UNKNOWN

FEED

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.

Edward D Jones & Co LP

Service Specialist II

The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Expertly organize and complete administrative tasks with accuracy and timeliness, including tasks such as managing client information, scheduling meetings among clients, branch team members and the Generations team with extreme efficiency, and managing the organization of the full suite of processes and tasks included in the Generations experience.

Edward Jones Generations® Client Concierge Specialist

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Focus Partners Wealth

Referral Channel Specialist

The Operations Processing Specialist plays a critical role within Document Services, supporting the intake, processing, routing, and management of both physical and electronic documents. The ideal candidate demonstrates strong attention to detail, excellent communication skills, and the ability to quickly learn internal systems and processes.

YEAR

Advisor Group

Operations Processing Specialist

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Other successive roles lead to areas like an eService Specialist, who assist Advisors via email or Chat, or a Relationship Manager role that specializes in working with newer, growing financial advisors. The Job/What You'll Do: The Advisor Services Service Specialist provides fast and reliable guidance to Financial Advisors and their Service Staff as they utilize the AssetMark platform to serve their clients' investment and financial planning needs.

Asset Mark

Advisor Services Service Specialist

ADAPTED_NOW

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The Operations Processing Specialist plays a critical role within Document Services, supporting the intake, processing, routing, and management of both physical and electronic documents.

Osaic

nas_advisorgrouporganic

Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

IA Processing Specialist

Provide leading service and support experiences for our advisors while answering questions, researching issues and completing transactions. other team members in all aspects of operational and service activities for qualifying advisory accounts (WMP), through phone support.

IA Operations Specialist

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Your primary focus will be to support our new Secured Credit Account (SCA) is a securities-based line of credit which provides Advisors with a new liquidity tool to help their clients take advantage of an opportunity to invest in a new business or real estate or meet an unexpected expense - all without disrupting their investment portfolio strategy.

LPL Financial Services

Lending Specialist

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. other team members in all aspects of operational and service activities for qualifying advisory accounts (WMP), through phone support.

This role is responsible for providing exceptional customer service by answering inquiries, resolving account issues, explaining mortgage servicing processes, and ensuring compliance with company policies and regulatory requirements. Must have mortgage industry experience to qualify, The Mortgage Loan Servicing Specialist serves as the primary point of contact for borrowers regarding their mortgage accounts.

HOUR

Lee Hecht Harrison

Loan Servicing Specialist (Mortgage)

Backgrounds that translate well: high-ticket sales, coaching/program enrollment, event sales, fitness/membership sales, solar, home improvement, real estate, insurance, financial services, or any commission-driven team sales floor. We are building an elite, on-site sales team in Scottsdale that sits at the center of that mission — the team responsible for enrolling clients into the events and programs that change the trajectory of their lives.

Robbins Research International

Event Sales Specialist (SDR) - Phoenix, AZ

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office (“MSFO”), Outsourced Chief Investment Office (“OCIO”), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.

Morgan Stanley

Institutional Reporting Specialist

Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. + Participates in discussion around the commercial card products and services offered and may attend occasional sales calls where product technical demos are needed.

Columbia Bank

Commercial Card Specialist

Umpqua Bank

The Branch Real Estate Construction Specialist, Enterprise Workplace Services plays a critical role in delivering construction projects that support Edward Jones' branch network and growth strategy. As a trusted advisor and subject matter expert, the Construction Specialist drives continuous improvement, manages vendor performance, and influences decisions that enhance the firm's real estate portfolio and branch experience.

Branch Real Estate Construction Specialist II

Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors").

Brown & Brown Inc

Commercial Placement Specialist

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

Sr. Ops Margin Specialist

Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). Other Benefits : Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.

Vensure Employer Services

iSolved Payroll Specialist - AZ, GA - On Site

jobdiva

FULL_TIME

Following up with leads from local outreach events which include completing introductory/initial calls, scheduling appointments, sending mailers, conducting home visits and preparing for Sales Counselor phone outs. * Conducting targeted REPS sales activity designed to generate specific focus on area of need (i.e. apartment availability, re-energizing leads, demographics).

Vi Living

Sales Specialist

[AW]-iCims

Additional responsibilities may include: Help define and stand up the firm's emerging HNW analytics and reporting capabilities by partnering with advisors, home office stakeholders, and technology teams to design, test, and refine portfolio analytics, performance reporting, risk assessment, alternative investment reporting, and portfolio planning solutions that will be incorporated into the team's future consulting model. Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive the right outcomes and experiences.

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Service Specialist II Edward D Jones & Co LP

Edward Jones Generations® Client Concierge Specialist Edward D Jones & Co LP

Referral Channel Specialist Focus Partners Wealth

Operations Processing Specialist Advisor Group

Advisor Services Service Specialist Asset Mark

Operations Processing Specialist Osaic

IA Processing Specialist Osaic

IA Operations Specialist Advisor Group

Lending Specialist LPL Financial Services

IA Operations Specialist Osaic

Loan Servicing Specialist (Mortgage) Lee Hecht Harrison

Event Sales Specialist (SDR) - Phoenix, AZ Robbins Research International

Institutional Reporting Specialist Morgan Stanley

Commercial Card Specialist Columbia Bank

Branch Real Estate Construction Specialist II Edward D Jones & Co LP

Commercial Placement Specialist Brown & Brown Inc

Sr. Ops Margin Specialist LPL Financial Services

iSolved Payroll Specialist - AZ, GA - On Site Vensure Employer Services

Sales Specialist Vi Living

Portfolio Consultant- Private Wealth Edward D Jones & Co LP

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