Client Accounting Services Department Manager (Greater Phoenix Area) MBE CPAsClient Accounting Services Department Manager (Greater Phoenix Area)Phoenix, 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. Required Qualifications10+ years of experience in accounting and Client Accounting Services.5+ years in a leadership or senior management role within CAS or outsourced accounting.
Senior Client Services Associate BroadridgeSenior Client Services AssociatePhoenix, ArizonaWe are seeking a Sr 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. 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.
Advisor, Client Accounting & Advisory Services Aprio Technologies, Inc.Advisor, Client Accounting & Advisory ServicesPhoenix, AZ$110,900–$172,200 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Atlanta, GA / Austin, TX / Boston, MA / Charlotte, NC / Chicago, IL / Dallas, TX / Denver, CO / Fort Lauderdale, FL / Houston, TX / Nashville, TN / Philadelphia, PA / Phoenix, AZ / Raleigh, NC / Rockville, MD / Washington, D.C. Client Accounting Services - Professional Services CAS /.
Client Services Associate/Executive Assistant Tier4 GroupClient Services Associate/Executive AssistantPhoenix, ArizonaSupport financial advisors by analyzing reports, summarizing data, and preparing client deliverables . Ability to multi-task and prioritize across financial planning, tax, and investment services.
Consulting Controller - Client Advisory Services (Full-time, W-2) Vessel AdvisorsConsulting Controller - Client Advisory Services (Full-time, W-2)Phoenix, ArizonaRemoteTrue 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.
Senior Client Service Account Associate JPMorgan Chase & CoSenior Client Service Account AssociateTempe, AZAs a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Retirement Services Specialist The Charles Schwab CorpRetirement Services SpecialistPhoenix, AZAs a Retirement Services Specialist, you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound phone calls relating to IRA and Small Business accounts. You will provide "best in class" service by: Having a passion for client service, positive energy, and problem-solving skills to connect with our clients and colleagues via inbound and outbound calls.
Consultant - Equity Management Services Equity Methods LLCConsultant - Equity Management ServicesScottsdale, AZUpdate participant demographic and tax updates including address changes, terminations, tax updates, YTD taxes, performance payout factors, and tracking disposition for ISOs and ESPP. This role perfectly blends hands-on technical proficiency in stock plan administration with a client-first mindset, offering unique exposure to how public companies run their equity programs.
Client Service Assistant ExcitingClient Service AssistantPhoenix, ArizonaAdministrative and Operational Support: support the program and one or more Financial Advisors with various administrative and operational tasks such as processing paperwork, assisting with operational tasks for client accounts and transactions, system data entry, CRM updates and documentation, researching questions/issues with or providing assistance to internal and external business and product partners, etc. The Client Service Assistant (CSA) provides support to Financial Advisors and the Wealth Management program to build new and maintain existing client relationships and support the program in reaching our sales and service goals.
Client Service Senior Associate JPMorgan Chase & CoClient Service Senior AssociateTempe, AZInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Project Manager Permitting and Environmental Services NV5 Global IncProject Manager Permitting and Environmental ServicesPhoenix, AZThis role provides senior-level technical review, proposal development, project management, and regulatory coordination under federal and state (primarily Arizona and New Mexico) environmental programs, including APP, AzPDES, RCRA, CERCLA, IRP, WQARF, LUST, and Voluntary Remediation Programs. The Project Manager - Permitting & Environmental Services is responsible for leading complex environmental projects involving permitting, environmental site assessments, regulatory compliance, and remediation support for municipal, mining, and industrial clients.
NewClient Service Associate JPMorgan Chase & CoClient Service AssociateTempe, AZInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Advisory Director Client Relationship Executive - Transformation Grant Thornton International LtdAdvisory Director Client Relationship Executive - TransformationPhoenix, AZ$190,000–$300,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
NewSenior Architect - Engineer / Application and Database Services Bank of America CorpSenior Architect - Engineer / Application and Database ServicesChandler, AZ$140,500–$205,000 / yearRequired Qualifications:Leadership SkillsExcellent written, verbal, and interpersonal communication skills, with a proven ability to build strong relationships across business and technology organizations.10+ years experience providing end-to-end architecture, design guidance, and governance for large-scale strategic initiatives. We are seeking an experienced and highly motivated Chief Engineer (CE) / Architect to support the Core Technology Infrastructure (CTI) Application and Database Services organization in the strategy, architecture, design, and delivery of enterprise infrastructure services.
Client Service Representative Lee Hecht HarrisonClient Service RepresentativeTempe, AZ$19–$23 / hourYou'll also be creating quotes, receiving purchase orders, providing shipping and tracking information as well as assisting with warranty returns and replacements when a product is damaged during shipment. In this role you will be taking inbound calls from current clients and assisting them with invoicing and billing needs, as well as answering their general questions via email.
Client Service Coordinator #1190 Banfield Pet HospitalClient Service Coordinator #1190Gilbert, AZ$15–$18.69 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in the lives of pets and the clients we serve through client education and effective communication.
Client Service Coordinator 1270 Banfield Pet HospitalClient Service Coordinator 1270Scottsdale, AZ$15–$18.69 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
Client Service Coordinator Banfield Pet HospitalClient Service CoordinatorMesa, AZ$15–$18.69 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
NewClient Service Representative Banfield Pet HospitalClient Service RepresentativeMesa, AZ$15–$18.69 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. A career at Banfield means you''ll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in the lives of pets and the clients we serve through client education and effective communication.
Licensed Financial Services Representative The Charles Schwab CorpLicensed Financial Services RepresentativePhoenix, AZRemoteExample shift groups: Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned. You'll serve as a trusted voice on the phone-listening actively, building confidence, and taking ownership to resolve complex needs with care and clarity.