- Percepta (Tempe, AZ)
- …degree or Bachelor's degree preferred.2 years of experience in a Sales Contact Center , hospitality industry, financial industry, or any combination thereof. * ... At Percepta, we bring first-class service across each market we support. As a...needed for their loan application. * Utilization of the client software tools as well as external tools such… more
- Percepta (Tempe, AZ)
- …or Bachelor's degree preferred.2 years of experience in a Sales Contact Center , hospitality industry, financial industry, or any combination thereof.Achieving ... At Percepta, we bring first-class service across each market we support. As a...or additional requirements needed for their loan application.Utilize the client software tools as well as external tools such… more
- Edward Jones (Tempe, AZ)
- …the capacity of the FA to provide advice, service and support for our client 's urgent financial and account related needs when their Financial Advisor is ... say we're at the center of the center .** Here at Edward Jones the client ...them are the measure of everything we do. And Service and Operations divisions are at the center… more
- Bank of America (Phoenix, AZ)
- …Financial Solutions Advisor Stage I - Registration candidate - Tatum and Shea Financial Center Phoenix, Arizona **Job Description:** At Bank of America, we're ... become an investment specialist in one of over 4,000 financial center locations nationwide. From day one,...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (Scottsdale, AZ)
- Financial Solutions Advisor - Consumer Investments - Raintree Loop 101 Financial Center Scottsdale, Arizona **Job Description:** At Bank of America, we are ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages...Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and… more
- Bank of America (Mesa, AZ)
- Relationship Banker - Signal Butte and Guadalupe Financial Center - Spanish Language Preferred Mesa, Arizona **Job Description:** At Bank of America, we are ... by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives… more
- Bank of America (Mesa, AZ)
- …environment, instilling an effective client -centric and risk culture in the center , and helping clients achieve the financial goals. Job expectations include ... Financial Center Manager Mesa, Arizona **Job... Financial Center Manager Mesa, Arizona **Job Description:** At Bank...exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- Bank of America (Phoenix, AZ)
- …environment, instilling an effective client -centric and risk culture in the center , and helping clients achieve the financial goals. Job expectations include ... Financial Center Manager Phoenix, Arizona **Job...exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- Bank of America (Phoenix, AZ)
- Fraud Client Service Representative - Retail Banking - 2nd shift Phoenix, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to ... of proficiency with computers and current technology. + Has 1+ years of customer/ client service experience, including experience handling difficult client … more
- MUFG (Tempe, AZ)
- …compliance discipline. **The right candidate will have:** - 5+ years experience in financial services/banking with a client service /operations background - ... recruitment team will provide more details. We're seeking a Client Service Officer to act as the...Experience in Treasury Management and working at a call center - Excellent communication, customer service , and… more
- Bank of America (Phoenix, AZ)
- …and financial controls **Required Qualifications:** + Has 1+ years of customer/ client service experience, including experience handling difficult client ... integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives....industry. + 1+ years of experience working in a client service capacity. **Skills:** + Attention to… more
- Bank of America (Phoenix, AZ)
- …proficiency with computers and current technology. + * Has 1+ years of customer/ client service experience, including experience handling difficult client ... integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives....+ * 1+ years of experience working in a client service capacity. **Skills Used in this… more
- BMO Financial Group (Tempe, AZ)
- …referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one ... writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal...- $80,400.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary… more
- Bank of America (Chandler, AZ)
- …** **Desired Qualifications:** + Experience in a call center or a financial /banking center + Customer service experience + Understands Retirement plans ... Financial Service Representative- Retirement and Benefits...contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client… more
- Bank of America (Chandler, AZ)
- … Client Services Representative, you will work in an inbound contact center providing exceptional service to our Merrill Wealth Management clients regarding ... Job Summary: Associate is accountable for providing quality customer service support within their business unit for some Advisory,...responsible manner Desired skills: + Experience working in a client focus environment + Knowledge of financial … more
- Bank of America (Chandler, AZ)
- …with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales ... financial industry + Experience working in a call center + Experience in telephone sales **Skills:** + Attention...Interpret Relevant Laws, Rules, and Regulations + Adaptability + Client Experience Branding + Customer Service Management… more
- Bank of America (Phoenix, AZ)
- …skills, a track record of team-based engagement, and a collaborative, client service -oriented mindset. Experience in developing and delivering educational ... Merrill Center for Family Wealth Principal Los Angeles, California;Seattle,...written and oral communication skills. The role supports the Financial Advisor/ Client relationship, requiring the candidate to… more
- IQVIA (Phoenix, AZ)
- …staff within the specific manufacturer program. Additionally, this role provides strategic client management, coupled with virtual program call center oversight ... to limit company expenses + Monitor and verify call center staff phone calls with patients, providers, and third-party...Delegated to be the direct point of contact with client + Provide product/ service information to customers,… more
- JPMorgan Chase (Gilbert, AZ)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and… more
- US Bank (Phoenix, AZ)
- …need. Job postings in areas with a high volume of applicants, such as customer service , contact center , and Financial Crimes investigations, remain open for ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
