Small Business Client Service Manager GallagherSmall Business Client Service ManagerScottsdale, ArizonaFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide.
Remote Client Services Associate – Travel Industry AspiretalentagencyRemote Client Services Associate – Travel IndustryMesa, ArizonaRemoteThe Client Services Associate will assist clients with inquiries, service support, and ongoing communication while maintaining a high level of professionalism and organization. This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent customer experiences in a remote work environment.
Client Services Specialist (Remote) All Financial FreedomClient Services Specialist (Remote)Phoenix, AZRemoteThis position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization. Explain financial concepts related to protection, accumulation, and long-term planning.
Consulting Controller - Client Advisory Services (Full-time, W-2) Vessel AdvisorsConsulting Controller - Client Advisory Services (Full-time, W-2)Phoenix, AZRemote$105,000–$130,000True Advisory Focus: You won’t just manage a ledger; you will facilitate intensive onsite assessments, advise C-suite leaders, and design financial roadmaps that directly impact client bottom lines. Fractional Controller Leadership: Serve as the lead Controller across a portfolio of recurring clients, managing month-end close quality, budget/forecast builds, and accounting system optimizations.
NewClient Services Representative III - Bilingual Mandarin Required Bank of AmericaClient Services Representative III - Bilingual Mandarin RequiredGlendale, ArizonaJob expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience.
Vice President of Client Tax Services Cardone Ventures CareerVice President of Client Tax ServicesScottsdale, ArizonaWe are launching a new Tax Services division to deliver world-class tax strategy, compliance, and advisory services directly to our client base, including entrepreneurs and small-to-mid-market business owners who are building generational wealth and need expert guidance to keep more of what they earn. Within the first year, the Tax Services practice is operational with a defined service model, a growing client roster, and a team in place delivering consistent, high-quality compliance and advisory work.
NewClient Service Manager CFOAFClient Service ManagerPhoenix, AZRemote$95,000–$110,000We are looking for someone with strong U.S. tax-firm experience, client-service judgment, and tax workflow knowledge who can confidently manage client relationships, keep work moving, and coordinate effectively with tax professionals and leadership. Strong working knowledge of U.S. tax preparation and tax-return workflows , including deadlines, extensions, estimated payments, amendments, electronic filing, signature requirements, and common missing-document situations.
Virtual Travel Client Services Coordinator DreamstravelcrVirtual Travel Client Services CoordinatorScottsdale, ArizonaRemoteIn this role, you will provide support, share helpful information, and ensure clients feel prepared for their trips. We are hiring a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey.
Fraud Client Services Representative - Bilingual Spanish Required Bank of AmericaFraud Client Services Representative - Bilingual Spanish RequiredPhoenix, ArizonaJob expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Client Services Coordinator-Front Desk Mark Mazda ScottsdaleClient Services Coordinator-Front DeskScottsdale, ArizonaAs an automotive dealership receptionist, you will be responsible for greeting customers, answering all calls and transferring them in a professional and timely manner as well as meeting other dealership needs (gas cards, dealer plates etc.). Demonstrate a willingness to take extra measures whenever necessary to provide excellent customer service and support.
Client Services Coordinator-Front Desk Mark KiaClient Services Coordinator-Front DeskScottsdale, ArizonaAs an automotive dealership receptionist, you will be responsible for greeting customers, answering all calls and transferring them in a professional and timely manner as well as meeting other dealership needs (gas cards, dealer plates etc.). Demonstrate a willingness to take extra measures whenever necessary to provide excellent customer service and support.
Client Services Associate/Executive Assistant Tier4 GroupClient Services Associate/Executive AssistantPhoenix, Arizona$65,000–$85,000 / yearSupport financial advisors by analyzing reports, summarizing data, and preparing client deliverables . Ability to multi-task and prioritize across financial planning, tax, and investment services.
Client Operations Specialist - Managed Services Baker Tilly Advisory Group, LPClient Operations Specialist - Managed ServicesPhoenix, ArizonaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Fraud Client Services Representative - Bilingual Spanish Bank of AmericaFraud Client Services Representative - Bilingual SpanishPhoenix, ArizonaThis includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.
401k Compliance Client Service Manager Sequoia401k Compliance Client Service ManagerTempe, ArizonaWith our expert advisory team and integrated platform, we help clients drive business impact through their total comp and benefits, improving executive decision making, controlling costs, protecting the business, and elevating the employee experience. Compensation & Benefits Sequoia provides competitive compensation including base salary, performance-based bonus programs, and comprehensive benefits package.
Sales & Client Support Specialist (travel services) Traveling with TashaSales & Client Support Specialist (travel services)Sun City, ArizonaRemoteThis role blends client support with consultative sales, helping clients select travel options that align with their needs and budgets. We are looking for a Sales & Client Support Specialist to assist clients with planning and booking travel while providing exceptional service throughout the sales process.
Client Services Associate (Remote) TravelingmedicClient Services Associate (Remote)Phoenix, ArizonaRemoteThis position supports clients through the planning and coordination process, working alongside established partners and suppliers to deliver exceptional service. TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences.
NewSenior Director, Client Tax Services Spark RecruitingSenior Director, Client Tax ServicesScottsdale, Arizona$160,000–$200,000 / yearWe already serve an active ecosystem of 500–600 clients and host roughly 150 events a year where tax consistently ranks as a top need. You will own client delivery, lead a small team, and drive high-quality compliance and advisory work while the practice scales at speed.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateGlendale, ArizonaGlobal 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 and identifying potential inconsistencies or verification signals in application materials based on available information. 4. 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 life’s uncertainties with confidence.
Dedicated Client Service Advisor BMO (Bank of Montreal)Dedicated Client Service AdvisorTempe, AZ$54,000–$99,600 / yearResolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.