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Remote Participant Services Representative Jobs in Arizona

Twelve31

Remote Customer Service Representative

Mesa, AZ · On-site +1

$37K - $46K/yr

... services information and resolving developing problems that our clients might face with precision ... Customer service representatives can put themselves in their clients' shoes and advocate for them ...

Twelve31

$37K - $46K/yr

... services information and resolving developing problems that our clients might face with precision ... Customer service representatives can put themselves in their clients' shoes and advocate for them ...

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Infographic showing various Remote Participant Services Representative job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, 2% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Senior Client Services Representative

Express Employment

Phoenix, AZ • On-site, Remote

$60K - $70K/yr

Full-time

Medical, Life, Retirement

Posted 27 days ago

Job description

Top Job
Located in Phoenix, AZ
Salary: 60k-70k
Job Title: Senior Client Services Representative, Concierge Team - Advisor Support
A growing SEC-registered RIA and TAMP platform is hiring a dedicated Senior Client Services Representative to join its Concierge / Advisor Support Team. In this role, you'll deliver high-touch operational and client service excellence to financial advisors and their clients.
This is a dynamic blend of client service and operations, where you'll partner closely with internal teams, a nationwide network of financial advisors, and their staff to ensure seamless support and outstanding experiences. If you thrive in a collaborative environment and have proven experience servicing clients or advisors in the investment industry, this is an excellent opportunity to make a real impact.
Competitive Compensation & Benefits
  • Competitive base salary based on experience + quarterly performance incentives
  • Comprehensive benefits including healthcare coverage, life insurance, and 401(k)/profit sharing with match
  • Remote flexibility with strong support for work-life balance

Day-to-Day Responsibilities
  • Respond promptly to advisor and custodian requests via phone, digital app, and email
  • Process account applications, transfers, updates, cash distributions, and resolve NIGO alerts efficiently
  • Provide concierge-level operational support that enables high-growth advisors to focus on client relationships and practice expansion
  • Collaborate with service, technical, and operational teammates in a highly interactive, team-oriented setting

What You'll Gain
  • The chance to support successful financial advisors across the country in a fast-paced, growth-oriented environment
  • Opportunities to build expertise in RIA/TAMP operations while working with modern tools and platforms
  • A supportive culture that values exceptional service and professional development

Requirements
  • 3+ years of relevant experience in financial services, ideally at a registered investment advisor, custodian, or broker-dealer
  • Professional phone presence and a genuine passion for delivering exceptional client/advisor care
  • Excellent written and verbal communication skills with strong attention to detail and follow-through
  • Proficiency with custodian platforms and industry technology
  • Experience with major custodians or broker-dealers (LPL, Morgan Stanley, Edward Jones, Schwab, Fidelity, Raymond James, Merrill Lynch, Vanguard, JP Morgan Chase, Wells Fargo, or Pershing) is a strong plus
  • Familiarity with Salesforce, Slack, and Orion is highly desirable

Location: Remote (Western US preferred; Phoenix, AZ area a plus for occasional collaboration). No securities licenses or college degree required.
#1737
Express Office: Scottsdale
15227 North 87th Street
Unit 115
Scottsdale, AZ 85260
Express Employment Professionals logo

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

Social media

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