bdo consultingTax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesPhoenix, AZThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firmās success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
bdo consultingTax Managing Director, Private Client & Family Office Services bdo consultingTax Managing Director, Private Client & Family Office ServicesPhoenix, AZ$170,000ā$225,000 / yearPresents with a high level of competence, confidence, and effectiveness in a variety of settings and to a variety of audiences; presents well to all levels of management, internally and with clients; communicates in a clear and concise manner, and uses impactful and memorable language to emphasize key points; persuades others to their points of view; self-aware ā knows when an approach is not working and can change course immediately. ā¢ Designs integrated solutions for large and complex clients that respond to the specific situation; open to new ideas and solutions, and avoids ālocking-inā to a single solution; knows BDO well enough internally to identify when services outside of PCS-FOS should be included and describes what these services achieve and how they operate.
JobotNewCorporate Associate Attorney JobotCorporate Associate AttorneyScottsdale, AZ$155,000ā$190,000 / yearAssist with complex institutional investments, including review and negotiation of private equity, venture capital, hedge fund, private credit and SBIC fund limited partnership agreements and related instruments on behalf of commercial banks and governmental pension plans. This role is well suited for an attorney with an interest in corporate and business entities, securities law, mergers and acquisitions, venture-backed technology companies, and institutional investment, offering the opportunity to develop corporate expertise while working closely with experienced partners and sophisticated clients.
JobotNewArchitectural Project Associate JobotArchitectural Project AssociatePhoenix, AZ$55,000ā$65,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.
FedExRetail Customer Service Associate FedExRetail Customer Service AssociatePhoenix, ArizonaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Vaco LLCClient Engagement Specialist Vaco LLCClient Engagement SpecialistPhoenix, AZ$19.50ā$19.50Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individualās skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individualās skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
ConvergeOneClient Executive ConvergeOneClient ExecutiveScottsdale, AZ$95,000ā$125,000 / yearProvides sales consultation, design, support, and management of client activity involving but not limited to the collaboration, enterprise networking, data solutions and security products and services with primary focus in designated region. Establishes, maintains, and develops business with clients and potential clients in the assigned business sectors to enhance the potential for meeting the objectives of maximum profitability and growth through effective sales and services.
HITT ContractingNewSenior Associate, Fleet HITT ContractingSenior Associate, FleetPhoenix, AZThe ideal candidate brings strong organizational skills, working knowledge of vehicle systems and construction equipment, and the ability to proactively manage competing priorities in a fast-paced environment. This includes coordinating maintenance and repairs, maintaining accurate records in fleet and tool management systems, supporting drivers and field teams, and partnering with vendors.
Larkin Benefit AdministratorsNewEmployee Success Associate - Leave Administration Larkin Benefit AdministratorsEmployee Success Associate - Leave AdministrationPhoenix, AZRemote$50,000ā$60,000 / yearJob Location: As a remote-first organization, employees are expected to primarily work within reasonable driving commute to our main office locations (Roseville CA, Atlanta GA, Phoenix AZ, and Oklahoma City OK) to meet the requirements of team gatherings, one-off meetings, and company-wide events, as well as the legal, tax, and security regulations based on our business operations. Provide excellent customer service by answering phones, responding to emails, and communicating effectively with clientsā employees in a timely manner - answering questions regarding leave entitlement, client policies, and benefits.
KPG HealthcareNewTravel Nurse RN - Cardiovascular Intensive Care Unit - $2,293 per week in Phoenix, AZ KPG HealthcareTravel Nurse RN - Cardiovascular Intensive Care Unit - $2,293 per week in Phoenix, AZPhoenix, AZ$2,293ā$2,293The primary factor differentiating KPG Healthcare from other recruitment firms is the quality of our experience, the breadth of our industry network, and the creativity that we apply to finding the perfect placement options. KPG Healthcare is a Staffing Firm that provides diverse Supplemental and Permanent Healthcare Staffing solutions to a wide range of Clients throughout the Nation.
KPG HealthcareNewTravel Nurse RN - Cardiovascular Intensive Care Unit - $2,106 per week in Phoenix, AZ KPG HealthcareTravel Nurse RN - Cardiovascular Intensive Care Unit - $2,106 per week in Phoenix, AZPhoenix, AZ$2,106ā$2,106
Morgan StanleyRegistered Client Service Associate - Gilbert, AZ Morgan StanleyRegistered Client Service Associate - Gilbert, AZGilbert, AZSkills You Bring: High School Diploma/Equivalency Securities Industry Essential (SIE) Obtain Series 7 and 66 or ability to obtain, paid for by Morgan Stanley, within 120 days of hire Exceptional interpersonal and client service skills A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm Ability to handle a high volume of requests in a fast-paced environment. 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.
Morgan Stanley E-TRADERegistered Client Service Associate - Gilbert,AZ Morgan Stanley E-TRADERegistered Client Service Associate - Gilbert,AZGilbert, AZPosition Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanleyās products and solutions in a professional and efficient manner ā all while staying up to date on both company products and services and broader trends in the industry.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateScottsdale, AZOur 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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Ameriprise Financial IncRegistered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateScottsdale, AZAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Beacon Pointe Advisors LLCClient Service Associate Beacon Pointe Advisors LLCClient Service AssociateScottsdale, AZThe 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. Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate.
SAGE CounselingNewClient Services Associate - Flex Support SAGE CounselingClient Services Associate - Flex SupportGlendale, AZTravel is REQUIRED for this position, with mileage reimbursement - SAGE offers additional bonuses for mileage reimbursement to compensate for the increases in gas prices! Upon completion of training, this position will travel between the following SAGE offices to provide Front Office coverage and support: Central Phoenix .
Beacon Pointe AdvisorsClient Service Associate Beacon Pointe AdvisorsClient Service AssociateScottsdale, AZResponds to routine client requests via phone, email, and/or other contact methods ā¢ Monitors daily custodial alerts, including cash management account updates, trading, etc., and resolves accordingly ā¢ Records client inquiries, including service changes, new account opening, money movement, trading, etc., in CRM ā¢ Prepares custodian paperwork, facilitates account updates, and communicates with clients on status ā¢ Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items, and escalates potential issues when appropriate ā¢ Assists with preparation of meeting presentation materials, documents, meeting follow-up, and takes ownership of specific operational-related tasks ā¢ Participates in team meetings and collaborates with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures ā¢ Other duties as assigned. Four-year college degree, Bachelors degree in Finance, Business, or Economics preferred 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, Word, Excel, PowerPoint, Office 365, etc.
Castle Biosciences IncClinical Services, Client Services Associate Castle Biosciences IncClinical Services, Client Services AssociatePhoenix, AZThis role is primarily responsible for facilitating the tissue acquisition process and coordinating with outside laboratories as needed, processing all order- and fax-related documentation with thorough and accurate tracking of all orders and materials received, and delivering general customer service support by responding promptly and professionally to routine requests for information via phone and electronic communication. Castle Biosciences Inc. is growing, and we are looking to hire a full-time Clinical Services, Client Services Associate working from our Phoenix, AZ office location, with a start date of July 15, 2026.
Chase BankNewWholesale KYC - Client Service Associate - Payments Chase BankWholesale KYC - Client Service Associate - PaymentsTempe, AZOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
SPS-North AmericaNewClient Services Associate (Mail and Print) SPS-North AmericaClient Services Associate (Mail and Print)Phoenix, AZIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. As a Client Services Associate (Mail & Print), you'll support essential workplace functionsāfrom document production to mail processingāensuring operations run efficiently and on time.
Chase BankNewClient Service Associate Chase BankClient Service AssociateTempe, AZInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
JPMorgan Chase & CoU.S. Private Bank - Client Service Associate JPMorgan Chase & CoU.S. Private Bank - Client Service AssociateTempe, AZYour role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
IV NutritionNewClient Services Associate IV NutritionClient Services AssociateScottsdale, ArizonaWhat we offer:Competitive pay packages for part-time & full-time team members, including tips, bonuses, monthly service credits, and continuing education opportunities. IV Nutrition is a leading provider of intravenous (IV) hydration and vitamin therapy, offering personalized wellness solutions to optimize health and well-being.
SPS North AmericaNewClient Services Associate (Mail and Print) SPS North AmericaClient Services Associate (Mail and Print)Phoenix, AZIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. As a Client Services Associate (Mail & Print), you'll support essential workplace functionsāfrom document production to mail processingāensuring operations run efficiently and on time.
Bank of AmericaClient Service Associate Bank of AmericaClient Service AssociateChandler, ArizonaWe hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. ā¢ The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
JPMorgan Chase & CoClient Service Associate JPMorgan Chase & CoClient Service AssociateTempe, AZInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Bank of America CorpClient Service Associate - Bilingual in Mandarin Preferred Bank of America CorpClient Service Associate - Bilingual in Mandarin PreferredChandler, AZOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Bank of America CorpNewClient Service Associate - Bilingual Mandarin Preferred Bank of America CorpClient Service Associate - Bilingual Mandarin PreferredChandler, AZOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
National Bank of ArizonaPart-Time Client Service Associate (20 Hours) - Gainey/Scottsdale (AZ) National Bank of ArizonaPart-Time Client Service Associate (20 Hours) - Gainey/Scottsdale (AZ)Scottsdale, AZ$17ā$21.75 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities.
National Bank of ArizonaClient Service Associate/Teller (40 Hours) - Gainey/Scottdale (AZ) National Bank of ArizonaClient Service Associate/Teller (40 Hours) - Gainey/Scottdale (AZ)Scottsdale, AZ$17ā$21.75 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities.
National Bank of ArizonaClient Service Associate/Teller (40 Hours) - Mesa Main/Mesa (AZ) National Bank of ArizonaClient Service Associate/Teller (40 Hours) - Mesa Main/Mesa (AZ)Mesa, AZ$17ā$21.75 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities.
Raymond James Financial IncClient Service Associate (Scottsdale, AZ) Raymond James Financial IncClient Service Associate (Scottsdale, AZ)Scottsdale, AZThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
GuidepointNewClient Service Associate (Class of 2026) GuidepointClient Service Associate (Class of 2026)Phoenix, AZBy understanding each client's specific research needs and delivering targeted expert matches, often withinhours, the team plays a critical role in providing a fast, high-quality client experience. Lead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration .
JPMorgan Chase Bank, N.A.U.S. Private Bank - Client Service Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Client Service AssociateTempe, AZFull timeYour role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Guidepoint Global LLCClient Service Associate Guidepoint Global LLCClient Service AssociatePhoenix, AZYou will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoints global network of more than 1,750,000 Advisors. By understanding each clients specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience.
Ameriprise FinancialClient Service Associate Ameriprise FinancialClient Service AssociateMesa, ArizonaWe are interested in candidates who may have an interest in continuing to develop within the profession, potentially pursuing industry licensing and growing into more advanced roles such as paraplanner or financial advisor support positions over time. The Client Service Associate will work closely with the advisory team to manage client service requests, coordinate meeting preparation, and ensure all operational and administrative tasks are handled efficiently.
MarinerNewClient Service Associate MarinerClient Service AssociateScottsdale, ArizonaMaintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees. Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary.
AO Garcia AgencyWork From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateGlendale, ArizonaElite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate lifeās uncertainties with confidence.5.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Digital Client Service Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Digital Client Service AssociateTempe, AZFull timePrior experience working in a high call volume environmentJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Fiserv IncClient Service Associate Fiserv IncClient Service AssociateAZ$120,000ā$198,000 / yearFor incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.
Public Consulting GroupNewClient Service Associate 2 (Midwest region) Public Consulting GroupClient Service Associate 2 (Midwest region)Phoenix, AZRemote$60,000ā$80,000 / yearAt PCG, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives.
GuidepointNewAssociate, Client Service GuidepointAssociate, Client ServicePhoenix, AZLead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration . You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint's global network of more than 1,750,000 Advisors.
Guidepoint Global LLCClient Service Associate, Institutional Class of 2026 Guidepoint Global LLCClient Service Associate, Institutional Class of 2026Phoenix, AZThe Associate role provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines through conducting research projects on behalf of major financial institutions. Backed by a network of nearly 1.75 million experts and Guidepoints 1,600 employees worldwide, we inform leading organizations research by delivering on-demand intelligence and research on request.
Guidepoint Global LLCClient Service Associate Class of 2026 Guidepoint Global LLCClient Service Associate Class of 2026phoenix, AZBacked by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. For many of our employees, the Associate role represents their first job post-college, and provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines.
Alphabe InsightNewClient Service Associate Alphabe InsightClient Service AssociatePhoenix, AZ$50,000ā$54,000 / yearCatch Vibe Voice is a forward-thinking communications firm dedicated to helping brands craft meaningful narratives and build impactful connections. In this role, you will support customers by providing clear, reliable assistance across various communication channels, ensuring each client receives an outstanding service experience.
Eide Bailly LLPClient Accounting Services Associate Eide Bailly LLPClient Accounting Services AssociatePhoenix, AZA typical day in the life as a Client Accounting Services Associate in Phoenix, AZ might include the following: Works on a team to provide accounting services for clients from a multi-faceted approach. Prepares reports, returns, and other documents as required, including sales tax reports, year-end tax forms, monthly/quarterly/annual financial statements, and other reports required by clients.
The Hire FirmClient Services Associate The Hire FirmClient Services AssociatePhoenix, AZBecause the firm handles serious injury and medical-related litigation matters, candidates should be comfortable working with sensitive and emotionally difficult subject matter. Established plaintiff litigation firm seeking a compassionate, organized, and proactive Client Relations Coordinator to join our Phoenix office.
Alerus Financial Corp.Client Service Center Associate, Retirement and Benefits Alerus Financial Corp.Client Service Center Associate, Retirement and BenefitsAZRemote$21ā$22 / hourInbound calls will cover a wide range of topics including retirement plan specific provisions, IRS and DOL regulations surrounding retirement and benefits plans, distributions, contributions, investments, balance inquiries, and claim status. Develop and enhance customer relationships by informing customers of Alerus products and services that meet their needs and encourage a financially fit client.
Global Elite Empire ConsultantsNewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateScottsdale, ArizonaAll interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.