Top 524 Financial systems manager Jobs in Tucson Az

Client Services Associate
Aspire Wealth Partners —Tucson, AZ
- $50,000 - $60,000 a year
- Full-time
- CRM software
- Background check
- Customer service
- Profit sharing
- Health savings account
Quick Apply
12d
Configuration Management Engineer
Arete —Tucson, AZ
- $75,000 - $140,000 a year
- Full-time
- Bachelor of Science
- Pass drug screening
- Mid-level
- Paid parental leave
- Disability insurance
12d
Controller
Arete —Tucson, AZ
- $200,000 - $240,000 a year
- Full-time
- Management
- CPA
- Pass drug screening
- Paid parental leave
- Disability insurance
6h
Technical Program Manager
Caterpillar —Tucson, AZ
- $128,470 - $208,770 a year
- Full-time
- Computer science
- Computer Science
- Engineering
- Health savings account
- Paid holidays
8d
Finance Manager - Facilities Vendor Management
RTX Corporate —Tucson, AZ
- $107,500 - $204,500 a year
- Full-time
- 5 years
- Office
- Finance
- Paid holidays
- Disability insurance
5d
Finance Manager - College of Medicine, Tucson
University of Arizona —Tucson, AZ
- $86,870 - $112,932 a year
- Full-time
- Microsoft Excel
- Residential
- Microsoft Office
- Paid holidays
- Dental insurance
Director of Finance and Accounting
Marriott International, Inc —Marana, AZ
- $139,000 - $180,800 a year
- Full-time
- Office
- Finance
- Bachelor's degree
Manager Patient Financial Experience - TMCH Cancer Center
Tucson Medical Center —Tucson, AZ
- Full-time
- 7 years
- Analysis skills
- Bachelor's degree
4d
Budget / Acquisition / Financial Analysts
CyberMedia Technologies —Tucson, AZ
- 5 years
- Mid-level
- Analysis skills
- Health insurance
- 401(k) matching
Quick Apply
Financial Analyst
ClearPlan Consulting —Tucson, AZ
- Multiple hires
- Up to 50% travel
- Travel
- Senior level
- Paid holidays
- Health insurance
Government Account Manager 1, Enterprise Sales
Comcast Corporation —Tucson, AZ
- Overtime
- 5 years
- Bachelor's degree
- Contracts
11d
Tucson General Manager
Packard Culligan Water —Tucson, AZ
- $95,000 - $110,000 a year
- Full-time
- Office
- Residential
- Bachelor's degree
- Wellness program
- Paid holidays
Procurement Financial Operations Manager - School Superintendent
Pima County —Tucson, AZ
- $79,185 - $110,905 a year
- Full-time
- Background check
- School experience
- Research
Operations & Supply Chain (OSC) - Program Cost Controls Analyst - P2 - (Hybrid)
Raytheon —Tucson, AZ
- $68,900 - $131,100 a year
- Full-time
- Office
- Finance
- Analysis skills
- Paid holidays
- Disability insurance
Nonprofit Staff Accountant
Literacy Connects —Tucson, AZ
- $48,000 - $55,000 a year
- Email
- Mid-level
- Office
- GAAP
- Health insurance
- Dental insurance
Quick Apply
Naturopathic Practice Manager
NatureMedica —Tucson, AZ
- $30 - $35 an hour
- Full-time
- Management
- Customer service
- Clinic experience
- Health insurance
- Dental insurance
Quick Apply
12d
AMRAAM Software Integrated Product Team Lead (IPTL)
Raytheon —Tucson, AZ
- $107,500 - $204,500 a year
- Full-time
- 8 years
- C++
- Supervising experience
- Paid holidays
- Disability insurance
AMRAAM Software Integrated Product Team Lead (IPTL)
Raytheon —Tucson, AZ
- $107,500 - $204,500 a year
- Full-time
- 8 years
- C++
- Mentoring
- Paid holidays
- Disability insurance
7d
Art Therapist
Splendido —Tucson, AZ
- Microsoft Outlook
- Mid-level
- Residential
- Paid parental leave
- Disability insurance
Quick Apply
General Manager
eegee's —Tucson, AZ
- Weekends as needed
- 18 years or older
- English
- Mid-level
- Flexible schedule
Quick Apply

I want to receive the latest job alert for financial systems manager in tucson az

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial systems manager jobs near tucson az

Client Services Associate

Aspire Wealth Partners
Tucson, AZ

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year
12 days ago

Benefits

Profit sharing
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

CRM software
Financial planning
Customer service
Microsoft Office
Securities Industry Essentials
Financial concepts

Full Job Description

Who We Are

Aspire Wealth Partners (AWP) is a rapidly growing, independent financial planning firm. We utilize the services of LPL Financial, the largest independent broker/dealer in the nation and a Fortune 500 company. AWP remains in the top 0.5% of all LPL-affiliated firms year after year, placing us in LPL’s premier Executive Council. We have achieved this level of success by cultivating a dedicated and cohesive team with one primary goal: serving our clients with excellence.

As our firm continues to grow and welcome new clients, we are expanding our Client Services team by adding another Client Services Associate. This addition to the team will support our continued growth and ensure we maintain the exceptional level of service our clients expect.

We value each member of our team and are committed to providing a collaborative, supportive workplace where employees can build long-term careers. Our firm's growth and new business are driven primarily by client referrals. For this reason, our office does not require typical prospecting tactics or cold calling.

Who We Want

We are seeking a forward-thinking Client Services Associate (CSA) with an eye for detail to join our growing team. Our CSAs are career-driven, motivated, and personable. They provide exceptional service to both our clients and the Aspire Wealth team. Our CSAs are professional, mature, and able to use discretion with highly confidential information at all times. They are also expected to demonstrate exceptional follow-up and follow-through skills.

Responsibilities

Maintain confidentiality with regard to client and business information.

Accurately prepare, process, and verify all forms necessary to establish new accounts and service existing accounts.

Accurately prepare, process, and verify all transactions and account changes including, but not limited to deposits, withdrawals, transfers, and account changes.

Navigate our CRM to add new clients, update existing records and schedule client meetings.

Document accurately all client communication and task status updates in our CRM.

Communicate professionally, effectively, and timely with clients, staff, and outside companies.

Prepare client reviews and meeting agendas with precision and accuracy.

Daily monitoring of Client Works notifications/alerts and taking appropriate action.

Monitor available cash for automatic withdrawals through Client Works.

Assisting clients with setting up and navigating Account View within Client Works.

Provide support for our Administrative team, answering calls, filling in when necessary, and covering lunches.

Assist and attend client events to promote Aspire Wealth Partners (please note that some of these events transpire outside of the normal working hours).

Preferred Skills

Securities Industry Essentials® (SIE®) Exam

Knowledge of industry standards and regulations.

Experience with MS Office, CRM systems, Financial Planning software.

Exceptional Customer Service skills.

Excellent written and verbal communication skills.

Professional presentation, pride in oneself, and your work.

Organized, detail-oriented, exceptional follow-up and follow-through skills.

Ability to make personal connections, engage and educate clients, ask open-ended questions, and have active listening skills.

Ability to establish trust quickly and build lasting relationships.

Highly proficient in compliance and operational procedures.

Salary

Based on experience. ($50,000 - $60,000)

Team bonus plans (Starting at 5% of your annual salary, after introductory period).

Benefits

Health Insurance – Employer pays 100% of employee’s premium + 50% of family/dependent premium.

Life Insurance – Employer pays premium for $50,000 benefit.

Short/Long Term Disability Insurance – Employer pays 100% of premium.

HSA Match - Up to $1,000 annually.

401(k) Profit Sharing Plan (after introductory period).

Options to sign up for dental, vision and family/dependent medical.

Schedule

Office Hours: Monday through Friday, 8:30am – 5:00pm.

Location: 1647 N Swan Rd, Tucson, AZ 85712 (In person only, no remote work).

AWP Timeline

Resumes reviewed daily and responded to within 2 business days.

Scheduled 20-minute phone interview with Operations Manager to review qualifications and goals.

Scheduled 60-minute in-person interview with Operations Manager and Senior CSA to determine personal compatibility.

Offer letters to eligible candidates will be emailed out.

LPL Financial onboarding process can take 1-2 weeks (must be able to pass a criminal background check and a financial credit check).

Weekly training meetings are conducted with the Operations Manager and Senior CSA to receive/provide feedback on progression.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities

Application Question(s):

This position requires that you are able to pass a credit and background check. Are you able to do so?

Ability to Commute:

Tucson, AZ 85712 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

financial systems manager jobs in tucson az

Client Services Associate

Configuration Management Engineer

Controller

Technical Program Manager

Finance Manager - Facilities Vendor Management

Finance Manager - College of Medicine, Tucson

Director of Finance and Accounting

Manager Patient Financial Experience - TMCH Cancer Center

Budget / Acquisition / Financial Analysts

Financial Analyst

Government Account Manager 1, Enterprise Sales

Tucson General Manager

Procurement Financial Operations Manager - School Superintendent

Operations & Supply Chain (OSC) - Program Cost Controls Analyst - P2 - (Hybrid)

Nonprofit Staff Accountant

Naturopathic Practice Manager

AMRAAM Software Integrated Product Team Lead (IPTL)

AMRAAM Software Integrated Product Team Lead (IPTL)

Art Therapist

General Manager

I want to receive the latest job alert for financial systems manager in tucson az

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected