Client Support Jobs in Scottsdale, AZ

The Retirement Plan & Investment Consultant provides dedicated onsite and field support for a specified block of retirement plans 401k 403b DB ESOP NQ etc.. RPCs will also support new business advisers in the sales process and occasionally directly close and onboard new clients. R More...

SUMMARY As a member of the Sunwest Bank HOA Operations Team the HOA Onboarding Specialist will be responsible for onboarding new property management companies and homeowner association (HOA) relationships and new accounts for the HOA and Property Management vertical within Sunwest Ban More...

Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions this is NOT an administrative role.As a CSS you would be responsible for 1 managing our entire backend More...

About this job:Are you a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships Join our team as a Client Transfer Specialist for our Personal Investor clients at Vanguard. At Vanguard we have a clientfirst mentality that we live and br More...

SUMMARY The Card Implementation Lead will work closely with clients Sales Credit Product Operations and Client Services to enhance global client satisfaction through seamless delivery of Commercial Card payment solutions. Collaborate directly with internal and external Bank partners t More...

SUMMARYThe HOA Concierge Banker is a very unique position in banking and ultimately is responsible for being an extension of the HOA Operations team for select high net worth property management clients.The position will serve as a direct point of contact for those clients alongside t More...

ESSENTIAL DUTIES AND RESPONSIBILITIES:Adapts classroom work under the direction of the teacher for the purpose of providing a method to support and/or reinforce classroom objectivesAdministers evaluations for the purpose of assisting the teacher in evaluating students progress and/or More...

About ReputationReputation has changed the way companies improve their customer experience through feedback. Based in Silicon Valley and founded in 2013 Reputation is the global leader in reputation experience management. With its SaaS platform Reputation technology has managed tens o More...

Job Details Experienced REMOTE POSITION Anywhere FL Full Time Graduate Degree Negligible Day CybersecurityDescription SBG Technology Solutions Inc. (SBG) a DSS Inc. company offers Systems Engineering Enterprise Modernization Artificial Intelligence Cyber Security and IT Governance in More...

Key Responsibilities: Act as the primary point of contact for assigned accounts fostering strong and longlasting relationships. Understand each customers needs and objectives to provide tailored solutions and support. Manage the daytoday operations and administration of More...

Company:Marsh McLennan AgencyDescription:Position OverviewThe Client Manager position is responsible for proactively managing the overall workflow for the books of business assigned to them. Client Managers handle all lines of commercial insurance for their accounts and serve as the m More...

Company:Description:CLIENT ADMINISTRATOR IDEPARTMENT: BUSINESS INSURANCE STATUS: NONEXEMPTSUMMARY:As a Client Administrator I on the Stones/Garman team the primary focus is to provide technical support to Client Executives and to clients in maintaining insurance policies in accordance More...

The role of the client success specialist is listening to what people say identifying their most important goals and swiftly getting them there. Youll establish the simplest and most effective methods to put that gold into training programs for others to learn and thrive. You will qui More...

The Senior Product Manager maintains technical qualifications for standards and grow market share in collaboration with sales managers. They also review and approve PWS and related technical support. The Senior Product Manager coaches and supports Auditors during annual witness onsite More...

We are looking for outstanding people to help us realize our vision. As our Client Specialist you will provide support (operational/active) for Account Executives and their clients maintain and expand business relationships create upsell and crosssell opportunities and build revenue w More...

The Accreditations Specialist establishes and coordinates Accreditation activities throughout the year as a wellrounded program. You will work with technical and business experts explain audit needs and processes and guide remediation efforts. You will mandate partnerships with govern More...

The role of the client success specialist is listening to what people say identifying their most important goals and swiftly getting them there. Youll establish the simplest and most effective methods to put that gold into training programs for others to learn and thrive. You will qui More...

SUMMARYThe HOA Concierge Banker is a very unique position in banking and ultimately is responsible for being an extension of the HOA Operations team for select high net worth property management clients.The position will serve as a direct point of contact for those clients alongside t More...

The Senior Client Project Manager is responsible for leading largescale integrated software systems implementation projects and programs in support of new and existing strategic clients. These projects are built using Intelerads project methodology that encompasses and reporting proc More...

The Client Services Manager will be responsible for maintaining and growing existing business relationships with current clients and families and assist in bringing new clients on board. The Client Services Manager will help our patients and families to better understand the full pote More...