Client Services Associate Jobs in Scottsdale, AZ

Who we are:Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families business owners and corporate executives. Our team of seasoned professionals work to achieve our clients long-term objectives by addressing all aspects of...

Are you bilingual and looking for an opportunity to grow your career at your own pace We are looking for goal-oriented individuals with leadership potential to join a rapidly growing company.Preferred Qualifications: Bilingual (Spanish and English) Excellent communication skills Leadership capabilit...

Responsibilities:Presents investment and retirement meetings that are designed to influence and motivate retirement plan participants.Delivers professional consultations focused on participants needs and increasing Vanguard assets through interactions with plan sponsors and participants.Maximizes on...

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We...

Our CompanyOnePoint Patient CareOverviewOnePoint Patient Care (OPPC) is a nationwide hospicededicated pharmacy and PBM (pharmacy benefit manager) that specializes exclusively in supporting hospice organizations with medication dispensing clinical guidance delivery logistics and formulary management....

Automotive Dealership ReceptionistAs an automotive dealership receptionist you will be responsible for greeting customersanswering all calls and transferring them in a professional and timely manner as well as meeting other dealership needs (gas cards dealer plates etc.).ResponsibilitiesOperate tele...

Automotive Dealership ReceptionistAs an automotive dealership receptionist you will be responsible for greeting customersanswering all calls and transferring them in a professional and timely manner as well as meeting other dealership needs (gas cards dealer plates etc.).ResponsibilitiesOperate tele...

BASIS Leander is seeking qualified candidates for a Director of Primary School to join our team! Visit to learn more about us! The Director of Primary School helps lead the efforts to build and maintain a strong positive achievement-oriented school culture. This Director of Primary School position...

Infosys is seeking an Oracle ERP Industry Principal with SCM background. The position will primarily be responsible for Oracle ERP SCM Program Management/Delivery. The selected candidate should also be able to provide best practice guidance on SCM process and implementation approaches. The candidate...

Accountabilities and ResponsibilitiesClient & Advisor EngagementServe as the liaison for Private Advisors and Partner Banks delivering proactive responsive and personalized service.Facilitate client onboarding ensuring all documentation medicals and financials are in good order and aligned with regu...

Whats the scope of the Full-Service Relationship Representative (Client Success Executive) role What experience would be gained from itServing full-service clients under $200M.Building deep relationships with decision makers within client organizations to foster loyalty and demonstrate Vanguards val...

Responsible for protecting and growing lifetime value for their mid size book of business. Establishes and deepens client relationships leading to increased retention loyalty and product/asset growth while developing strong relationships with key client and decision makers.Core Responsibilities:Resp...