Top 1312 Client advisor 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
Service Specialist II
Edward Jones —Tempe, AZ
- $43,200 - $66,800 a year
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
Team Leader
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Profit sharing
- Health savings account
8h
Client Advisor
CH Carolina Herrera —Scottsdale, AZ
- $16 - $21 an hour
- Full-time
- Spanish
- Customer service
- Merchandising
- Commuter assistance
- Health insurance
Quick Apply
Analyst, Fixed Income
LPL Financial Corp —Tempe, AZ
- $29.36 - $48.93 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
4h
Call Center Manager - 130K-150K Base Salary Plus Bonus
Trajan Wealth —Scottsdale, AZ
- $130,000 - $150,000 a year
- Full-time
- Marketing
- Office
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
Client Advisor, Part Time - Scottsdale
Louis Vuitton —Scottsdale, AZ
- $23 - $26 an hour
- Part-time
- Entry level
- Commercial
- Paid time off
- Employee discount
Client Success Representative (Remote)
Demand.com —Phoenix, AZ
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Advisor Support Associate
Charles Schwab —Phoenix, AZ
- $25.00 - $27.40 an hour
- Hybrid work
- Bachelor's degree
- Experience equivalent to degree accepted
- Financial services
- Paid parental leave
- Employee stock purchase plan
6d
Client Services Advisor, BridgePort
BridgePort Financial —Phoenix, AZ
- $60,000 - $80,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Wellness program
- Paid holidays
2d
Client Advisor - Scottsdale
Dolce & Gabbana —Scottsdale, AZ
- Merchandising
- Mid-level
- Mentoring
PWM Client Services Team Leader
U.S. Bank National Association —Scottsdale, AZ
- $75,820 - $89,200 a year
- Full-time
- Bachelor's degree
- US work authorization
- Fair chance
- Paid holidays
- Disability insurance
Concierge - 23 - 26/hr
Trajan Wealth —Scottsdale, AZ
- $23 - $26 an hour
- Full-time
- Office
- Administrative experience
- Organizational skills
- Paid holidays
- Disability insurance
Quick Apply
10d
Senior Client Advisor - Scottsdale
Dolce & Gabbana —Scottsdale, AZ
- Senior level
Client Advisor, Operations Expert
Loewe —Scottsdale, AZ
- Full-time
- Microsoft Excel
- Customer service
- Mid-level
- Paid holidays
- Health insurance
6d
Account Executive, Assisted Sell - Phoenix
l'Oréal —Phoenix, AZ
- $82,000 - $116,800 a year
- Full-time
- Hybrid work
- Microsoft Word
- Merchandising
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Client Advisor - Scottsdale, Arizona
Loewe —Scottsdale, AZ
- Weekends as needed
- Writing skills
- 3 years
- Organizational skills
- Paid holidays
- Health insurance
Client Advisor - Scottsdale, Arizona
Tiffany & Co. —Scottsdale, AZ
- Weekends as needed
- Microsoft Outlook
- Mid-level
- Cash register
Client Service Associate
Mariner Wealth Advisors —Scottsdale, AZ
- $60,000 - $75,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
Servicing Travel Advisor III - Chase Travel (Remote - Tempe, AZ)
JPMorganChase —Tempe, AZ
- Weekends as needed
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Tuition reimbursement
7d

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client advisor jobs near phoenix az

Client Services Associate

Lofy Group Wealth Management
Phoenix, AZ

Quick Apply

Job Details

Full-time

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

client advisor jobs in phoenix az

Client Services Associate

Service Specialist II

Team Leader

Client Advisor

Analyst, Fixed Income

Call Center Manager - 130K-150K Base Salary Plus Bonus

Client Advisor, Part Time - Scottsdale

Client Success Representative (Remote)

Advisor Support Associate

Client Services Advisor, BridgePort

Client Advisor - Scottsdale

PWM Client Services Team Leader

Concierge - 23 - 26/hr

Senior Client Advisor - Scottsdale

Client Advisor, Operations Expert

Account Executive, Assisted Sell - Phoenix

Client Advisor - Scottsdale, Arizona

Client Advisor - Scottsdale, Arizona

Client Service Associate

Servicing Travel Advisor III - Chase Travel (Remote - Tempe, AZ)

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