Sales associate and customer service jobs in Phoenix, AZ - 2,663 jobs
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Customer Service - Recent Graduates - 3 days' work week, PTO, Comprehensive benefits, Opportunities for advancement - Phoenix, AZ
Medaire 4.0
Sales associate and customer service job in Phoenix, AZ
This is an exciting opportunity to work for a global company with opportunities for advancement. We are the world's leading medical and travel security risk services company and work with private and commercial airlines to provide crew members and travelers with medical and security advice in their time of need.
Our customerservice team is responsible for providing all types of assistance for medical, security, and logistical-related requests originating from our Global Response Centre to our clients. We deliver high-quality service, through effective case management, bringing swift and accurate resolution to situations presented. Execute cases with high standard customerservice and work collaboratively between operations, medical, and security specialists.
Our team provides an empathetic and efficient delivery of the whole range of 24-hour assistance services and general customerservice programs to our clients.
Required Work Experience
1 - 2 years of experience in logistics and customerservice is required.
Experience working in logistics, travel, and/or healthcare sector is desirable·
Experience in a phone-based or call center environment is desirable.
Experience working in a fast-paced, demanding environment.
If interested, please apply Submit application for International Operations Specialist Trainee
$27k-34k yearly est. 4d ago
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Commercial Lines CSR
Insurance Recruiter Services
Sales associate and customer service job in Phoenix, AZ
$40,000 per year to $55,000 per year
is in office in Northeastern Phoenix near Scottsdale AZ and is NOT remote
The Commercial Insurance CustomerService Representative (CSR) plays a critical role in supporting our small business commercial clients by delivering exceptional service, maintaining policy accuracy, and ensuring a smooth client experience from onboarding through renewal.
This role partners closely with Producers to support businesses such as contractors, professional services, retail, hospitality, and other local enterprises. You'll be the trusted point of contact helping business owners protect what they've built.
Core Duties and Responsibilities:
Client Service & Support
Provide day-to-day service support for a portfolio of small business commercial accounts including a segment of house accounts
Serve as a primary point of contact for commercial clients regarding policy changes, certificates, endorsements, and coverage questions
Respond to client inquiries in a timely, professional manner
Build strong, long-term relationships with clients through consistent, high-quality service
Policy & Account Management
Process endorsements, renewals, audits, cancellations, and policy changes
Prepare and issue certificates of insurance (COIs) and evidence of property insurance (EPIs)
Review policies, confirms endorsements, and binders for accuracy
Maintain complete and accurate documentation in the agency management system
Renewals & Marketing Support
Assist with renewal preparation, including gathering underwriting information and documentation
Support account managers and producers with marketing submissions and proposals
Track follow-ups, suspense items, and carrier responses
Carrier & Internal Coordination
Communicate with insurance carriers to obtain policy information, endorsements, and documentation
Collaborate with producers, account managers, and internal teams to ensure seamless service delivery
Escalate issues when appropriate to maintain client satisfaction
What You'll Be Supporting
General Liability
Business Owners Policies (BOPs)
Commercial Auto
Workers' Compensation
Professional Liability (E&O)
Property & Umbrella Coverage
(Experience with small business package policies is a plus)
Qualifications & Skills
Required:
Active Property & Casualty insurance license
2+ years of experience in commercial insurance service or account management
Strong understanding of commercial insurance coverages and terminology
Excellent organizational, communication, and customerservice skills
Ability to manage multiple priorities and meet deadlines
Proficiency with agency management systems (AMS360 experience preferred)
Preferred:
Experience within the independent agency model
Familiarity with certificates, endorsements, and renewal workflows
Why Join Us?
Collaborative, people-first culture
Opportunity to work with experienced professionals in a growing agency
Competitive compensation and benefits
Career development and ongoing training opportunities
Who You Are
You're a service-minded professional who takes pride in accuracy, responsiveness, and building trust. You enjoy supporting a team, solving problems, and helping clients protect what matters most.
Essential Physical Requirements
Must be able to work from a sitting position for extended periods of time.
Must be willing and able to work in front of a computer monitor for extended periods of time.
Must be able to work on a standard computer keyboard for extended periods of time.
Must be able to work in a cubical environment during the workday with limited or no distraction.
Employee Benefits Include:
Medical Plan
Dental Plan
Vision Plan
401k
Live Health Online
Life Insurance
Disability
Supplemental Benefits
No waiting period to use accrued PTO
Training
Employee Assistance Program
National Discounts & much more!
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization
$40k-55k yearly 4d ago
Registered Client Service Associate
Ameriprise Financial 4.5
Sales associate and customer service job in Phoenix, AZ
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client ServiceAssociate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities:
* Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
* Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
* Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
* Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
* Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Required Qualifications:
* Bachelors degree or equivalent.
* 3 - 5 years relevant experience required.
* Series 7 or ability to obtain within 150 days.
* State securities agent registration (S63 or S66) or ability to obtain within 150 days.
* Experience working in a client service environment.
* Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
* Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
* Able to communicate with all levels within the organization. Process oriented and can work with a team.
* Strong computer and software skills.
Preferred Qualifications:
* State IAR registration (S65 or S66) or ability to obtain within 150 days.
* Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AAG Ameriprise Advisor Group
$37k-46k yearly est. 2d ago
Customer Engagement Specialist
Avesis
Sales associate and customer service job in Phoenix, AZ
Join us for an exciting career with the leading provider of supplemental benefits!
Our Promise
Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
As a Customer Engagement Specialist in our Dental Medicaid Call Center, you will be the vital link between our members and their dental care needs. In this rewarding role, you'll provide compassionate support and expert guidance to Medicaid recipients, helping them navigate their benefits and access essential services. Your ability to address inquiries and resolve issues will directly impact the health and satisfaction of our clients, making you a key player in our mission to improve access to dental care. Join a dynamic team dedicated to making a difference in the lives of underserved communities while advancing your career in a supportive and collaborative environment!
At Avesis, our team is dedicated to ensuring that Medicaid recipients have access to the dental care they need. We serve as a trusted resource, guiding members through their dental benefits and helping them understand their options. By providing clear information and addressing any questions or concerns, we empower clients to make informed decisions about their oral health. Our department's purpose is to enhance the member experience by facilitating access to vital dental services, ultimately contributing to better health outcomes in our communities. Through our commitment to customerservice, we strive to support those who may face barriers in navigating the healthcare system. Candidates must be able to work 40 hours/week, Monday - Friday, with shift availability between 7:00 a.m. and 8:00 p.m. Central Time.
Essential Job Functions:
Answer 40-60 inbound calls, responding to inquiries ranging from routine to moderate complexity.
Capture member information accurately and update systems with complete and concise data.
Ensure flexibility, stay organized, and comply with constantly changing programs and business rules.
Investigate issues that cannot be resolved at the time of initial call. Collaborate with internal teams to research and follow up with the Member until a resolution occurs.
Comfortable working in the healthcare field, with an acute awareness for privacy, confidentiality, HIPAA requirements and professionalism.
Ability to determine proper issue escalation - joining forces with other internal departments for answers, therefore closing the loop and providing a solution for the Member.
Minimum Requirements:
High School Diploma or equivalent required.
2+ years of experience in a healthcare customerservice role.
1+ year of experience in a high-volume call center.
Ability to work 40 hours/week, Monday - Friday, with availability between 7:00 a.m. and 8:00 p.m. Eastern Time is required.
Proficient computer skills including Microsoft Word, Excel, Outlook required.
Capacity to work unencumbered and independently in a home office/virtual environment.
Internet connection must be through a cable broadband or fiber optic internet service provider with speeds of at least 50 Mbps download/25 Mbps upload required. *No mobile hot spots permitted.
Proficiency to navigate multiple computer software/systems and multi-screen functionality with ease.
Demonstrated sensitivity, empathy, and compassion with Member callers.
Able to maintain confidentiality and adhere to HIPAA requirements.
Excellent written communication: ability to document caller interactions in a concise manner.
Active listening skills while providing exceptional customerservice.
Excellent verbal communication skills with the ability to present information in an empathetic, clear, way. Must be adaptable, flexible, and readily able to adjust to changing situations.
Able to apply logical thinking when evaluating problems.
Adept to interacting with diverse populations.
Overtime may be required at times during peak seasons.
Preferred Requirements
Associate's Degree in Business, Management, or Operations.
2+ years of experience in dental insurance or a dental office.
Exposure to Medicare, Medicare Advantage, or Medicaid insurance claims.
Fluency in Spanish highly desired.
At Avsis, we strive to design equitable, and competitive compensation programs. Base pay within the range is ultimately determined by a candidate's skills, expertise, or experience. In the United States, we have three geographic pay zones. For this role, our current pay ranges for new hires in each zone are:
Zone A: $16.68-$27.81 Zone B: $18.14-$30.24 Zone C: $19.55-$32.59 FLSA Status: Hourly/Non-Exempt
This role may also be eligible for benefits, bonuses, and commission.
Please visit Avesis Pay Zones for more information on which locations are included in each of our geographic pay zones. However, please confirm the zone for your specific location with your recruiter.
We Offer
Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way.
Competitive compensation package.
Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period.
Life and disability insurance.
A great 401(k) with company match.
Tuition assistance, paid parental leave and backup family care.
Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent.
Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
Employee Resource Groups that advocate for inclusion and diversity in all that we do.
Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability.
How To Stay Safe
Avsis is aware of fraudulent activity by individuals falsely representing themselves as Avsis recruiters. In some instances, these individuals may even contact applicants with a job offer letter, ask applicants to make purchases (i.e., a laptop or gift cards) from a designated vendor, have applicants fill out W-2 forms, or ask that applicants ship or send packages of goods to the company.
Avsis would never make such requests to applicants at any time throughout our job application process. We also would never ask applicants for personal information, such as passport numbers, bank account numbers, or social security numbers, during our process. Our recruitment process takes place by phone and via trusted business communication platform (i.e., Zoom, Webex, Microsoft Teams, etc.). Any emails from Avsis recruiters will come from a verified email address ending in @ Avsiscom.
We urge all applicants to exercise caution. If something feels off about your interactions, we encourage you to suspend or cease communications. If you are unsure of the legitimacy of a communication you have received, please reach out to .
To learn more about protecting yourself from fraudulent activity, please refer to this article link (articles/how-avoid-scam). If you believe you were a victim of fraudulent activity, please contact your local authorities or file a complaint (Link: #/) with the Federal Trade Commission. Avsis is not responsible for any claims, losses, damages, or expenses resulting from unaffiliated individuals of the company or their fraudulent activity.
Equal Employment Opportunity
At Avsis, We See You. We celebrate differences and are building a culture of inclusivity and diversity. We are proud to be an Equal Employment Opportunity employer that considers all qualified applicants and does not discriminate against any person based on ancestry, age, citizenship, color, creed, disability, familial status, gender, gender expression, gender identity, marital status, military or veteran status, national origin, race, religion, sexual orientation, or any other characteristic. At Avsis, we believe that, to operate at the peak of excellence, our workforce needs to represent a rich mixture of diverse people, all focused on providing a world-class experience for our clients. We focus on recruiting, training and retaining those individuals that share similar goals. Come Dare to be Different at Avsis, where We See You!
Sales associate and customer service job in Scottsdale, AZ
Our client is seeking a CustomerService Specialist for a contract to hire opportunity in Scottsdale Arizona. This role is ideal for a high-energy, people-driven professional who is passionate about growth, connection, and delivering exceptional customer experiences in a fast-paced, personal development-focused environment.
Company Profile:
Professional Services
In buisness over 20 years
CustomerService Specialist Your Role:
This CustomerService Specialist role is focused on building relationships, fostering engagement, and ensuring customers feel supported, inspired, and accountable to their growth. The CustomerService Specialist will play a critical role in customer experience, community building, and ongoing enrollment support.
Serve as a primary CustomerService Specialist, delivering exceptional customer experience and engagement across programs and events
Support live courses, calls, and events by welcoming customers, setting the tone, and ensuring readiness and participation
Build and maintain strong, long-term customer relationships through consistent check-ins and accountability support
Engage customers through social media and internal platforms to strengthen community, momentum, and connection
Support growth initiatives by educating customers on continued development opportunities, referrals, and enrollment options
Track customer engagement, maintain accurate records, and participate in team planning and debrief sessions
Provide administrative and operational support to ensure seamless execution of customer-facing activities
CustomerService Specialist Background Profile:
2+ years of experience in a CustomerService Specialist, Customer Support, Customer Success, or client-facing role
Experience supporting live events, programs, or customer communities preferred
Strong communication skills with a warm, confident, and professional presence
High comfort level learning systems, databases, and internal processes
Features and Benefits while On Contract:
We go beyond the basic staffing agency offerings! You can see the extensive list of benefits on our website under the Candidate Benefits tab.
Features and Benefits of Client:
Paid time off and paid holidays
Medical Dental Vision
Career growth and advancement opportunities
Ongoing personal and professional development programs
A high energy, people centered work environment
$30k-37k yearly est. 3d ago
Customer Service Representative
Dexian
Sales associate and customer service job in Phoenix, AZ
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
$28k-37k yearly est. 2d ago
Customer Service Representative (CSR)
I3 Infotek Inc. 3.9
Sales associate and customer service job in Phoenix, AZ
Job Title : CustomerService Representative (CSR)
Fully onsite for first week (training)
Then 1-2 days/week onsite
Job Type
Staff Augmentation
Hourly | 40 hours/week
Day Shift: 8:00 AM - 5:00 PM
Job Summary
The CustomerService Representative will handle incoming calls. The role involves providing accurate information regarding licensing, payments, compliance questions, and general inquiries. This position requires strong communication skills, attention to detail, and the ability to work in a fast-paced call center environment.
Key Responsibilities
Answer high-volume inbound calls professionally and efficiently
Provide information on licenses, payments, compliance, and general board inquiries
De-escalate customer concerns and resolve issues effectively
Accurately document calls and customer information in CRM systems
Perform phone interviews while entering data simultaneously
Maintain professionalism under pressure and time constraints
Required Skills & Qualifications
1+ year of call center experience
Typing speed: minimum 45 WPM (must be listed on resume)
Experience using CRM software (specific CRM must be mentioned on resume)
Strong verbal and written communication skills
Proficiency with computers, phone systems, and software applications
Ability to work in a high-volume, fast-paced call center
Ability to sit for extended periods
Preferred Skills
De-escalation techniques
Google Suite (Docs, Sheets, Gmail, etc.)
Knowledge of customerservice best practices
Knowledge Areas
Problem resolution
Business English (grammar, sentence structure, punctuation)
Customerservice complaint handling
$29k-37k yearly est. 2d ago
Life Science Service Specialist
Shimadzu Scientific Instruments 4.2
Sales associate and customer service job in Phoenix, AZ
DescriptionLife Science Service Specialist Location: Los Angeles, CA Salary: $109,000 to $111,000 per year Who are we?
Established in 1975, Shimadzu Scientific Instruments is one of the largest suppliers of analytical instrumentation, physical testing, and environmental monitoring systems in the world. Ground-breaking scientific research, manufacturing ideas and results continue to propel Shimazu's outstanding reputation and "Excellence in Science." People dedicated to our mission have the largest impact on Shimadzu's continued growth and success. Would YOU like to join a diverse team of professionals working together with researchers, scientists and manufacturers to help better lives worldwide?
What can Shimadzu offer YOU?
Our Culture - A work environment that values diversity, inclusion & belonging
Competitive Compensation - Day 1 Benefits & Competitive Salary
Retirement Benefits - Matching 401K & Profit-Sharing Program
Professional Growth - Clear pathways for Career, Leadership and Personal Development
Health Benefits - Flexible Spending/Health Savings Accounts
Work-Life Balance - Generous & Front-Loaded Paid Time Off Plan
Education - Tuition Assistance Program for both graduate and undergraduate levels
Insurance Perks - Pet Insurance, optional Identity theft, legal pre-paid and critical care buy-up insurance benefits, generous company paid life insurance & short-term disability programs
Work Flexibility - Business casual Dress Attire & casual (jeans) Friday!
Employee Engagement - Employee Resource Groups to network, build a sense of community and enhance one's career and personal development
Shimadzu Scientific Instruments is seeking an Life Science Service Specialist to support the installation, maintenance, and repair of our specialized biotech instruments, including MALDI systems, PPSQ, LABNIRS, and related platforms. This is a hands-on, customer-facing role that plays a critical part in helping researchers and scientists perform mission-critical work in labs across the region.
JOB FUNCTIONS INCLUDE, BUT ARE NOT LIMITED TO:
Install, troubleshoot, and maintain biotech instrumentation across customer sites
Provide technical training to end users and junior field service engineers
Accurately document system builds, service visits, and part usage
Develop preventive maintenance procedures and contribute technical feedback
Manage and maintain regional parts inventory
Provide timely phone/email-based technical support as needed
Travel by air and car to perform on-site service; overnight travel required
Ensure safety compliance and proper use of PPE per company and client protocols
EDUCATION AND QUALIFICATIONS:
Associate degree in Electrical Engineering or related tech field required
Bachelor's degree in Life Sciences preferred
3+ years of field or in-house instrumentation service experience required
Mechanical, electrical, and customer-facing troubleshooting skills essential
Proficiency in technical documentation and remote support protocols
Must be self-driven and comfortable working independently or with cross-functional teams
At Shimadzu Scientific Instruments, we believe in providing structured career paths that recognize and reward talent. If your expertise surpasses the level specified in the listed position, we offer the flexibility to upgrade positions to better suit your qualifications accompanied by a salary adjustment.
Compensation & Benefits:
This full-time, non-exempt position comes with a comprehensive benefits package. In your first year, you will receive 10 paid vacation days, 8 paid personal days, 8 paid scheduled holidays and 3 paid floating holidays (Residents of California and Puerto Rico will receive state-mandated sick leave instead of personal days). After one year of employment, you will also be eligible for a generous short-term disability program with the company covering 100% of monthly premiums.
The starting salary range for this role is $109,000 to $111,000 annually, paid semi-monthly. As a non-exempt position, you will be eligible for overtime and double time pay, as outlined in our employee handbook. Additional variable compensation may include a discretionary year-end bonus based on overall company performance.
This position includes a company car with a fuel card (with a $55 per pay deduction for personal use), company laptop, and a company-paid cell phone, which remains company property but can be used for personal purposes.
For more details on benefits, please visit **************************
Shimadzu is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Shimadzu via email, the Internet or in any form and/or method without a valid written search agreement in place for this position (and agency was requested to work the requisition) will be deemed the sole property of Shimadzu. No fee will be paid in the event the candidate is hired by Shimadzu as a result of the referral or through other means.
EEO Statement:
Shimadzu Scientific Instruments (SSI) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, please click here.
Qualifications
BehaviorsFunctional Expert - Considered a thought leader on a subject
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Innovative - Consistently introduces new ideas and demonstrates original thinking
Team Player - Works well as a member of a group
Thought Provoking - Capable of making others think deeply on a subject
EducationBachelors of Chemistry (preferred)
Associates of Electrical Engineering (required)
Skills
Instrument Repair (required)
Instrument- MALDI (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$109k-111k yearly 2d ago
Pension Sales Associate
Walton Global 4.9
Sales associate and customer service job in Scottsdale, AZ
Overview of the Company
With more than 47 years of experience, Walton is one of North America's leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages over US$ 4.54 billion of real estate assets in the United States and Canada, with more than 89,000 acres under management. The head office is in Scottsdale AZ, USA and we have offices located in the UAE, Southeast Asia, China and Canada.
We are a fast-paced environment, who promote flexibility and authenticity to ensure employees can manage their day and meet both work and personal commitments.
Position Summary
Walton Global is seeking a motivated and driven Pension SalesAssociate to support our U.S. Capital Markets team. This role will partner closely with Territory Managers to expand Walton's footprint within the pension, endowment, and institutional consulting channel. The ideal candidate is licensed, energetic, and eager to build a career in the institutional alternative investment space.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
· Assist Territory Managers in identifying and targeting pension plans, Taft-Hartley funds, foundations, endowments, and institutional consultants in assigned regions.
· Support outreach campaigns through email, phone calls, virtual meetings, and data research to drive new business pipeline.
· Prepare and customize marketing materials, meeting summaries, and follow-up communications.
· Coordinate and help schedule Territory Manager meetings, roadshows, events, and conference participation.
· Track engagement activities and manage CRM updates to ensure accuracy and visibility across teams.
· Develop product knowledge across Walton's suite of land investment strategies and income-focused offerings.
Minimum Qualifications (Knowledge, Skills, and Abilities)
· Series 7 and 63 licenses required (or ability to obtain within 120 days).
· 1-3 years of sales or distribution support experience in financial services, ideally within the pension or institutional channel.
· Strong communication and relationship-building skills.
· Familiarity with alternative investments, real assets, or private funds preferred.
· Self-starter with excellent organization and follow-through.
· Ability to work independently in a remote environment.
· Proficiency with CRM systems and Microsoft Office Suite.
Why Walton
Competitive pay and benefits
Opportunities to grow and develop skills in multiple disciplines
Fun, energetic co-workers who share the same core values and strategies
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.
We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.
$37k-49k yearly est. 4d ago
Customer Service Representative
Hire Score LLC
Sales associate and customer service job in Scottsdale, AZ
Join a growing environmental services firm with offices across the U.S., known for hands-on leadership and supportive teams. As a CustomerService Representative, you'll serve as the voice and face of our client-building trust, resolving complex issues, and ensuring every customer feels heard and valued.
This role is ideal for someone who genuinely enjoys helping others, brings empathy and professionalism to every interaction, and values being part of a collaborative, service-driven team. The ideal candidate has a strong foundation in customerservice, excels at problem-solving and conflict resolution, and is motivated to make a meaningful impact every day.
What You'll Do:
Deliver outstanding support through phone, email, and other channels-responding promptly, accurately, and with a positive attitude.
Understand and anticipate customer needs, providing thoughtful, effective solutions that ensure satisfaction and loyalty.
Handle escalated or complex issues with professionalism, empathy, and a focus on long-term resolution.
Build genuine relationships by engaging customers in open, helpful, and solution-oriented communication.
Process orders and maintain accurate records of customer interactions using CRM and ticketing systems.
Think creatively to develop innovative solutions and process improvements that elevate the customer experience.
Collaborate across departments to ensure smooth order fulfillment, issue resolution, and service consistency.
Proactively identify trends and recommend strategies to enhance retention and overall customer satisfaction.
Follow best practices and communication standards that reflect company values and service excellence.
Qualifications:
3+ years of customerservice experience, preferably in a senior or escalation-handling capacity.
Expertise in CRM and support platforms (will work with Zendesk -ticketing system-Zendesk or other similar ticketing system preferred)
A calm, empathetic demeanor with the ability to de-escalate and resolve challenging situations.
Exceptional communication skills-clear, professional, and persuasive both verbally and in writing.
Strong analytical and problem-solving skills, with attention to detail and sound judgment.
Excellent organizational abilities, including multitasking and prioritizing under pressure.
A collaborative spirit, eager to support both customers and teammates
$28k-37k yearly est. 4d ago
Customer Service Representative
Teksystems 4.4
Sales associate and customer service job in Phoenix, AZ
*Help homeowners breathe easier.* Bring your empathy, phonesavvy, and steady pace to a mortgage servicing team that values quality, firstcall resolution, and a standout customer experience. *Job Title:* Mortgage CustomerService Representative
*Location:* Phoenix, AZ *85044*
*Shift:* Training 3 weeks onsite, Mon-Fri *8:00 AM-5:00 PM*; then schedules of *7-4*, *9-6*, or *4O10s 7-6* within a *7:00 AM-6:00 PM* window.
*Job Description:*
* Support borrowers with payment, escrow, and servicing questions; aim for firstcall resolution.
* Make friendly paymentreminder calls via autodialer (~20% of day during latter half of month); *not* collections.
#prioritywest
*Job Type & Location*This is a Contract to Hire position based out of Phoenix, AZ.
*Pay and Benefits*The pay range for this position is $19.50 - $20.50/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in Phoenix,AZ.
*Application Deadline*This position is anticipated to close on Jan 20, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$19.5-20.5 hourly 2d ago
Sales Specialist (Arizona & New Mexico Territory)
Safe Balance
Sales associate and customer service job in Phoenix, AZ
Employment Opportunity: Sales Specialist (Arizona & New Mexico Territory)
Sales Specialist - Client Sales & Support
Employment Type: Full-Time
Position Overview
We are seeking a motivated and relationship-driven Sales Specialist to support and grow our client base across Arizona and New Mexico. This role is responsible for both new business development and ongoing sales support for existing clients. The ideal candidate is consultative, organized, and comfortable managing a defined territory while serving as a trusted resource for customers.
Key Responsibilities
Develop and manage sales relationships within the assigned Arizona and New Mexico territory
Identify, prospect, and close new client opportunities
Provide ongoing sales support and account management for existing clients
Educate clients on products, services, and solutions to ensure proper adoption and satisfaction
Serve as a primary point of contact for client inquiries, coordination, and follow-up
Collaborate with internal teams to ensure smooth onboarding, implementation, and ongoing support
Maintain accurate sales activity, pipeline tracking, and forecasting
Attend industry events, meetings, and client site visits as needed
Meet or exceed assigned sales and performance goals
Qualifications
Proven experience in sales, account management, or client support (B2B preferred)
Strong communication, presentation, and relationship-building skills
Ability to work independently while managing a multi-state territory
Comfortable with travel within Arizona and New Mexico
Strong organizational skills and attention to detail
Proficiency with CRM systems and basic sales reporting tools
Valid driver's license
Compensation & Benefits
Base Salary: $60,000 annually
Commission Override: 10% commission on sales generated from managed accounts
Job-Related Expense Account (travel, meals, and business-related expenses)
Health, Dental, and Vision Insurance
401(k) with Employer Matching
Why Join Us
Competitive compensation with strong upside potential
Defined territory with opportunity for long-term client relationships
Supportive team environment with growth and advancement opportunities
Autonomy and flexibility while working with an established organization
How to Apply
Interested candidates should submit a resume and brief cover letter outlining relevant experience and interest in the role to John Berry, vice President of Commercial Operations (**********************).
$60k yearly 3d ago
Sales Associate
Ace Hardware 4.3
Sales associate and customer service job in Scottsdale, AZ
We are seeking outgoing, friendly, and helpful team members to welcome and assist customers. Previous hardware
experience is a plus but not a requirement as we provide extensive training.
Paul's Ace Hardware is a growing company servicing our valuable customers since 1956.
Check us out at: ************************
We're independently owned and operated so helping our community is our number one priority.
Make an impact in the community by helping your neighbors with their projects while working in a fast-paced and fun
environment. Our mission is to go the extra mile for our customers and build a team that has the same attitude!
Ace Hardware is an Equal Opportunity Employer and a Drug-Free environment. Ace goes beyond hardware: build a
future, a purpose, and a community with us.
Work/life balance:
This position is with a team that respects your life outside of work. We believe in earning your trust through clear
communication. We schedule two weeks in advance, working with you so you can plan.
Learn and grow with us:
Are you a hardware hero? Bring your knowledge and we'll teach you something new.
Have a helpful attitude? We'll train you on hardware know-how that builds life skills.
We train you from day one and the opportunities don't stop there.
What to expect:
You'll work directly with customers welcoming them and helping them find everything necessary to complete their project in one trip.
Like working in a fast-paced and fun environment? We are high energy so time will fly.
You'll be on your feet for most of your shift (6 to 8 hours).
You must lift 25 to 30 lbs.
Pay, Benefits, and Perks:
Competitive pay
Learn Life Skills
Personal Time Off (PTO)
Paid Holidays
Medical, Dental, Group Life Insurance
401K Retirement Plan*
Paul's Savings Plan
Monthly Incentives
Continuing education and cross-training opportunities
Promote from within
Click through and start your journey with us now!
Company Introduction
Paul E. Dauwalder established his first hardware store in 1956 at the Northwest corner of Thomas and Scottsdale Roads, in what was then downtown Scottsdale Arizona. With a sales floor of approximately 1800 sq. ft. and a passion for taking care of customers, the company grew quickly. In our 3rd generation of being family owned and operated with eight Ace Hardware stores in the East Valley and Payson Arizona we maintain our commitment to our customers and employees by providing solutions with honesty and integrity.
$22k-31k yearly est. 7d ago
Customer Service Representative 2 Benson, AZ
Sunrise Systems, Inc. 4.2
Sales associate and customer service job in Surprise, AZ
CustomerService Representative 2
Benson, AZ (Onsite)
(multiple locations available: Prescott Valley, Phoenix, Glendale, Chandler,Tucson, AZ, Douglas, AZ,Benson, AZ, Sierra Vista, AZ )
12 months
Pay Rate: $16/hr W2
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Provide a service such as a license, registration, title, permit, or program eligibility information
Check to ensure that appropriate changes were made to resolve customers' problems.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
Refer unresolved customer grievances to designated departments for further investigation.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments
Performs journey level customerservice activities by performing tasks initiated by the general public. Position may require the use of discretion when releasing pertinent information, solving difficult customerservice complaints/problems; conducting research, compiling information, and analyzing policies and procedures to resolve customer issues. Duties may include periodically adding money receipts, reconciling cash against known figures for verification, preparing and transmitting deposits of monies to the bank or to the state treasurer's office on a daily basis
Required Skills
Follows established guidelines
Solving difficult customerservice complaints/problems
CustomerService Experience
Preferred Skills
Bilingual
$16 hourly 4d ago
Customer Service Representative
Randstad USA 4.6
Sales associate and customer service job in Scottsdale, AZ
As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate marketing strategies when communicating with customers.
Key Responsibilities:
Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
Setting goals and expectations to achieve success in the role as well as future opportunities.
May perform other duties as assigned.
Education:
High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
License/Certification/Designation:
ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
Experience:
One year of experience in customerservice, sales related occupations.
Knowledge, Skills and Ability:
Knowledge of various insurance products and the sales process.
Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
Understands the consequences of not following the FINRA rules and regulations.
Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software.
Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
Other criteria, including leadership skills, competencies and experiences may take precedence.
$29k-36k yearly est. 1d ago
Client Service Associate/Teller (40 Hours) - Mesa Main (AZ)
Banktalent HQ
Sales associate and customer service job in Mesa, AZ
At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career.
NBAZ is looking for a seasoned Client ServiceAssociate (Teller) to join Arizona's #1 Community Bank in our Mesa Main branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Essential Functions:
Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.
Resolves clients' problems either through direct personal action or referral to alternative branch or bank resources.
Identifies and maximizes cross-sell the banks' opportunities through exploring needs.
Other duties as assigned.
Qualifications:
High School Diploma or equivalent and some cashiering, customerservice, balancing or other related experience.
Schedule: Monday - Friday: 8:15 A.M. - 5:15 P.M.; 40 hrs./wk.
Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking.
Must have solid balancing and customerservice skills.
Ability to cross-sell bank products based on client's needs.
Bilingual proficiency in English and Spanish languages, is preferred.
Pay range: $17.00 - $21.75 per hour, depending on experience.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
Mental health benefits include coaching and therapy sessions.
Tuition Reimbursement for qualifying employees.
Employee Ambassador preferred banking products.
$17-21.8 hourly 5d ago
Member Service Representative (Full-Time) - Goodyear
Navy Federal Credit Union 4.7
Sales associate and customer service job in Goodyear, AZ
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customerservice, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 15420 West McDowell, Goodyear, Arizona 85395
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at .
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$30k-38k yearly est. 3d ago
Customer Service Representative 3
I3 Infotek Inc. 3.9
Sales associate and customer service job in Phoenix, AZ
Shift: Day Shift | Monday-Friday | 8:00 AM - 5:00 PM
The CustomerService Representative 3 is a customer-facing, onsite role involves direct interaction with taxpayers, handling payments, and providing licensing-related assistance in accordance with state laws and procedures.
Key Responsibilities
Assist taxpayers in person with licensing inquiries and applications
Receive, process, and apply payments (cash, checks, money orders)
Perform daily reconciliation and end-of-day till balancing
Update and maintain accurate taxpayer records
Explain licensing laws, rules, and procedures clearly and professionally
Ensure accuracy in data entry and financial transactions
Required Skills & Experience
Minimum 2+ years of experience in:
Customerservice
Data entry
At least a few months of cashiering experience
Comfortable handling cash and financial transactions
Strong communication and customer-handling skills
Preferred Skills
Bilingual (Spanish-speaking preferred)
Additional Requirements
Local candidates only (must already be in Phoenix, AZ at time of submission)
Resume must clearly state current location
Must be available for in-person interviews within 1 week of posting close
100% onsite role - no remote option
Security clearance required
Seasonal position
$29k-37k yearly est. 4d ago
Internal Sales Associate
Walton Global 4.9
Sales associate and customer service job in Scottsdale, AZ
Overview of the Company
With more than 47 years of experience, Walton is one of North America's leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages over US $4.54 billion of real estate assets in the United States and Canada, with more than 89,000 acres under management. Our headquarters is located in Scottsdale AZ, USA and we have offices located in Canada, Dubai, Japan, Tokyo, Manila, and Hong Kong.
We are a fast-paced environment, who promote flexibility and authenticity to ensure employees can manage their day and meet both work and personal commitments.
Position Summary
This job is open to candidates either located in Scottsdale, AZ for a hybrid position, or remote in the US.
The Internal SalesAssociate will represent Walton as an internal wholesaler by educating registered representatives and registered investment advisors (collectively “Advisors”) in specified US sales territories with respect to Walton and its projects offerings.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
· Assist Capital Markets with educating Advisors and Advisor's clients on Walton structure and the benefits and risks of investing in Walton project offerings.
· Provide information and respond to questions in order to allow Advisors to comply with applicable FINRA and SEC rules and regulations.
· Responsible for managing the External's schedule by: achieving a minimum level of daily calls and other activity metrics, promoting sales/marketing initiatives and establishing relationships by calling new and existing Advisors, establishing one-on-one meetings with Advisors, scheduling/coordinating seminars, client events and due diligence meetings, setting up presentations/web presentations, maintaining relationships with Advisors and coordinating follow-up contact with such Advisors, and representing Walton, which includes attending Industry Conferences and Due Diligence Meetings.
· Maintain familiarity with Walton's standard concepts, practices, and procedures and those of the Sales department in particular.
· Maintain an understanding of Financial Industry, FINRA, Broker Dealer and registered investment advisor relationships, and more specifically Walton's investment structures.
· Comply with the applicable FINRA, SEC and Walton's internal compliance requirements at all times.
· Maintain familiarity with Walton Due Diligence and Project Specific presentations
· Maintain a high level of knowledge with respect to current events, the industry and marketplace in which Walton participates and Walton projects.
· Perform other duties as assigned.
Qualifications
SIE, Series 7 or 22 or 82 (minimum of 2 licenses) are required
Series 63 licenses is required
Experience in the financial services, mutual fund, real estate investment or development industry is an asset
Knowledge of securities industry or ability to quickly understand the securities industry
Ability to accommodate a flexible schedule and travel when needed
Excellent presentation and communication skills
Professional, strategic, analytical, organizational, and interpersonal skills
Proactive and performance driven
Able to work under pressure in a fast-paced environment
Ability to adapt easily to changing department needs and dynamics
Ability to effectively present to large groups and individuals
Proficiency required in Microsoft Office (Word, Outlook, Excel 2007)
Customer relationship management (CRM) applications
Why Walton?
Competitive pay and benefits
Opportunities to grow and develop skills in multiple disciplines
Fun, energetic co-workers who share the same core values and strategies
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.
We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.
$37k-49k yearly est. 3d ago
Customer Service Representative 2 ( Chandler, AZ )
Sunrise Systems, Inc. 4.2
Sales associate and customer service job in Chandler, AZ
CustomerService Representative 2
12 months
Chandler, AZ 85225
Pay Rate: $16/hr W2
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Provide a service such as a license, registration, title, permit, or program eligibility information
Check to ensure that appropriate changes were made to resolve customers' problems.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
Refer unresolved customer grievances to designated departments for further investigation.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments
Performs journey level customerservice activities by performing tasks initiated by the general public. Position may require the use of discretion when releasing pertinent information, solving difficult customerservice complaints/problems; conducting research, compiling information, and analyzing policies and procedures to resolve customer issues. Duties may include periodically adding money receipts, reconciling cash against known figures for verification, preparing and transmitting deposits of monies to the bank or to the state treasurer's office on a daily basis
Required Skills
Follows established guidelines
Solving difficult customerservice complaints/problems
CustomerService Experience
Preferred Skills
Bilingual
$16 hourly 3d ago
Learn more about sales associate and customer service jobs
How much does a sales associate and customer service earn in Phoenix, AZ?
The average sales associate and customer service in Phoenix, AZ earns between $18,000 and $35,000 annually. This compares to the national average sales associate and customer service range of $21,000 to $38,000.
Average sales associate and customer service salary in Phoenix, AZ
$25,000
What are the biggest employers of Sales Associate And Customer Services in Phoenix, AZ?
The biggest employers of Sales Associate And Customer Services in Phoenix, AZ are: