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239 client associate jobs at 132 companies in Arizona

1w
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Client Associate/Registered Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor's degree or job-related experience, strong verbal/written communication and client service skills, attention to detail, willingness to obtain Series 7 and 66 (or 63/65) licenses within 12 months.
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2mo
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Client Service Associate
Chandler, Arizona, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEMinimum 1 year client servicing or banking/financial experience; proficient in Word and Excel.
Microsoft Word, Microsoft Excel
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1mo
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Client Service Associate
Tempe, Arizona, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years of client-facing experience; data analytics, change management, project management; strong communication, leadership and relationship-building skills.
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11h
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Client Service Associate
Tucson, Arizona, United States
$26-$32/hr OnsiteFull Time
TCI Wealth Advisors
TCI Wealth Advisors: Fee-only fiduciary wealth management and financial planning services.
Supports advisors and clients with account maintenance, documentation, scheduling, and workflow tasks; strong organization, communication, and multitasking; bachelor's degree or equivalent experience preferred.
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2w
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Registered Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOEProvide client support, open accounts, process money movements, enter financial plan data, use CRM and financial planning software; SIE/Series 7/63 required; 3+ years industry experience.
Client Relationship Management (CRM) software, financial planning software, Microsoft Office 365
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1mo
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Client Service Associate 1
United States or Idaho or Utah or Arizona or Oregon or Colorado
$55k-$70k/yr RemoteFull Time
Public Consulting Group
Public Consulting Group: Provides management consulting and technology solutions to government agencies.
BA/BS or equivalent experience; client management experience preferred; strong communication, collaboration, analytical, and project management skills; proficiency in Microsoft Office; experience in Special Education preferred.
Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Microsoft Word
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2w
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Registered Client Service Associate
Tucson, Arizona, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; knowledge of financial products, strong interpersonal and organizational skills; Series 7 and Series 66 or Series 63+65 preferred; advanced Microsoft Office skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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2d
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Client Associate - Part Time, Scottsdale AZ
Scottsdale, Arizona, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOE1+ year client-services experience, proficiency with POS and Microsoft applications, strong communication, ability to work evenings/weekends/holidays.
Microsoft Applications, point-of-sale (POS) systems
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2w
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Registered Client Service Associate
Tucson, Arizona, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEHigh school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65 preferred. Two+ years industry experience preferred. Advanced Microsoft Office skills and strong client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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2d
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Client Associate - Part Time, Scottsdale AZ
Scottsdale, Arizona, United States
OnsitePart Time
Callaway Golf
Callaway GolfNYSE: CALY: Designs and manufactures premium golf equipment and performance gear.
1+ YOERetail sales experience (1+ year), proficiency with POS and Microsoft applications, strong communication, ability to work weekends/evenings/holidays, decision-making and client service skills.
Microsoft Applications, POS systems
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1mo
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Client Service Associate
Scottsdale, Arizona, United States
$60k-$75k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
High school diploma required (bachelor's preferred); financial services experience or internship; strong PC skills with Microsoft Office, Salesforce/Redtail; eMoney experience a plus; excellent communication and analytical skills.
Microsoft Office, Salesforce, Redtail, eMoney
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3w
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Client Service Associate
Phoenix, Arizona, United States
$60k-$70k/yr HybridFull Time
Heffernan Insurance Brokers
Heffernan Insurance Brokers: Independent insurance brokerage providing risk management and financial services.
0+ YOEHigh school diploma required; bachelor’s in finance/accounting/economics preferred. 0–2 years paraplanning or financial planning experience; CFP/Series licenses preferred or willingness to obtain. Proficient in Outlook, Word, Excel, PowerPoint.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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1mo
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Associate Client Advisor
Walnut Creek or Scottsdale or San Diego
$100k-$110k/yr RemoteFull Time
Voya Financial
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
3+ YOEUndergraduate degree and 3+ years experience (institutional investment management or investment banking preferred). Strong analytical, communication and project management skills; product knowledge in Fixed Income, Equities, Alternatives preferred. Series 7 and 63 required within 90 days; CFA charter expected to be pursued if not started.
CRM
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2w
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Client Services Associate
Phoenix or Tempe or Mesa or Glendale
$17-$22/hr HybridFull Time
SAGE Counseling
SAGE Counseling: Counseling services for court-mandated individuals and families.
Bilingual Spanish/English required, high school diploma/GED, fingerprint clearance card, EHR and Microsoft Office proficiency; scheduling or call center and behavioral health experience preferred.
Electronic Health Record, Microsoft Word, Microsoft Excel, Microsoft Outlook
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2mo
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Associate Client Manager
Phoenix, Arizona, United States
HybridFull Time
Acosta Group
Acosta Group: Provides retail sales and marketing services for consumer brands.
1+ YOEBachelor's degree and 1 year marketing, sales, or sales support experience with strong communication, presentation, negotiation, and analytical skills.
Marketing analytics tools, IRI, Nielsen
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1w
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Client Onboarding Associate
Phoenix, Arizona, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Bachelor's degree typical with less than 1 year professional experience; attention to detail, AML/KYC knowledge, effective communication, multitasking, and decision-making skills.
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2w
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Client Service Associate, Wealth Management
Scottsdale, Arizona, United States
HybridFull Time
Hub International
Hub International: Provides global insurance brokerage and risk management services.
2+ YOEBachelor's degree preferred; 0-3 years (2+ preferred) in financial services or client service; Series 65/SIE/Series 7/Series 66 preferred; Microsoft Office proficiency; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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2w
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Client Service Associate (Oro Valley, AZ)
Oro Valley, Arizona, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
1+ YOEProvide client servicing, scheduling, database management, marketing support; willing to obtain FINRA registrations; bachelor’s preferred; 1–2 years financial services experience beneficial.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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1mo
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Senior Client Services Associate
Phoenix or Denver
$75k-$90k/yr HybridFull Time
Broadridge
BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
3+ YOE3+ years financial industry experience (including 2 in relationship management), bachelor’s preferred, MS-Office required, Salesforce preferred, retirement industry knowledge/certification preferred, strong communication and attention to detail.
Microsoft Office, Salesforce
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1mo
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Client Service Associate II
Phoenix or Dallas or Coppell
$19/hr RemoteFull Time
Allstate
AllstateNYSE: ALL: Provides insurance products for vehicles, homes, and businesses.
0+ YOEHigh-volume inbound call handling for mortgage servicing and property insurance; strong communication, analytical skills, Microsoft Office/Excel proficiency; HS/GED preferred; 0–2 years customer service or mortgage experience preferred; must be authorized to work in the U.S.
Microsoft Office, Microsoft Excel
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