Top 269 Operations associate Jobs in Surprise, Az

SERIES 7 REQUIRED - Registered Client Service Associate
Pathlight Advisors —Scottsdale, AZ
- $65,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
Production Associate, Warehouse Operator
Adecco USA, Inc. —Buckeye, AZ
- $17.50 - $20.00 an hour
- Temporary
- Forklift
- Ability to lift 50 pounds
- Driver's License
- Health insurance
- Dental insurance
7d
Associate, Investor Operations
CIM Group, LP —Phoenix, AZ
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid parental leave
Quick Apply
Warehouse Associate
AutoZone —Tolleson, AZ
- Full-time
- 18 years or older
- Spanish
- Customer service
6d
Safety Associate
Swift Transportation —Phoenix, AZ
- From $19 an hour
- Full-time
- Mid-level
- Office
- Children
- Paid training
- Employee stock purchase plan
Quick Apply
Store Associate, Self Storage
Optivest Properties —Phoenix, AZ
- $19 - $21 an hour
- Part-time
- Management
- Computer literacy
- No experience needed
- 401(k) matching
- Flexible schedule
Quick Apply
Associate Multi-Market Quoting Analyst- Remote - 8am-5pm MT
Warner Pacific Insurance Services —Phoenix, AZ
- $20.06 - $34.37 an hour
- Overtime
- Remote
- Mid-level
- High school diploma or GED
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
Warehouse Associate
Avalonvi —Phoenix, AZ
- $3,825 - $4,475 a month
- Full-time
- High school diploma or GED
- Warehouse
- Organizational skills
- Paid training
- Opportunities for advancement
Quick Apply
4d
Robotics Warehouse Associate
Amazon Warehouse —Goodyear, AZ
- $18.50 - $19.65 an hour
- Overtime
- 18 years or older
- Military encouraged
- Entry level
- Flextime
- On-the-job training
Associate Project Manager, Procurement
Aligned Data Centers, LLC —Phoenix, AZ
- Full-time
- Remote
- Google Workspace
- Microsoft Excel
- Engineering
- Health savings account
- Paid holidays
Quick Apply
Warehouse Associate/ Unloading
Speedora Inc —Buckeye, AZ
- $21 - $24 an hour
- Part-time
- Warehouse
- Warehouse experience
- Fair chance
- Health insurance
- Paid time off
Quick Apply
10d
Account Associate - State Farm Agent Team Member
Joseph Jajou - State Farm Agent —Glendale, AZ
- $60,000 - $70,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Paid time off
- Opportunities for advancement
Quick Apply
Receiving Associate
White Cap —Goodyear, AZ
- Urgently hiring
- Oracle
- Forklift
- Entry level
- Paid parental leave
- Health insurance
5d
Venue Operations Associate
City of Peoria —Peoria, AZ
- $18.98 - $23.73 an hour
- Part-time
- Marketing
- Writing skills
- Bachelor's degree
Account Associate - State Farm Agent Team Member
Adam Kase - State Farm Agent —Phoenix, AZ
- $65,000 - $85,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
Account Associate - State Farm Agent Team Member
Pat Estfan - State Farm Agent —Glendale, AZ
- $45,000 - $65,000 a year
- Full-time
- Office
- Organizational skills
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Associate Portfolio Executive
C.H. Robinson —Scottsdale, AZ
- $19.23 - $38.47 an hour
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Business development
- Paid parental leave
- Health savings account
Inventory Associate
Banner Health —Phoenix, AZ
- Full-time
- Writing skills
- High school diploma or GED
- Cleaning
10d
Associate, Warehouse Operations (Azone) 1st Shift
KeHE Distributors, LLC —Goodyear, AZ
- $20.75 - $23.50 an hour
- Weekends as needed
- Forklift
- High school diploma or GED
- Warehouse experience
- Health savings account
- Paid holidays
3d
Fulfillment Center Warehouse Associate
Amazon Warehouse —Phoenix, AZ
- $19.85 an hour
- Overtime
- 18 years or older
- Military encouraged
- Entry level
- Flextime
- On-the-job training
10d

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SERIES 7 REQUIRED - Registered Client Service Associate

Pathlight Advisors
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$65,000 a year

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Customer communication
Research
Series 7
Driver's License
Series 65
Series 63
Time management

Full Job Description

About Pathlight Advisors

Pathlight Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help our clients to develop a clear vision of their life goals. The team at Pathlight Advisors helps support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life.

Pathlight Advisors also has a niche in designing, advising, reviewing and monitoring qualified retirement plans.

Pathlight Advisors Culture

The culture at Pathlight Advisors is focused on excellence and individual growth. We encourage advancing education and acquiring additional designations. We want to create a career path and trajectory for our team members that capitalizes on their strengths. We believe when a team member is valued and encouraged it benefits the entire organization.

Role Summary

The primary responsibility of the Registered Client Services Associate is to provide excellent follow-through and operational support to Financial Advisors in servicing and delivering on the needs of high net worth individual and corporate clients. As a Registered CSA, you will have a direct impact on the client experience and are vital to the success of the organization. This role requires a self-starter who is disciplined and uses time effectively. The ideal candidate will possess a naturally positive attitude with a friendly & optimistic communication style. The chosen candidate will be a member of a dynamic team in a collaborative, client-focused environment utilizing their exceptional organizational, communication and problem-solving skills. This is a role that offers great career path opportunities.

Role Responsibility

Responsible for day-to-day operations and administrative support for one or more Financial Advisors. This includes answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, prepare client meeting material and agenda utilitizing eMoney, as well as initiating and anticipating the needs of others.

Initial point of contact for High Net Worth clients. Ability and knowledge to respond to requests for investment, mutual fund and account information, with the ability to resolve complex account issues.

Responsible for following standardized procedures to meet client needs and may conduct research for complex requests.

Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements.

Coordinating with internal operation departments to ensure client requests are fulfilled.

Managing client deposits.

Develop and maintain proficient knowledge of financial products and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.

Maintaining data integrity across all systems and updating as necessary.

Participate in special projects and perform other duties as assigned.

Role Requirements

· 2+ years of experience as a Registered Client Service Associate

· Series 7 along with Series 63/65 or 66 preferred or to be obtained within 90 days of hire

· Dedicated to excellence in everything you do

· Outstanding communication skills - verbal and written

· Experience with eMoney

· Must be organized, meticulous & detail oriented

· Ability to thrive in a fast-paced environment, as well as the ability to prioritize and multitask

· Impeccable problem solving and time management skills a must

· Ability to exercise good judgement by recognizing urgency and setting priorities

· Must be able to pass background check

· Must possess a valid driver’s license and have reliable transportation

Schedule, Benefits & Compensation

· Monday through Friday 7:30am - 4:00pm and 6:30 am -3:00pm (daylight savings hours)

· 401 (K) and Profit Sharing

· Paid Time Off

· Competitive Salary

· Health and Dental Insurance

Pathlight Advisors is an Equal Opportunity Employer

Job Type: Full-time

Pay: $65,000.00 per year

Benefits:

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

License/Certification:

Series 7 (Required)
Series 63 and 65 or 66 (Required)

Work Location: In person

Quick Apply

Refine Your Search

operations associate jobs in surprise, az

SERIES 7 REQUIRED - Registered Client Service Associate

Production Associate, Warehouse Operator

Associate, Investor Operations

Warehouse Associate

Safety Associate

Store Associate, Self Storage

Associate Multi-Market Quoting Analyst- Remote - 8am-5pm MT

Warehouse Associate

Robotics Warehouse Associate

Associate Project Manager, Procurement

Warehouse Associate/ Unloading

Account Associate - State Farm Agent Team Member

Receiving Associate

Venue Operations Associate

Account Associate - State Farm Agent Team Member

Account Associate - State Farm Agent Team Member

Associate Portfolio Executive

Inventory Associate

Associate, Warehouse Operations (Azone) 1st Shift

Fulfillment Center Warehouse Associate

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