Mesa, Arizona, United States · On-site
$65k–$75k/yr
Concierge Specialist Team: Growth The Concierge Specialist is responsible for contacting prospective clients, presenting the firm philosophy and product offerings, and setting the advisory team up for success. The Concie…
Skills: Client Services, Sales, Financial Planning, Customer Relationship Management, Communication
Mesa, Arizona, United States · On-site
This position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams produc…
Skills: Customer service, Sales, Product knowledge, Retail operations, Problem resolution
Mesa, Arizona, United States · On-site
$19/hr–$24/hr
JOB DETAILS: Shift 1st Shift/Day Shift Location In-Shop Schedule To be provided by leader Salary Range $19.00 - $24.96 Per Hour JOB SUMMARY: Operate forklifts and cranes to load, unload and move materials. Maintain mater…
Skills: Forklift operation, Crane operation, Material handling, Equipment maintenance, Inventory management
Mesa, Arizona, United States · On-site
Community Bridges, Inc. (CBI) is an integrated behavioral healthcare agency offering a variety of different programs throughout Arizona. CBI provides residential, outpatient, inpatient, patient-centered medical homes, me…
Skills: Clinical Supervision, Behavioral Health Assessment, Risk Assessment, Clinical Training, Crisis Intervention
Mesa, Arizona, United States · Hybrid
Since 1971, A New Leaf has been dedicated to its mission of “Helping Families…Changing Lives,” making a positive impact on the lives of over 24,000 people annually in the Phoenix Metropolitan area. A N…
Skills: Grant administration, Proposal development, Data entry, Record keeping, Funder stewardship
Mesa, Arizona, United States · On-site
Community Bridges, Inc. (CBI) is an integrated behavioral healthcare agency offering a variety of different programs throughout Arizona. CBI provides residential, outpatient, inpatient, patient-centered medical homes, me…
Skills: Behavioral health assessment, Service planning, Crisis intervention, Care coordination, Discharge planning
Mesa, Arizona, United States · On-site
Community Bridges, Inc. (CBI) is an integrated behavioral healthcare agency offering a variety of different programs throughout Arizona. CBI provides residential, outpatient, inpatient, patient-centered medical homes, me…
Skills: Behavioral Health, Patient Care, Crisis Intervention, Substance Use Treatment, Mental Health Support
Mesa, Arizona, United States · On-site
$16/hr–$19/hr
Come join our family at Devon Self Storage! At Devon Self Storage, you get the best of both worlds: a customer-focused role with real career growth, minus the long retail nights and unpredictable schedules. Here, we beli…
Skills: Customer service, Sales, Communication, Microsoft Office, Word
Mesa, Arizona, United States · On-site
Description Basic Function The Paraprofessional at Graduation Solution plays a vital role in supporting the educational and developmental needs of students. The Paraprofessional will work closely with teachers and other …
Skills: Oral Communication, Written Communication, Customer Relations, Customer Service, Telephone Etiquette
Mesa, Arizona, United States · On-site
We are customer obsessed, innovative, and have the best culture in retail. Join our team today! POSITION OBJECTIVE: The Sales Associate is responsible for supporting Management in in promoting a customer and product-focu…
Skills: Sales techniques, Customer service, Product knowledge, Visual merchandising, Loss prevention
Mesa, Arizona, United States · On-site
Join MIND 24-7: Transforming Mental Health Care, 24/7 At MIND 24-7, we are fundamentally changing the landscape of mental health care by creating a "front door" that is always open, always welcoming, and always ready to …
Skills: Crisis intervention, Psychiatric assessment, Medication administration, Patient treatment planning, Verbal de-escalation
Mesa, Arizona, United States · On-site
Ready for a career change or just starting out? A role as a Rush Technician is a dynamic and fulfilling next step! Rush Truck Centers is the largest network of commercial vehicle dealerships across the US. Whether you're…
Skills: Diesel engine repair, Truck maintenance, Engine overhaul, Transmission replacement, Brake repair
Mesa, Arizona, United States · On-site
The Mobile Diesel Mechanic is responsible for maintaining the fleet for clients and to handle service calls at client locations. Provide service to our customers while maintaining exceptional customer service. This can i…
Skills: Diesel engine maintenance, Diagnostic equipment operation, Preventative maintenance, Inventory control, Report writing
Mesa, Arizona, United States · On-site
Store 2709153: 1210 S Higley Rd, Mesa, Arizona 85206 Shift AvailabilityFlexible (Days, Evenings, Overnights + Weekends) Time Type Full time Customer Service Representative We want you to join our team as a Customer Servi…
Skills: Customer Service, Cashiering, Sales, Communication, Problem Solving
Michaels StoresMesa, Arizona, United States · On-site
Store - PHX-MESA/McKELLIPS, AZ Deliver friendly customer service, help customers shop our store, and find what they’re looking for. Ensure all customers receive a fast and friendly checkout experience. Complete truck unl…
Skills: Customer service, Cash handling, Merchandising, Stocking, Planogram execution
SRS Distribution Inc.Mesa, Arizona, United States · On-site
Position Purpose: The Counter Sales role is a key customer touchpoint, responsible for accurate order entry and smooth customer interactions. The position requires strong multitasking skills, including processing orders,…
Skills: Customer service, Order entry, Inventory management, Logistics coordination, Point-of-sale systems
Mesa, Arizona, United States · On-site
$21/hr–$25/hr
You’ve invested a lot of time and energy in your education. Now you want the chance to make your mark. We offer challenging opportunities for you to learn and grow professionally. In our programs, you’ll be immersed in a…
Skills: Pharmacy operations, Prescription fulfillment, Patient counseling, Immunization administration, Clinical knowledge
Mesa, Arizona, United States · On-site
$19/hr–$21/hr
Job DetailsLevel: ExperiencedJob Location: Argenta Apartments - Mesa, AZ 85206Position Type: Full TimeEducation Level: NoneSalary Range: $19.00 - $21.00 Base+Commission/monthTravel Percentage: NoneJob Shift: DayJob Categ…
Skills: Leasing, Property management, Customer service, Communication skills, Organization
Mesa, Arizona, United States · On-site
Primary City/State: Mesa, Arizona Department Name: Banner Staffing Services-AZ Work Shift: Day Job Category: Nursing Banner Staffing Services (BSS) offers Registry/Per Diem opportunities within Banner Health. Registry/Pe…
Skills: Lactation consulting, Nursing care, Patient education, Breastfeeding support, Neonatal care
Mesa, Arizona, United States · On-site
Overview Join us in making a difference in the early detection of hearing loss in newborns as a Newborn Hearing Screen Technician! As a newborn hearing screen technician, you will provide hearing screens in the hospital …
Skills: Newborn hearing screening, Patient education, Data entry, Documentation, Communication
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The Concierge Specialist is responsible for contacting prospective clients to present firm offerings and gathering preliminary data to build baseline financial plans. They also facilitate the onboarding process by coordinating meetings and providing ongoing support to the advisory team.
Candidates must hold a bachelor's degree in business, finance, marketing, or a related field. Additionally, at least 2 years of experience in client services, sales, or customer-facing roles within the financial services industry is required.
Concierge Specialist
Team: Growth
The Concierge Specialist is responsible for contacting prospective clients, presenting the firm philosophy and product offerings, and setting the advisory team up for success. The Concierge Specialist gathers preliminary client data to build a baseline financial plan and introduces the prospect to their advisory team.
KPIs:
Primary Duties:
Requirements:
FLSA Status: Exempt
Enjoy. Prepare. Connect.
We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most. Helping you live the life you envision by delivering a financial plan coordinated by your advisor, supported by investment, tax, insurance, and estate specialists. Our goal is to help relieve financial stress and the mental burden of managing complex financial decisions alone, or with a disconnected team. We connect planning services and specialists to help you enjoy today’s success, prepare for your long-term goals, and connect with your purpose. Investment advisory services offered through Modern Wealth Management, LLC, a registered investment advisor.
Offices: 13550 W 95th St, Lenexa, KS 66215, US · 1997 Annapolis Exchange Pkwy, Suite 300, Parole, Maryland 21401, US · 30200 Telegraph Rd, Suite 210, Bingham Farms, Michigan 48025, US · 1405 W Main St, Boise, Idaho 83702, US · 27001 Agoura Rd, Suite 150, Calabasas, California 91302, US
