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.
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.
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.
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.
Senior 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.
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.
Compliance Risk Manager - Client Service Center US BankCompliance Risk Manager - Client Service CenterTempe, AZ$119,765–$140,900 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Partners with their assigned Line of Business, other Risk/Compliance/Audit (RCA) professionals, and RCA Managers to, depending on their function, create, implement, maintain, review or oversee an effective risk management framework.
Client Service Leader - Transportation Planning CDM SmithClient Service Leader - Transportation PlanningPhoenix, ArizonaAs a member of this team, you would contribute to CDM Smith's mission by: Developing new business and maintaining high-value relationships with key districts and divisions of ADOT and other local/regional clients for transportation planning and related services where you see opportunity. Developing and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development.
Veterinary Client Service Representative - Receptionist HORIZON ANIMAL HOSPITAL LLCVeterinary Client Service Representative - ReceptionistScottsdale, AZFull timeYou will coordinate all front desk activities, including calls, scheduling, payments, email, scanning, client education, reservations and all other guest services. The ideal candidate has a cheerful disposition, excellent communication, and computer skills, and is capable of multitasking.
Client Service Associate Hub International InsuranceClient Service AssociateScottsdale, ArizonaThe Client Services Associate oversees the administration of client services, including contacting clients for account reviews, assisting with non-trade related client requests, and processing administrative client account changes. HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Client Service Associate Hub InternationalClient Service AssociateScottsdale, AZGeneral Description: The Client Services Associate oversees the administration of client services, including contacting clients for account reviews, assisting with non-trade related client requests, and processing administrative client account changes. About HUB: HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Veterinary Client Service Representative - Receptionist Horizon Animal HospitalVeterinary Client Service Representative - ReceptionistScottsdale, ArizonaHorizon Animal Hospital is an AAHA Accredited facility that was constructed to support our continuing mission of employing the latest medical technologies (including digital radiography, color ultrasound, and surgical lasers) to deliver the highest quality of medical care to our patients and their families. You will coordinate all front desk activities, including calls, scheduling, payments, email, scanning, client education, reservations and all other guest services.
Client Service Representative (Hybrid) BroadridgeClient Service Representative (Hybrid)Phoenix, AZ$60,000–$75,000 / yearThe Client Services Representative supports clients, mainly TPAs and recordkeepers within the retirement and financial services sector by delivering timely, accurate, and professional assistance on account or asset-related inquiries and service requests. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.
Registered 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 Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry.
Client Service Coordinator Guidepoint GlobalClient Service CoordinatorPhoenix, AZBacked by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process-from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions.
Veterinary Client Service Representative - Relief Thrive North ScottsdaleVeterinary Client Service Representative - ReliefScottsdale, AZToday, its network of 360+ primary, emergency, and specialty hospitals across the U.S. cares for pets of all ages and health needs, while portfolio companies provide tools and technology that help veterinary teams work smarter and deliver better care. For pet owners, convenient solutions such as a mobile app, Thrive Plus membership, HereFurYou Helpline, online booking, and flexible financial options make accessing quality care simpler— giving families the peace of mind their pets deserve.
NewMedical Client Service Representative Patient's ChoiceMedical Client Service RepresentativeTempe, AZFull timeOur benefits include:Medical, Dental, and Vision InsuranceDisability InsurancePaid Sick LeaveEmployee Discount ProgramsOpportunities for Professional Growth and AdvancementPotential Pathways into Supervisory and Management RolesWork LocationThis is a 100% in-person administrative position based at our Tempe, AZ office. What You'll DoSupport Patients & Providers: Serve as a primary point of contact for incoming patient and provider inquiries and manage a high volume of inbound calls.
Client Service Associate Bank of AmericaClient Service AssociateChandler, ArizonaOur 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.
Client Relationship Manager, Servicing ZippyClient Relationship Manager, ServicingTempe, ArizonaLead and coordinate servicing transfer activities, including onboarding and offboarding processes, client communications, data validation, timeline management, operational readiness, and coordination with internal teams and third-party partners to ensure seamless transfer execution. This role is responsible for overseeing client relationships, coordinating servicing operations, supporting servicing transfer initiatives, and driving operational excellence across assigned portfolios.
NewFall 2026 Institutional Client Service Intern CAPTRUSTFall 2026 Institutional Client Service InternPhoenix, ArizonaTemporaryThe position will provide exposure to the inner workings of a firm with diversified practice lines, including institutional advisory, private wealth management, and a robust tax practice. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.