Client Financial Services Agent Jobs in Scottsdale, AZ

DefinitionDefinition: Under general supervision of an Internal Audit Manager performs internal audits and analyzes a variety of accounting transactions to examine and conclude on the financial and operating integrity of the SRPMIC Government departments divisions and Community Enterprises. Completes...

Are you ready to elevate compliance strategy in a dynamic client-focused environment Vanguard is seeking a seasoned compliance professional to join our team as a Senior Compliance Advisor supporting the Digital & Analytics (D&A) and Personal Investor business lines. This specialist role offers a uni...

We are looking for a Remote Tourism Consultant to help clients explore travel possibilities and support their planning process from home. This role suits someone who enjoys communication organization and providing helpful guidance. Key Responsibilities: Discuss travel goals and general needs with...

Who We AreAt Corebridge Financial we believe action is everything. Thats why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.We align to a set of Values that are the core pillars tha...

Description At J.P. Morgan Chase we have an enthusiasm for helping our clients taking care of our employees building relationships and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership...

Application Deadline:11/25/2025Address:14850 N. Scottsdale RoadJob Family Group:Wealth Sales & ServiceProvides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to...

Application Deadline:12/09/2025Address:14850 N. Scottsdale RoadJob Family Group:Wealth Sales & ServiceProvides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to...

DescriptionFacilitates patient visits and supports the health care provider by anticipating and responding to patient needs and requests of the health care team. Allows care providers to focus on patient care by coordinating details of patient visits which can include: coordinating complex appointme...

The Manager Fund Accounting will lead a team of analysts responsible for overseeing the daily fund accounting processes managed by outsourced providers and ensuring timely completion of deliverables for the assigned unit. This role involves close collaboration with internal and external teams to com...

Full-timeDescriptionWealth Associate: Trilogy Financial Services Inc. seeks Wealth Associate. Job site is located at 16427 N. Scottsdale Rd. #360 Scottsdale AZ 85254.Job Duties: Meet with clients to gather discuss and understand personal financial information such as current income expenses insuranc...

Jewelry Consultant - Scottsdale AZOur Jewelry Consultants provide an exceptional experience for every Brilliant Earth customer. As a Jewelry Consultant you will guide the customer through the life of the sale through our engaging sales platforms: in-person and virtual appointments phones or live-cha...

Jewelry Consultant - Scottsdale AZOur Jewelry Consultants provide an exceptional experience for every Brilliant Earth customer. As a Jewelry Consultant you will guide the customer through the life of the sale through our engaging sales platforms: in-person and virtual appointments phones or live-cha...

At Stewart we know that success begins with great people. As a Stewart employee youll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report and a 2025 Top Workplace by USA Today. We are committed to helping you own develop and nurture your career. We in...

What The Role IsReporting to the Director Conventional Accounting the Settlements Analyst is responsible for managing the revenue billing and accounts receivable process for large utility-scale solar and wind plants understanding contractual stipulations associated with price and quantity (as these...

Were hiring a Cash Product Risk Senior Manager to lead risk oversight for our Cash Plus product. This role is responsible for ensuring regulatory compliance and operational integrity across broker-dealer cash management functions. It involves translating complex financial regulationssuch as Reg E Re...

Vanguard is seeking a motivated and dynamic Internal Wholesaler with:Strong sales aptitudeand a natural ability to engage with financial advisors across various channels (phone web meetings email).Aproactive growth-oriented mindsetsomeone eager to learn take initiative and contribute to a high-perfo...

Join a forward-thinking compliance team at the forefront of innovation in investment advisory services. As a Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM) youll play a pivotal role in shaping the future of our personalized investing offers.Youll serve as a strategic...

Vice President of InnovationPosition DescriptionPosition SummaryThe Vice President of Innovation is responsible for driving innovation and leading transformative initiatives across the organization. This role focuses on developing and implementing forward-thinking strategies identifying emerging tre...

Why Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families...

Company Overview: Savas Software is a leading provider of transdisciplinary pain management patient care and is launching electronic health record (EHR) software focused on coordinating multidisciplinary care. We are committed to providing exceptional patient care and dedicated to improving healthca...