Top 2011 Benefits coordinator Jobs in Scottsdale Az

Client Onboarding Coordinator
Aspire Financial, LLC —Scottsdale, AZ
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
7h
Human Resources Coordinator
Addison Group —Phoenix, AZ
- $60,000 - $80,000 a year
- Monday to Friday
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Paid training
- Health insurance
Quick Apply
9d
Insurance Coordinator
Private Dental Office - Phoenix —Phoenix, AZ
- Full-time
- Dental office
- Mid-level
- 2 years
- Paid holidays
- Health insurance
Admissions Coordinator
Confidential —Phoenix, AZ
- $23 an hour
- Full-time
- Skilled nursing facility
- HIPAA
- In-person
- Paid training
- Health insurance
Quick Apply
8d
Benefits Coordinator - Level 1
Consolidated Personnel Services —Phoenix, AZ
- $23 - $28 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- Computer literacy
- Office
- Health savings account
- Disability insurance
Office Coordinator
Arixa Capital —Scottsdale, AZ
- $28 - $32 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Free parking
- Paid holidays
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Eligibility Clerical (Phoenix, AZ)
BeneSys, Inc. —Phoenix, AZ
- $27.28 an hour
- Full-time
- Microsoft Outlook
- Basic math
- HIPAA
- AD&D insurance
- Paid holidays
Quick Apply
Benefits Administrative Coordinator
Cartwright School District #83 —Phoenix, AZ
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Wellness program
- Health savings account
Medical Staff Assignment Coordinator
Mayo Clinic —Tempe, AZ
- $22.73 - $32.26 an hour
- Weekends as needed
- Medical office experience
- Mid-level
- High school diploma or GED
- Health savings account
- Health insurance
Payroll & Benefits Coordinator
Optima Medical —Scottsdale, AZ
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Patient Experience Coordinator
Optima Medical —Scottsdale, AZ
- HIPAA
- 1 year
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Practice Performance Coordinator
Optum —Phoenix, AZ
- $20 - $36 an hour
- Full-time
- Pass drug screening
- High school diploma or GED
- Medical terminology
Quick Apply
Creative Project Coordinator
Trulieve —Scottsdale, AZ
- Full-time
- Remote
- Marketing
- Mid-level
- Bachelor's degree
- Paid time off
Quick Apply
9d
Career Services Coordinator (On-Site)
Pima Medical Institute —Mesa, AZ
- $58,625 - $73,280 a year
- Full-time
- Background check
- Word processing
- Writing skills
- Wellness program
- Health savings account
Quick Apply
3d
Librarian III - Adult Services Coordinator
City of Scottsdale —Scottsdale, AZ
- $77,313.60 - $104,478.40 a year
- 8 hour shift
- Remote
- Background check
- 3 years
- Master's degree
- Wellness program
- Paid holidays
5d
Human Resources Coordinator - AZ - Human Resources
Midwestern University —Glendale, AZ
- Full-time
- Microsoft Outlook
- Computer literacy
- Mid-level
- Paid holidays
- Disability insurance
Office Coordinator
Serenity Mental Health Centers —Phoenix, AZ
- Full-time
- Background check
- Pass drug screening
- No experience needed
- Paid holidays
- Health insurance
Quick Apply
13d
911 Communications Supervisor
City of Tempe Arizona —Tempe, AZ
- $36.92 - $54.42 an hour
- 8 hour shift
- Research
- Mid-level
- 3 years
- Wellness program
- Paid holidays
Medical Billing Coordinator
LifeStance Health —Scottsdale, AZ
- $20 - $24 an hour
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Medical office experience
- Paid parental leave
- AD&D insurance
Quick Apply
Front Desk Coordinator
Shapiro Aesthetic Plastic Surgery & Skin Klinic —Scottsdale, AZ
- Monday to Friday
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply

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Client Onboarding Coordinator

Aspire Financial, LLC
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year
7 hours ago

Benefits

Paid holidays
401(k) 3% Match
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication

Full Job Description

Position Summary

The Client Onboarding Coordinator is responsible for ensuring a seamless and professional onboarding experience for new and existing clients. This role serves as the primary point of contact during onboarding, coordinating engagement setup, collecting required documentation, managing workflow tasks, scheduling meetings, and ensuring all client information is accurately entered into the firm's systems.

Key Responsibilities

Client Onboarding

Coordinate all aspects of the client onboarding process from initial engagement through project setup.
Welcome new clients and serve as their primary onboarding contact.
Send engagement letters, questionnaires, organizers, and document request lists.
Track and monitor completion of onboarding requirements.
Ensure all necessary documents are received before work begins.
Assist clients with portal access, document uploads, and electronic signatures.
Schedule onboarding, discovery, and planning meetings.

Client Data Collection & Management

Collect and organize client information and financial documents.
Verify data completeness and accuracy.
Maintain electronic client files and records.
Update client information in CRM and practice management systems.
Ensure all required compliance documentation has been received.
Monitor outstanding documentation requests and follow up as needed.

Workflow Coordination

Create and initiate new client workflows within the firm's practice management system.
Assign onboarding tasks to appropriate team members.
Monitor progress of onboarding activities and deadlines.
Coordinate handoffs between administrative staff, accountants, tax preparers, and advisors.
Identify bottlenecks and escalate issues when necessary.
Maintain onboarding status reports for management.

Client Communication

Serve as a primary liaison between clients and firm personnel.
Respond promptly to onboarding questions and requests.
Provide regular updates regarding onboarding status.
Ensure clients understand engagement timelines and next steps.
Maintain a high level of professionalism and customer service.

Practice Management & CRM Administration

Enter and maintain client information in CRM systems.
Create client records and engagement profiles.
Maintain onboarding checklists and workflow documentation.
Track onboarding metrics and completion rates.
Generate status reports for leadership.

Compliance & Quality Control

Verify engagement letters and required agreements are executed.
Confirm receipt of required identification and supporting documentation.
Ensure client files comply with firm policies and regulatory requirements.
Monitor completion of onboarding procedures before engagement launch.

Process Improvement

Recommend improvements to onboarding processes.
Assist with implementation of workflow automation and new technologies.
Develop and update onboarding procedures and checklists.
Help improve client communication and service standards.

Qualifications

Education

Associate's or Bachelor's degree in Business Administration, Accounting, Finance, Communications, or a related field preferred.

Experience

2+ years of client service, customer success, administrative coordination, or onboarding experience.
Experience working in a CPA firm, accounting firm, financial advisory firm, or professional services environment preferred.
Experience managing client-facing processes and workflows is highly desirable.

Technical Skills

Microsoft Office 365, including Outlook, Word, Excel, Teams, and SharePoint.
CRM systems such as Salesforce, HubSpot, or Redtail.
Accounting practice management software such as Karbon, Canopy, Jetpack Workflow, Thomson Reuters Practice CS, CCH Axcess, or OfficeTools.
Electronic document-management systems and electronic signature platforms such as DocuSign or Adobe Sign.

Core Competencies

Exceptional customer service skills.
Strong verbal and written communication.
Outstanding organizational abilities and follow-through.
High attention to detail and accuracy.
Ability to multitask and prioritize effectively.
Problem-solving mindset and appropriate escalation judgment.
Professionalism, confidentiality, and team collaboration.

Benefits Include

Health, dental, and vision insurance.
401(k) with employer contributions.
Paid time off and holidays.
Professional development opportunities.

The ideal candidate is a highly organized, service-oriented professional who enjoys building relationships, managing details, and helping clients navigate the onboarding process. This individual creates an exceptional first impression for the firm while ensuring all client information, documentation, and workflows are properly established for successful long-term engagements.

Pay: $65,000.00 - $75,000.00 per year

Benefits:

401(k) 3% Match
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

benefits coordinator jobs in scottsdale az

Client Onboarding Coordinator

Human Resources Coordinator

Insurance Coordinator

Admissions Coordinator

Benefits Coordinator - Level 1

Office Coordinator

Eligibility Clerical (Phoenix, AZ)

Benefits Administrative Coordinator

Medical Staff Assignment Coordinator

Payroll & Benefits Coordinator

Patient Experience Coordinator

Practice Performance Coordinator

Creative Project Coordinator

Career Services Coordinator (On-Site)

Librarian III - Adult Services Coordinator

Human Resources Coordinator - AZ - Human Resources

Office Coordinator

911 Communications Supervisor

Medical Billing Coordinator

Front Desk Coordinator

I want to receive the latest job alert for benefits coordinator in scottsdale az

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