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Strategic Client Operations Specialist
Job in
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-09-06
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-06
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Jobtailor in the United States is seeking a customer service/operations professional to support end-clients and internal partners across multiple channels. You will handle money movement, account maintenance, and document requests while coordinating with advisors and back-office teams.
Ideal candidates have 2+ years in service roles, SIE/Series 7 preferred, and strong communication skills to explain complex financial information clearly under pressure.
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