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BAYADA Home Health Care
Scottsdale
**_Are you a self-starter? Do you love building relationships with people? If the answer is yes, grow with us!_** BAYADA Home Health Care has an immediate opening for a **Client Services Manager** in our **Tempe Home Care office** . If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the p
Job Source: BAYADA Home Health CareConnect AZ
Tempe, AZ, United States
At Connect AZ , our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Services Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a proactive approach to support innovative f
Job Source: Connect AZJackson Hewitt
Gilbert, AZ, United States
At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critic
Job Source: Jackson HewittGuidepoint
Phoenix, AZ, United States
OVERVIEW: At Guidepoint, we're the experts in finding expertise. Guidepoint connects clients with vetted subject matter experts-Advisors-from our global professional network. Our clients leverage the insights and perspectives shared by our Advisors to stay informed and make better business decisions. Our multinational client list includes nine of
Job Source: GuidepointEvolent Health
Phoenix, AZ, United States
Your Future Evolves Here Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect the pieces of fragmented health care system and ensure people get the same level of care and compassion we would want for our
Job Source: Evolent HealthNorthern Trust Corp
Tempe, AZ, United States
Sr. Consultant Client Service-Custody Servicing page is loaded Sr. Consultant Client Service-Custody Servicing Apply remote type Hybrid locations Chicago, IL Tempe, AZ time type Full time posted on Posted 7 Days Ago job requisition id R124838 About Northern Trust: Northern Trust, a Fortune 500 company
Job Source: Northern Trust CorpGuidepoint
Phoenix, AZ, United States
OVERVIEW: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.5 million experts, and Guidepoint’s 1,30
Job Source: GuidepointPriority Financial Group
Phoenix, AZ, United States
The Client Service Associate provides support and assistance to financial advisors. This job is a mixture of client service and operations and involves supporting financial advisors to provide excellent service to them and their clients. Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinatin
Job Source: Priority Financial GroupScottsdale, AZ, United States
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sr Client Service Associate in our Scottsdale, AZ office. The Sr Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Responsibilities
Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
Research and respond to routine-to-complex HNW client inquires in a timely fashion.
Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents
Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
1-2+ years relevant experience
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team environment
Proficiency in Microsoft Office applications is a must
Experience using Tamarac is a plus.
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visitwww.beaconpointe.com.
Sr Client Service Associate jobs in Scottsdale, AZ, United States
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