote
- Microsoft Word
- Research
- Mid-level
- Health savings account
- Paid holidays
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Loss Control Consultant
Berkshire Hathaway GUARD Insurance Companies —Scottsdale, AZ
- $90,000 - $150,000 a year
- Full-time
- Hybrid work
- Office
- Driver's License
- Bachelor's degree
- Dental insurance
- 401(k)
Benefit Implementation Consultant
Distro —Chandler, AZ
- $60,000 - $70,000 a month
- Full-time
- Mid-level
- Analysis skills
- Quality control
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Entry Level Financial Services Consultant (Remote)
CS Associates —Tempe, AZ
- $25,000 - $100,000 a year
- Part-time
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Professional development assistance
- Opportunities for advancement
Quick Apply
3d
Fine Art Consultant
AFA —Scottsdale, AZ
- $40,000 - $300,000 a year
- Full-time
- Inventory management
- Customer service
- Mid-level
- Flexible schedule
Quick Apply
Strategy Consultant
Insperity Support Services, L.P. —Scottsdale, AZ
- $90,120 - $102,570 a year
- Full-time
- Bachelor's degree
- Conflict management
- Organizational skills
- Health insurance
- Dental insurance
Consultant - All Departments
The Center for Orthopedic and Research E —Phoenix, AZ
- Hybrid work
- Senior level
Quick Apply

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Associate Service Consultant (AIts Trading)

LPL Financial Corp -
Tempe, AZ

Quick Apply

Job Details

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

Benefits

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

Qualifications

Customer communication

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 Alts Trading team is responsible for executing all Alternative Investment trades with operational excellence and continual risk-mitigation as we assist Advisors with entering trades, resolve difficult issues in a timely and well-communicated manner while working to prevent repeat scenarios, and partner across the firm to develop and implement more automated technology within this product space. This person will be willing and able to teach and learn from peers, take direction yet be a self-starter, and must display strong multi-tasking abilities.

This Associate must be passionate about customer service and innovative problem solving as they collaborate with teammates, our advisors and their clients to create a more efficient and transparent Alternative Investment trading experience. With a hunger for learning and applying new skills, this Associate must be a detailed big-picture thinker as they work through complex situations to find long-term solutions, considering risk and compliance as they teach our Advisor how to do AI business at LPL Financial. This Associate should be well spoken, an active listener, and be able to maintain working knowledge of several complex products and operational details at once.

Responsibilities:

Work in a call center environment, handling an average of 30 calls per day from Financial Advisors and their assistants, clients, sponsor companies and third party callers. Participate in coaching sessions to ensure accuracy of information and best practices for the service line.
Make outbound calls to assist Advisors and clients regarding purchase or redemption items
Understand and help educate callers on the various product types offered on the Alternative Investment platform, differences between products, fees, and basic risk associated with each investment type
Educate Advisors and their clients on all processes related to transacting AI purchases and redemptions. Consistently provide up-to-date and accurate information including document requirements, SLAs and deadlines to mitigate the risk of missed trades. Anticipate Advisor and client needs by providing next steps, best practices, and resources for education in the AI space
Maintain a working knowledge of the team’s operating procedures. Complete all operational responsibilities according to established procedures, understanding the risk and downstream impacts for Advisors, clients, and LPL as a firm.
Work through complex situations to understand the root cause of a problem, work with Service Consultants and management to determine the appropriate solution, and implement said solution. Provide any assistance or education required to mitigate reoccurrence of the same error
Escalate complex matters to Service Consultants or management when appropriate, staying apprised of developments and acting as the point-of-contact for the advisor or client until resolution
Perform QC on completed items and provide peer-to-peer feedback as necessary, also accepting peer-to-peer feedback from teammates
Routinely review established operations to assess efficiency and risk mitigation. Present ideas to management and assist in implementing any changes or new procedures accordingly
Attend and contribute to all team huddles and meetings
Maintain daily and weekly reporting
Escalate to Service Consultant or management any technology issues or delays, other mistakes and errors, and any other items that might present operational, financial, or reputational risk to the firm
Assist with testing for our Order Entry platform, AI Database, and any other items as assigned
Contribute to special projects as assigned

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

Bachelor’s degree in a related field or 2+ years equivalent experience
2+ years of Customer Service experience and the ability to demonstrate operational excellence

Core Requirement:

Self-starter with the ability to work well with teammates, internal departments, and external contacts
Attention to detail
Solutions-oriented
Strong multi-tasking and time management skills
Strong written and oral communication skills

Preferences:

Advanced Microsoft Office skills
Advance Excel knowledge
SIE or Series 7

#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

consultant or rem jobs in phoenix, az

Associate Service Consultant (AIts Trading)

TimeShare Relief Consultant

Pega consultant

Family Connections Consultant - Social Work

IIB, WMB Consultant

Associate Behavioral Health Consultant

Corporate Relocation Consultant

HRC Consultant

Behavioral Health Consultant

Member Service Consultant

Behavioral Health Consultant (LPC, LCSW, Psy.D. or Ph.D. required)

Talent Consultant

Platinum Travel Consultant- Travel & Concierge Experience Phoenix, AZ

Claims Consultant - Veterans Disability Appeals

Loss Control Consultant

Benefit Implementation Consultant

Entry Level Financial Services Consultant (Remote)

Fine Art Consultant

Strategy Consultant

Consultant - All Departments

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