Talent.com
New Jersey Licensed Client Service Associate
New Jersey Licensed Client Service AssociateVirtualVocations • Mesa, Arizona, United States
serp_jobs.error_messages.no_longer_accepting
New Jersey Licensed Client Service Associate

New Jersey Licensed Client Service Associate

VirtualVocations • Mesa, Arizona, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Client Service Associate to join a fast-paced team in the financial services sector.

Key Responsibilities

Prepare client meeting agendas, gather client data, and prepare reports

Attend and take notes during client meetings, documenting and tracking tasks

Maintain records in CRM and portfolio management software while providing support to advisors and clients

Required Qualifications

1-3 years of experience in financial planning / investment management

Experience with Money Guide Pro / eMoney and / or Redtail CRM is a plus

Willingness to obtain Series 7 and Life & Health licenses

Client Service Plus work style

Detail-oriented with the ability to manage time and tasks effectively

serp_jobs.job_alerts.create_a_job

Client Service Associate • Mesa, Arizona, United States

Job_description.internal_linking.related_jobs
Associate Attorney - Civil Litigation

Associate Attorney - Civil Litigation

CyberCoders • Phoenix, AZ, US
serp_jobs.job_card.full_time
Associate Attorney - Civil Litigation.Established (25+ Years) Litigation Firm Seeking Insurance Defense Attorney in Phoenix (Hybrid Flexibility). An established litigation firm with over 25 years in...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Inside Sales - Client Relations Specialist

Inside Sales - Client Relations Specialist

GRAND CANYON LAW GROUP LLC • Mesa, AZ, US
serp_jobs.job_card.full_time
Grand Canyon Law Group is Arizona’s top criminal defense firm, known for our unmatched dedication to protecting our clients' rights and securing their futures. We are seeking a dynamic and...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Customer Service Associate

Customer Service Associate

Walgreens • San Tan Valley, AZ, US
serp_jobs.job_card.full_time
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.Eng...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Seasonal Tax Associate - Local

Seasonal Tax Associate - Local

Intuit • BAPCHULE, AZ, US
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Consultant 2 (Banker) - Anthem at Merill Safeway, AZCategoryBranch BankingJob Id2025-0017783LocationFlorence, AZ, United StatesPosting Start Date07 / 31 / 2025Anticipated Posting End Date08 / 08 / 2025Job TypeFull time

Client Relationship Consultant 2 (Banker) - Anthem at Merill Safeway, AZCategoryBranch BankingJob Id2025-0017783LocationFlorence, AZ, United StatesPosting Start Date07 / 31 / 2025Anticipated Posting End Date08 / 08 / 2025Job TypeFull time

US Bank • Florence, AZ, US
serp_jobs.job_card.full_time
Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Relationship Consultant 3 (Banker) - North Power Road - Mesa, AZ (38 hrs)CategoryBranch BankingJob Id2025-0024955LocationMesa, AZ, United StatesPosting Start Date10 / 10 / 2025Anticipated Posting End Date10 / 31 / 2025Job TypeFull time

Client Relationship Consultant 3 (Banker) - North Power Road - Mesa, AZ (38 hrs)CategoryBranch BankingJob Id2025-0024955LocationMesa, AZ, United StatesPosting Start Date10 / 10 / 2025Anticipated Posting End Date10 / 31 / 2025Job TypeFull time

US Bank • Mesa, AZ, US
serp_jobs.job_card.full_time
Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Tax Associate

Tax Associate

Intuit • BAPCHULE, AZ, US
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Customer Service Associate I

Customer Service Associate I

Family Dollar • Mesa, AZ, US
serp_jobs.job_card.full_time
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following : .Assist customers with q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Tax Filer - 2+ Yrs Paid Tax Experience Required

Tax Filer - 2+ Yrs Paid Tax Experience Required

Intuit • STANFIELD, AZ, US
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Service Team

Service Team

Panda Restaurant Group • Casa Grande, AZ, US
serp_jobs.job_card.full_time
Join us as a Service Team Associate.We’re looking for friendly team players to create a warm environment for our guests and provide great service for our guests. Thrive in a safe and supportive work...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Client Support Associate

Client Support Associate

Jackson Hewitt • Casa Grande, AZ, US
serp_jobs.job_card.full_time +1
Seasonal Client Support Associate.We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relat...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Tax Associate - 2+ Yrs Paid Tax Experience Required

Tax Associate - 2+ Yrs Paid Tax Experience Required

Intuit • BAPCHULE, AZ, US
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Customer Service Associate I

Customer Service Associate I

Dollar Tree • Mesa, AZ, US
serp_jobs.job_card.part_time
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following : .Assist customers with q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Work From Home - Client Services Associate

Work From Home - Client Services Associate

AO Garcia Agency • Scottsdale, Arizona, United States, 85250
serp_jobs.filters.remote
serp_jobs.job_card.full_time
Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals.In 2020, we tr...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Tax Associate - Local

Tax Associate - Local

Intuit • BAPCHULE, AZ, US
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Customer Service Associate - Temporary

Customer Service Associate - Temporary

Walgreens • Mesa, AZ, US
serp_jobs.job_card.full_time
Customer Service Associate - Temporary.Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, frien...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Relationship Consultant 2 (Banker) - Anthem at Merill Safeway, AZ

Client Relationship Consultant 2 (Banker) - Anthem at Merill Safeway, AZ

U.S. Bancorp • Florence, AZ, US
serp_jobs.job_card.full_time
Bank, we are on a journey to do our 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 ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Tax Associate - Onsite

Tax Associate - Onsite

Intuit • BAPCHULE, AZ, US
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required

Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required

Intuit • PARADISE VALLEY, AZ, US
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Audit Associate

Audit Associate

Gpac • Maricopa, Arizona, United States
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Well-respected local CPA firm in the area is looking to add an .This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the fi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30