Direct Hire We are seeking an experienced Senior Client Services Representative to support ... This is an excellent opportunity for someone with a strong background in RIA, broker-dealer ...
New
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Direct Hire We are seeking an experienced Senior Client Services Representative to support ... This is an excellent opportunity for someone with a strong background in RIA, broker-dealer ...
New
Director Patient Financial Services
Phoenix, AZ · On-site
$133 - $198/hr
Director Patient Financial Services Featured Job Valleywise Health is seeking an experienced and strategic Director of Patient Financial Services (PFS) to provide operational leadership for all ...
Posted today
Director Patient Financial Services
Phoenix, AZ · On-site
$133 - $198/hr
Director Patient Financial Services Featured Job Valleywise Health is seeking an experienced and strategic Director of Patient Financial Services (PFS) to provide operational leadership for all ...
Posted today
Director Patient Financial Services
$133K - $198K/yr
Valleywise Health is seeking an experienced and strategic Director of Patient Financial Services (PFS) to provide operational leadership for all patient financial services functions across our ...
Director Patient Financial Services
$133K - $198K/yr
Valleywise Health is seeking an experienced and strategic Director of Patient Financial Services (PFS) to provide operational leadership for all patient financial services functions across our ...
Director Patient Financial Services
Phoenix, AZ · On-site
$63.97 - $94.36/hr
Valleywise Health is seeking an experienced and strategic Director of Patient Financial Services (PFS) to provide operational leadership for all patient financial services functions across our ...
Director Patient Financial Services
Phoenix, AZ · On-site
$63.97 - $94.36/hr
Valleywise Health is seeking an experienced and strategic Director of Patient Financial Services (PFS) to provide operational leadership for all patient financial services functions across our ...
Director Patient Financial Services
Phoenix, AZ · On-site
$133K - $198K/yr
Valleywise Health is seeking an experienced and strategic Director of Patient Financial Services (PFS) to provide operational leadership for all patient financial services functions across our ...
Director Patient Financial Services
Phoenix, AZ · On-site
$133K - $198K/yr
Valleywise Health is seeking an experienced and strategic Director of Patient Financial Services (PFS) to provide operational leadership for all patient financial services functions across our ...
If you are a candidate seeking a job, pls. submit a CV no fees to applicants Director of Patient Financial Services, BOM, hands on Director needed for Az. hospital.. Will have overall responsibility ...
If you are a candidate seeking a job, pls. submit a CV no fees to applicants Director of Patient Financial Services, BOM, hands on Director needed for Az. hospital.. Will have overall responsibility ...
Financial Analyst
Scottsdale, AZ · On-site
$80K - $90K/yr
This role reports to the Finance Director and partners closely with the Finance Director and ... Experience within an RIA, wealth management firm, or financial services environment.Familiarity ...
New
Quick apply
Financial Analyst
Scottsdale, AZ · On-site
$80K - $90K/yr
This role reports to the Finance Director and partners closely with the Finance Director and ... Experience within an RIA, wealth management firm, or financial services environment.Familiarity ...
New
Financial Analyst
Scottsdale, AZ · On-site
$80K - $90K/yr
This role reports to the Finance Director and partners closely with the Finance Director and ... Experience within an RIA, wealth management firm, or financial services environment. * Familiarity ...
New
Financial Analyst
Scottsdale, AZ · On-site
$80K - $90K/yr
This role reports to the Finance Director and partners closely with the Finance Director and ... Experience within an RIA, wealth management firm, or financial services environment. * Familiarity ...
New
Direct Hire Start Date: September 28 Launch Your Career in Financial Services This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations. Whether ...
Direct Hire Start Date: September 28 Launch Your Career in Financial Services This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations. Whether ...
Financial Services Professional
Tempe, AZ · On-site
$52K/yr
Launch Your Career in Financial Services This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations. Whether you're coming from financial services ...
Quick apply
Financial Services Professional
Tempe, AZ · On-site
$52K/yr
Launch Your Career in Financial Services This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations. Whether you're coming from financial services ...
Launch Your Career in Financial Services This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations. Whether you're coming from financial services ...
Launch Your Career in Financial Services This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations. Whether you're coming from financial services ...
Director, Client Service
Tempe, AZ · On-site
$120 - $160/hr
The Director, Client Service leads the client-facing Service contact center. Client's are defined ... Experience in broker-dealer, RIA, wealth management, or financial services required. Certificates ...
Director, Client Service
Tempe, AZ · On-site
$120 - $160/hr
The Director, Client Service leads the client-facing Service contact center. Client's are defined ... Experience in broker-dealer, RIA, wealth management, or financial services required. Certificates ...
Financial Services Professional
Tempe, AZ · On-site
$52K/yr
Direct Hire Start Date: September 28 Launch Your Career in Financial Services Are you looking for more than just your next job? We're seeking motivated, customer-focused professionals who are ...
Quick apply
Financial Services Professional
Tempe, AZ · On-site
$52K/yr
Direct Hire Start Date: September 28 Launch Your Career in Financial Services Are you looking for more than just your next job? We're seeking motivated, customer-focused professionals who are ...
Direct Hire Start Date: September 28 Launch Your Career in Financial Services Are you looking for more than just your next job? We're seeking motivated, customer-focused professionals who are ...
Direct Hire Start Date: September 28 Launch Your Career in Financial Services Are you looking for more than just your next job? We're seeking motivated, customer-focused professionals who are ...
Financial Services Professional
Tempe, AZ · On-site
$52K/yr
Direct Hire Start Date: September 28 Launch Your Career in Financial Services Are you looking for more than just your next job? We're seeking motivated, customer-focused professionals who are ...
Quick apply
Financial Services Professional
Tempe, AZ · On-site
$52K/yr
Direct Hire Start Date: September 28 Launch Your Career in Financial Services Are you looking for more than just your next job? We're seeking motivated, customer-focused professionals who are ...
Direct Hire Start Date: September 28 Launch Your Career in Financial Services Are you looking for more than just your next job? We're seeking motivated, customer-focused professionals who are ...
Direct Hire Start Date: September 28 Launch Your Career in Financial Services Are you looking for more than just your next job? We're seeking motivated, customer-focused professionals who are ...
This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations -- a Fortune 500 company with nearly $17 billion in annual revenue and a track record of ...
This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations -- a Fortune 500 company with nearly $17 billion in annual revenue and a track record of ...
Sales Associate | Bilingual in Spanish
Phoenix, AZ · On-site
$14.70/hr
Description Ria Money Transfer, a business segment of Euronet Worldwide, Inc. (NASDAQ: EEFT), delivers innovative financial services including fast, secure, and affordable global money transfers to ...
Sales Associate | Bilingual in Spanish
Phoenix, AZ · On-site
$14.70/hr
Description Ria Money Transfer, a business segment of Euronet Worldwide, Inc. (NASDAQ: EEFT), delivers innovative financial services including fast, secure, and affordable global money transfers to ...
Financial Services Associate
Mesa, AZ · On-site
Summary The Financial Services Associate meets with applicants and students regarding their ... Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs. The SFA ...
Financial Services Associate
Mesa, AZ · On-site
Summary The Financial Services Associate meets with applicants and students regarding their ... Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs. The SFA ...
This role is an Account Director role that will report into the Banking & Financial Services (BFS) Sales Business Unit (SBU) and work closely with the segment leadership team. You will have ...
This role is an Account Director role that will report into the Banking & Financial Services (BFS) Sales Business Unit (SBU) and work closely with the segment leadership team. You will have ...
Director Ria Financial Services information
What is the difference between Director Ria Financial Services vs Compliance Manager Ria Financial Services?
| Aspect | Director Ria Financial Services | Compliance Manager Ria Financial Services |
|---|---|---|
| Credentials | Relevant financial certifications, leadership experience | Compliance certifications, regulatory knowledge |
| Work Environment | Strategic leadership, executive meetings | Regulatory adherence, risk assessment |
| Employer & Industry Usage | Financial services, money transfer industry | Financial services, compliance departments |
The Director Ria Financial Services oversees strategic operations and business growth, while the Compliance Manager focuses on regulatory adherence and risk management. Both roles require financial industry knowledge, but the Director has broader leadership responsibilities, whereas the Compliance Manager specializes in compliance and risk mitigation within Ria Financial Services.
What are the most commonly searched types of Ria Financial Services jobs in Arizona?
The most popular types of Ria Financial Services jobs in Arizona are:
What are popular job titles related to Director Ria Financial Services jobs in Arizona?
For Director Ria Financial Services jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Director Ria Financial Services jobs in Arizona look for?
The top searched job categories for Director Ria Financial Services jobs in Arizona are:
$60K/yr
Full-time
Posted 2 days ago
New
Job description
Top Job
Located in Scottsdale, AZ
Salary: $60,000/year
Senior Client Services Representative - Financial Services
Salary: $60,000/year
Employment Type: Direct Hire
We are seeking an experienced Senior Client Services Representative to support financial advisors and their clients with day-to-day account servicing and operational needs. This is an excellent opportunity for someone with a strong background in RIA, broker-dealer, custodian, or wealth management operations who enjoys problem-solving and providing high-level service.
What You'll Do
What We're Looking For
Why Join?
This is an opportunity to join a growing, fast-paced financial services organization supporting successful financial advisors across the country. You'll work with modern technology and industry platforms while building deeper expertise in RIA and wealth management operations.
Compensation: $60,000 annually
If you have a strong financial services operations background and enjoy being the person advisors can rely on to get things done, we'd love to hear from you.
#1737
Express Office: Scottsdale
15227 North 87th Street
Unit 115
Scottsdale, AZ 85260
Located in Scottsdale, AZ
Salary: $60,000/year
Senior Client Services Representative - Financial Services
Salary: $60,000/year
Employment Type: Direct Hire
We are seeking an experienced Senior Client Services Representative to support financial advisors and their clients with day-to-day account servicing and operational needs. This is an excellent opportunity for someone with a strong background in RIA, broker-dealer, custodian, or wealth management operations who enjoys problem-solving and providing high-level service.
What You'll Do
- Provide responsive, professional support to financial advisors and clients
- Process new account applications and account maintenance requests
- Handle money movement, distributions, transfers, rollovers, and ACATs
- Review paperwork and resolve NIGO (Not in Good Order) items
- Research and resolve account-related questions and operational issues
- Communicate with advisors regarding account status, required documentation, and next steps
- Navigate custodian and broker-dealer platforms to process and track requests
- Maintain accurate client and account information within internal systems
- Provide consistent follow-through to ensure requests are completed accurately and on time
What We're Looking For
- 3+ years of financial services experience, ideally within an RIA, custodian, broker-dealer, or wealth management environment
- Hands-on experience with account processing, transfers, money movement, and NIGO resolution
- Experience with major custodians or broker-dealers such as Charles Schwab, Fidelity, LPL Financial, Morgan Stanley, Edward Jones, Raymond James, Merrill Lynch, Vanguard, JPMorgan Chase, Wells Fargo, or Pershing is highly desirable
- Familiarity with industry technology such as Salesforce, Orion, and Slack is a plus
- Strong written and verbal communication skills
- Professional phone presence and a client/advisor service mindset
- Excellent attention to detail, organization, and follow-through
- Ability to manage multiple requests and priorities in a fast-paced environment
Why Join?
This is an opportunity to join a growing, fast-paced financial services organization supporting successful financial advisors across the country. You'll work with modern technology and industry platforms while building deeper expertise in RIA and wealth management operations.
Compensation: $60,000 annually
If you have a strong financial services operations background and enjoy being the person advisors can rely on to get things done, we'd love to hear from you.
#1737
Express Office: Scottsdale
15227 North 87th Street
Unit 115
Scottsdale, AZ 85260
About Express Employment Professionals
Sourced by ZipRecruiter
Express Employment Professionals, based in Oklahoma City, OK, USA, operates in the staffing industry and is renowned for providing robust and reliable staffing solutions. Their official website - expresspros.com - details their variety of services, which include temporary and full-time staffing, human resources services, and professional search. The company was established in 1983 with the aim of helping as many people as possible to find good jobs, and since then, it has grown exponentially, expanding its reach to various domains within the job market.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Oklahoma City, OK, US