- Vanguard (Scottsdale, AZ)
- …fairly, and to give them the best chance for investment success." As a Client Representative , Senior Associate within our Brokerage & Investments Center of ... internal policies, and market developments. Qualifications include + Experience in client services preferred. + Familiarity with brokerage products and… more
- Vanguard (Scottsdale, AZ)
- …+ Excellent communication and interpersonal abilities. + Commitment to delivering exceptional client service . + Ability to manage ambiguity and utilize resources ... relationships? Join our team as a High Net Worth Client Case Representative for our Personal Investor...service . + Educate clients on Vanguard's product and service offerings to enhance the client experience… more
- Bank of America (Chandler, AZ)
- Wealth Management Banking Services - Client Service Representative Chandler, Arizona **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Wealth-Management-Banking- Services Client - Service - Representative \_25048451) **Job… more
- Bank of America (Phoenix, AZ)
- Client Services Representative II Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/ Client - Services - Representative -II\_25049122) **Job Description:** At Bank… more
- US Tech Solutions (Phoenix, AZ)
- …6 months with Possibility for Extension **Job Description** + We're looking for a ** Client Services Representative ** to manage a portfolio of TPA and ... related to billing, pricing, and agreements. + Conduct regular client meetings, provide updates, and ensure service ...regular client meetings, provide updates, and ensure service standards are consistently met. + Stay current with… more
- Bank of America (Phoenix, AZ)
- Fraud Client Services Representative - Bilingual Spanish Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Fraud- Client - Services - Representative Bilingual-Spanish\_25017830) **Job Description:** At… more
- Sonora Quest (Phoenix, AZ)
- …Services team! Did we mention you won't be selling anything? **So, what does a Client Services Representative do?** + Spends 90% of the time receiving ... **Primary City/State:** Phoenix, Arizona **Department Name:** Client Services -Ref Lab **Work Shift:** Day...is an effective communicator with expertise in delivering exceptional client customer service . Using keen insight into… more
- World Insurance Associates, LLC. (Phoenix, AZ)
- Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people ... bonding, employee and executive benefits, investment advisory and retirement plan services , and payroll & HR solutions. Position Summary Receives guidance and/or… more
- Vanguard (Scottsdale, AZ)
- Job Description : At Vanguard, we have a client -first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat ... best chance for investment success." As an Advice Support Representative , you will partner closely with advisors to efficiently...calls, or work on case-based assignments to meet the service and trading needs of both Vanguard advisors and… more
- Open Mind Health (AZ)
- LOCATION: REMOTE REPORTS TO: CLIENT LIAISON MANAGER ABOUT OPEN MIND HEALTH We are a collaborative team of mind-body-spirit experts who provide innovative, ... 2021, Open Mind Health has expanded rapidly to provide services virtually in over 15 states and expects to...position yourself for career growth. ABOUT THE ROLE Our Client Liaison Representatives are skilled and relentless in setting… more