NewService Sales Account Executive - HVAC JobotService Sales Account Executive - HVACPhoenix, AZ$90,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With more than 45 years of industry expertise, they partner with engineers, contractors, and building owners to design, install, and maintain energy-efficient building systems that improve performance, reliability, and comfort.
NewSupervisor, Patient Services Sonora Quest LaboratoriesSupervisor, Patient ServicesPhoenix, AZPromotes the organization within the community through effective and professional communications with physicians, clients, and internal customers with an emphasis on teamwork and customer satisfaction. Coordinates facilities management for the assigned business unit through negotiation with vendors and by working with contractors, landlords, clients, and account managers.
NewSales Account Manager - Utilities JobotSales Account Manager - UtilitiesPhoenix, AZRemote$100,000–$115,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for managing and growing relationships with existing clients, as well as identifying and securing new business opportunities.
NewAutomotive General Service Technician TGK AutomotiveAutomotive General Service TechnicianChandler, AZThe General Service Technician is responsible for conducting non-technical automotive service repairs such as oil changes, tire and wheel related services as well as driving customers, picking up parts, and maintaining the cleanliness of the shop as needed. While performing basic services, observes general vehicle condition and points out any obvious needed repairs or safety concerns to the Shop Manager or Store Manager.
NewSenior Transitional Property Manager ROERS COMPANIESSenior Transitional Property ManagerPhoenix, AZ$81,000–$101,300 / yearAbility to perform the physical functions of the position, which may include, but are not limited to: ability to walk property, including up to 4 flights of stairs, to complete physical inspections, deliver resident communications, show apartment and drive a vehicle to visit area businesses for outreach marketing. · Entrepreneurial mindset – loves to be challenged, determined to win, puts clients and teammates first, collaborative, inquisitive, self-motivated, and operates on trust (not fear).
NewSr Tax Manager JobotSr Tax ManagerScottsdale, AZ$130,000–$150,000 / yearA highly regarded boutique family office serving high-net-worth clients with a full suite of services—including tax, investment, estate, and insurance planning—designed to deliver seamless, white-glove financial guidance, while offering strong career longevity, a healthy work-life balance, and the opportunity to build long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Tax Manager (Construction) JobotSenior Tax Manager (Construction)Scottsdale, AZ$155,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We've built a reputation in Arizona for delivering highly detailed, strategic work across tax planning, advisory, and audit and assurance services, with a real depth of expertise in the construction industry.
NewArchitectural Project Manager JobotArchitectural Project ManagerPhoenix, AZ$75,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.
NewEnhancements Manager - Commercial Landscaping JobotEnhancements Manager - Commercial LandscapingPhoenix, AZ$70,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The right person will bring at least 3 years of commercial landscape experience, strong leadership skills, and the ability to turn client needs into profitable, high-quality enhancement work.
NewTax Manager JobotTax ManagerPhoenix, AZRemote$120,000–$175,000 / year5+ years of public accounting experience with meaningful exposure to real estate and/or construction clients, complex deal structures, partnership taxation, and multi-entity environments preferred. What you'll be doing: Managing a complex client portfolio weighted heavily toward real estate and construction, including syndicated deals, multi-partner structures, large GCs, and developers.
NewService Specialist II Edward JonesService Specialist IITempe, AZ$43,200–$66,800Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Retail Customer Service Associate FedExRetail Customer Service AssociatePhoenix, ArizonaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Business Development Manager Staff ExpertsBusiness Development ManagerPhoenix, AZWe specialize in staffing in the areas of Engineering, Construction Management, Manufacturing, Information Technology, Aerospace & Defense, Administrative-Accounting-Finance, Call Center Operations, Life Sciences, Healthcare, Skilled Trades and Logistics. Showcase companies staffing services to potential clients through polished presentations, trade shows, and other large-scale events.
Commercial Underwriter II Farm Bureau Financial ServicesCommercial Underwriter IIGilbert, AZFull timeKnowledge of all Farm Bureau inquiry systems, automated rating systems, underwriting manuals, valuation software for buildings and vehicles, and industry specific websites to support underwriting activities. ·Contribute to the profitability of Farm Bureau Financial Services by effectively accepting, modifying, or rejecting various commercial new business risk, and through the understanding of adherence to our reinsurance contracts.
NewCommercial Construction Project Manager HITT ContractingCommercial Construction Project ManagerPhoenix, AZThe PM provides leadership and serves as the liaison between project team members to promote the interest of both the business and clients in all matters, as well as demonstrate the characteristics of a mid-level leader. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
Branch Manager United RentalsBranch ManagerPhoenix, AZGreat company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! As Branch Manager at United Rentals with our Fluid Solutions Division , you'll be the leader of a major business enterprise. You'll have t...
NewCommercial Route Manager (Pest Control) Sprague Pest SolutionsCommercial Route Manager (Pest Control)Phoenix, AZ$21–$26 / hourRequirements: Job Requirements: · High School Diploma or GED · 2 years in route sales, facilities management, janitorial service, landscaping, or environmental services · 2 years’ experience in customer service, sales, retail, or hospitality roles · Excellent communicator, both written and verbal, able to communicate complex concepts and risk factors to stakeholders and influence decision making · Ability and aptitude with Microsoft Office Suite and other technology necessary for successful day-to-day functioning in a business environment. Requirements What You Bring to this Position Must-Haves: High school diploma or GED Valid driver’s license & clean driving record Strong attention to detail & pride in your work Drive to learn, grow, and win as a team Bonus Points If You’ve Got: Experience in pest control, landscaping, agriculture, or food production Customer service skills from retail, hospitality, or food service Safety or industry certifications All offers of employment are contingent upon a satisfactory motor vehicle record report that is checked annually.
NewClient Services Manager, Home Care Bayada Home Health Care, Inc.Client Services Manager, Home CareScottsdale, AZThe Client Services Manager is responsible for providing superior customer service and quality home care, with a focus on the coordination of client services, emergent scheduling issues, caseload growth and development, and ongoing case management. We are seeking a Client Services Manager who will bring energy, professionalism, and strong relationship-building skills to a dynamic, entrepreneurial environment while serving as an integral part of a caring team dedicated to delivering the highest quality care.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesAZ$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Senior Client Services Manager/Project Manager (Water Reuse) Brown and Caldwell IncSenior Client Services Manager/Project Manager (Water Reuse)Phoenix, AZ$144,000–$196,000 / yearThey will be a strategic account leader responsible for defining and advancing multi-year growth strategies for priority clients and shapes client vision, aligns enterprise resources, and drives sustained revenue growth across service lines and markets with a focus on water reuse. Moreover, this role requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs), shaping growth strategies, winning complex pursuits, and delivering high-quality, profitable programs.
Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesPhoenix, AZThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Sr Client Service Administrator Stock Plan Services The Charles Schwab CorpSr Client Service Administrator Stock Plan ServicesAZPartnering with other SPS teams, such as Conversion, Client Services, Technology, etc. to provide a seamless world class experience for our corporate clients and their employees. The Senior Client Service Administrator role is responsible for creating and implementing a world class client experience for our Equity Compensation corporate clients.
Full Time - Client Services Representative Clinpath DiagnosticsFull Time - Client Services RepresentativeTempe, AZFull timeIn this position, the roles and responsibilities include (but are not limited to) front-line phone service, scheduling specimen pickups for delivery to the laboratory, database management, handling customer concerns, setting up user accounts, supply as it relates to customer support, and other duties as deemed necessary by the department supervisor/manager. ESSENTIAL FUNCTIONS: Answer incoming phone calls and either handle the request or dispatch the call to the appropriate person/department.
Wholesale Lending Client Services Specialist - Arizona Market Dart Financial CorpWholesale Lending Client Services Specialist - Arizona MarketAZDart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so that you can begin to resolve the issue before this employer can take any action against you, including terminating your employment.
NewClient Services Project Coordinator ApTaskClient Services Project Coordinatorphoenix, AZ$19–$21 / hourClient Communication - Respond to client communications timely and accurately; understand client needs and feedback, collaborate and consult with clients and/or support project management team in doing so; follow up and communicate client's needs internally. In addition to helping support the PM in overall project execution, the Project Coordinator will partner with several internal key departments including, but not limited to: Data Services, Product/Website Development, Print/Mail Services, Call Center, Disbursements, and Claims Operations.
Client Services Supervisor - AZ, GA - On Site Vensure Employer SolutionsClient Services Supervisor - AZ, GA - On SiteChandler, AZHigh School Diploma or minimum of two (2) years' experience in a professional office environment; prior experience in customer service, payroll, taxes, benefits; or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, or job training programs) required. Other Benefits : Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
Clinical Services, Client Services Associate Castle Biosciences IncClinical Services, Client Services AssociatePhoenix, AZThis role is primarily responsible for facilitating the tissue acquisition process and coordinating with outside laboratories as needed, processing all order- and fax-related documentation with thorough and accurate tracking of all orders and materials received, and delivering general customer service support by responding promptly and professionally to routine requests for information via phone and electronic communication. Castle Biosciences Inc. is growing, and we are looking to hire a full-time Clinical Services, Client Services Associate working from our Phoenix, AZ office location, with a start date of July 15, 2026.
Client Services Liaison /Front Desk Save The Family FoundationClient Services Liaison /Front DeskMesa, ArizonaPOSITION PURPOSE : The primary role of the Client Services Liaison is to work effectively with the public to assist them in obtaining information about, and applying for, Save the Family programs a non-profit organization that provides housing and supportive services to families in need, as well as providing information to clients needing access to Case Mangers and helping with their requests for information, by answering phones, supporting data entry, providing customer service skills to the public and clients we serve. Once housed, Case Managers help parents set and achieve goals geared toward ensuring the family’s long-term housing and financial stability, which often can include securing employment, moving up in the workplace, improving financial literacy, building life-skills, and mental health.
NewClient Services Coordinator - Wealth Advisory - Shared Services Center CliftonLarsonAllen LLPClient Services Coordinator - Wealth Advisory - Shared Services CenterPhoenix, AZ$25–$32 / hourStrong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Client Services Host Floyds 99 Barbershop - ScottsdaleClient Services HostScottsdale, AZFull timeIf you're a cheerful, outgoing person who loves helping others and supporting a great team, you could be the next full-time Client Services Host at Floyd's 99 Barbershop ! Right in the heart of the action near Kierland Commons and the Arizona Boardwalk, our shop is surrounded by great food, shopping, and entertainment.
Client Services Representative (CONTRACT) Hybrid - Flexible Options Broadridge Financial Solutions IncClient Services Representative (CONTRACT) Hybrid - Flexible OptionsPhoenix, AZ$25–$30 / hourWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyones unique perspective. We are seeking a Client Services Representative who will be responsible for managing a book of business for both TPA and Non-TPA clients to ensure key deliverables are met, driving both business growth and client retention.
Client Services Supervisor - AZ, GA - On Site Vensure Employer ServicesClient Services Supervisor - AZ, GA - On SiteChandler, AZHigh School Diploma or minimum of two (2) years' experience in a professional office environment; prior experience in customer service, payroll, taxes, benefits; or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, or job training programs) required. Other Benefits : Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
Manager, Client Services Southwest StackAdapt IncManager, Client Services SouthwestAZRemoteWe're looking for a proven people leader with a strong background in AdTech, MarTech, or Programmatic advertising; someone who understands the evolving digital ecosystem and how to deliver meaningful client outcomes. Partner with cross-functional leaders to represent the Client Services perspective, sharing insights and driving solutions that improve both client and internal outcomes.
NewClient Services Coordinator Community Medical ServicesClient Services CoordinatorPhoenix, AZCommunity Medical Services (CMS) is a CARF-accredited addiction treatment program providing services in the form of outpatient medication-assisted treatment and one-on-one and group counseling to those seeking help with their opioid use disorder. For employees in the following states (TX/OH/MN/IN/WI): Motor Vehicle Valid state-issued driver's license and MVR clearance is required; a 39-month MVR is required for any applicant at the time of the interview.
Client Services Representative National Veterinary AssociatesClient Services RepresentativeTempe, AZFor positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. If you're looking to join a compassionate, high-performing team where your client service skills truly make a difference-we'd love to meet you!
Client Services Representative II Bank of America CorpClient Services Representative IIPhoenix, AZOn screen copy: Trained by the award-winning Academy at Bank of America On screen copy: The Academy at Bank of America Dedicated Support Dedicated Training Time Classroom Training I was set up for success from day one with the onboarding I received through the award-winning Academy at Bank of America. On screen copy: Best part of my job is knowing that I'm helping clients' financial lives run smoothly The best part about my job is knowing that I'm helping clients' financial lives run more smoothly.
Client Services Representative II - Bilingual Spanish Required Bank of America CorpClient Services Representative II - Bilingual Spanish RequiredPhoenix, AZOn screen copy: Trained by the award-winning Academy at Bank of America On screen copy: The Academy at Bank of America Dedicated Support Dedicated Training Time Classroom Training I was set up for success from day one with the onboarding I received through the award-winning Academy at Bank of America. On screen copy: Best part of my job is knowing that I'm helping clients' financial lives run smoothly The best part about my job is knowing that I'm helping clients' financial lives run more smoothly.
Coordinator, Client Services VestwellCoordinator, Client ServicesScottsdale, AZ$50,000–$55,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
Director of Client Services, School Marketing Vertex EducationDirector of Client Services, School MarketingChandler, AZThe Director will clarify workflows, improve team structure, coach team members, and create scalable delivery systems while also knowing when to personally step in to protect key client relationships, support urgent client needs, or accommodate targeted requests that strengthen long-term retention. RESPONSIBILITIES/ESSENTIAL FUNCTIONS: Client Sponsorship & Relationship Management: Serve as the primary sponsor, senior relationship owner, and escalation point for school clients, ensuring school leaders experience proactive communication, executive-level care, and strong partnership through changing enrollment conditions.
Client Services Representative - Full-Time National Veterinary AssociatesClient Services Representative - Full-TimeGilbert, AZFor positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. Our clinic is committed to providing progressive veterinary care to people and pets in the community through compassion, dedication and education.
PWM Client Services Team Leader U.S. BankPWM Client Services Team LeaderScottsdale, ArizonaIn 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. Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective specialist.
Client Services Representative L&E ResearchClient Services RepresentativeGlendale, ArizonaAs a member of the Client Services team, you’ll have a clear path to becoming a Senior CSR, and potential opportunities to work in other departments like Operations, Recruiting, and Data Analysis, etc. If you’ve worked in client services, hospitality, or admin support, and if you’re comfortable with Microsoft Office (Word, Excel, Teams) and OneDrive, you would be a great candidate for this job.
Client Services Supervisor 1300 Epiq Class Action & Claims Solutions, Inc.Client Services SupervisorPhoenix, AZFull timeAdditionally, this position will coordinate with internal project team members to supervise other case-specific activities supporting escalation work, updating FAQs/Scripting, quality assurance and critical client requirements. Assist the PM in responding to client inquiries and audits by understanding the needs of the client and creating plans to accommodate those needs, monitor the work, and provide presentable results to the client.
Client Services Supervisor - AZ, GA - On Site Vensure Employer Services IncClient Services Supervisor - AZ, GA - On SiteChandler, AZHigh School Diploma or minimum of two (2) years' experience in a professional office environment; prior experience in customer service, payroll, taxes, benefits; or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, or job training programs) required. Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
Client Accounting Services (CAS) Department Manager MBE CPAsClient Accounting Services (CAS) Department ManagerChandler, AZRemoteFull timeThis is a unique opportunity for an experienced CAS leader to build the practice from the ground up , establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice.
Director of Client Services NOW CFODirector of Client ServicesGlendale, AZNOW CFO is one of the nation's leading providers of flexible accounting and finance solutions, ranging from interim/fractional CFO and Controllers to project-based consulting engagements to managed accounting services. We are seeking an accomplished Director to join our Phoenix consulting team in a leadership role, focused on client delivery and expansion, new pursuits and proposals, and consultant development.
Manager, Client Tech Services LPL Financial Holdings IncManager, Client Tech ServicesTempe, AZ$76,632–$127,720 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
PWM Client Services Team Leader U.S. BancorpPWM Client Services Team LeaderScottsdale, AZ$75,820–$89,200 / 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. Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective specialist.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesPhoenix, AZ$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Wealth Management Client Services Specialist Busey BankWealth Management Client Services SpecialistPeoria, ArizonaBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Education and Training: Bachelor’s degree in business or finance and two or more years related experience in the financial services industry with high net-worth clients preferred.