Top 101 Registration representative Jobs in Phoenix, 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
Patient Concierge Coordinator III
Advanced Spine and Pain, LLC —Sun City, AZ
- From $21 an hour
- Full-time
- Surgery
- HIPAA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
22h
Representative - Patient Registration Part-Time
Atlas Healthcare Partners —Phoenix, AZ
- $19.23 - $28.85 an hour
- Part-time
- Word processing
- High school diploma or GED
- Financial services
Quick Apply
1d
Per Diem Patient Access Representative
Optum —Phoenix, AZ
- $18 - $32 an hour
- 8 hour shift
- 18 years or older
- Hospital
- Basic math
- Paid training
Patient Service Representative - Remote
Arizona Center for Cancer Care —Phoenix, AZ
- Full-time
- Remote
- Word processing
- HIPAA
- High school diploma or GED
3d
Patient Service Representative
Solis Mammography —Phoenix, AZ
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Representative - Admissions Services
HonorHealth —Phoenix, AZ
- Full-time
- Hospital
- HIPAA
- High school diploma or GED
Acute Patient Access Services Representative
Banner Health —Phoenix, AZ
- $19.06 - $28.60 an hour
- Full-time
- Acute care
- Word processing
- Inpatient
13h
Acute Patient Access Services Representative OB
Banner Health —Phoenix, AZ
- Full-time
- Acute care
- Word processing
- Inpatient
4d
Patient Service Representative
Arizona Center for Cancer Care —Phoenix, AZ
- Full-time
- Word processing
- HIPAA
- High school diploma or GED
Front Office Patient Financial Service Representative Neurosurgery
Banner Health —Phoenix, AZ
- Full-time
- Vital signs
- Word processing
- High school diploma or GED
1d
Patient Access Representative
City of Hope —Goodyear, AZ
- $18.42 - $28.44 an hour
- Full-time
- Communication skills
- Entry level
3d
Float Patient Service Representative
Solis Mammography —Phoenix, AZ
- Full-time
- Basic math
- High school diploma or GED
- Ability to sit for extended periods
- Paid holidays
- Health insurance
14d
Acute Patient Access Services Representative ER
Banner Health —Phoenix, AZ
- Full-time
- Acute care
- Word processing
- High school diploma or GED
4d
Administrative Assistant
U.S. District Court - District of Arizona —Phoenix, AZ
- $56,876 - $92,435 a year
- Online Application
- Microsoft Outlook
- Pass drug screening
- Mid-level
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
PAS Representative
Banner Health —Phoenix, AZ
- Full-time
- Hospital
- Word processing
- High school diploma or GED
- Relocation assistance
- Tuition reimbursement
4d
Patient Access Representative (Chandler Regional Medical Center)
Optum —Chandler, AZ
- $16 - $29 an hour
- Full-time
- 18 years or older
- Hospital
- Basic math
- Paid training
- AD&D insurance
Patient Financial Services Representative Endocrinology
Banner Health —Peoria, AZ
- Full-time
- Vital signs
- Word processing
- High school diploma or GED
- Opportunities for advancement
1d
Patient Financial Services Representative Peds Urology
Banner Health —Glendale, AZ
- Full-time
- Vital signs
- Word processing
- High school diploma or GED
- Opportunities for advancement
1d

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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

registration representative jobs in phoenix, az

Senior Registerd Client Service Associate

Patient Concierge Coordinator III

Representative - Patient Registration Part-Time

Per Diem Patient Access Representative

Patient Service Representative - Remote

Patient Service Representative

Representative - Admissions Services

Acute Patient Access Services Representative

Acute Patient Access Services Representative OB

Patient Service Representative

Front Office Patient Financial Service Representative Neurosurgery

Patient Access Representative

Float Patient Service Representative

Acute Patient Access Services Representative ER

Administrative Assistant

Insurance Authorization Rep

PAS Representative

Patient Access Representative (Chandler Regional Medical Center)

Patient Financial Services Representative Endocrinology

Patient Financial Services Representative Peds Urology

I want to receive the latest job alert for registration representative in phoenix, az

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