233 client associate jobs at 100 companies in Scottsdale, AZ
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Client Associate/Registered Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
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.
2d
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Client Associate - Chandler
Chandler, Arizona, United States
$17-$19/hr OnsitePart Time
1+ YOEAt least one year of client services experience; proficiency in Microsoft applications and POS systems; strong written and verbal communication; availability for weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
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Wealth Management Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking offerings, and use technology platforms; SIE/Series7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Service Associate
Chandler, Arizona, United States
OnsiteFull Time
1+ YOEAt least one year of client servicing operations or banking experience; proficiency in Microsoft Word and Excel; high school diploma or equivalent required.
Microsoft Word, Microsoft Excel
2w
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Client Service Associate
Tempe, Arizona, United States
OnsiteFull Time
3+ YOE3+ years client-facing experience; skills in data analytics, change management, project execution, reporting, and strong verbal/written/presentation skills.
Google G suites, Microsoft Office, Zoom
1mo
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Registered Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
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
2w
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Registered Client Service Associate
Scottsdale, Arizona, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to financial advisors, execute transactions, onboard and maintain client accounts, and support digital tool enrollment. Series 7/63/65/66 licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2w
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Associate Client Advocate
Arlington or Atlanta or Miami or Mobile or Tampa or New York or Boston or Chicago or Houston or Philadelphia or Phoenix or Denver or Short Hills or Los Angeles or Detroit or Pittsburgh or Nashville or Overland Park or Milwaukee
$90k-$120k/yr HybridFull Time
5+ YOERequires 5+ years of client-facing commercial property and casualty insurance experience, P&C broker license, Microsoft Office proficiency, negotiation, relationship, presentation, project management, and analytical skills.
Microsoft Office
2w
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
1w
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Client Service Associate
Phoenix, Arizona, United States
$60k/yr HybridFull Time
Bachelor's degree with a minimum 3.0 GPA, relevant internship, volunteer, or extracurricular experience, AI tool fluency, strong communication, research, organization, judgment, and problem-solving skills.
LinkedIn, LinkedIn Learning
4w
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Client Onboarding Associate
Phoenix, Arizona, United States
OnsiteFull Time
Bachelor's degree typical with less than 1 year professional experience; attention to detail, AML/KYC knowledge, effective communication, multitasking, and decision-making skills.
1d
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Associate Director, Client Partner
United States or Austin or Boston or Chicago or Dallas or Denver or Houston or Los Angeles or Minneapolis or New York or Phoenix or Portland or Salt Lake City or San Diego
$108k-$130k/yr RemoteFull Time
7+ YOE3+ Mgmt7+ years in client-facing digital media planning and activation, including 3+ years leading agency client relationships; requires leadership, persuasive communication, and cross-channel paid media expertise.
Google Search, Bing Search, Meta Ads, YouTube, Google Display Network, TikTok, Snapchat, Pinterest, LinkedIn
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Registered Client Service Associate
Phoenix, Arizona, United States
OnsiteFull Time
2+ YOEActive Series 7 and Series 66 (or Series 63 and 65), high school diploma required, college preferred, 2+ years industry experience preferred, advanced Microsoft Office and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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Client Service Associate, Wealth Management
Scottsdale, Arizona, United States
HybridFull Time
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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Senior Client Services Associate
Phoenix or Denver
$75k-$90k/yr HybridFull Time
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
1mo
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Client Service Associate II
Phoenix or Dallas or Coppell
$19/hr RemoteFull Time
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
2w
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Client Service Coordinator
Glendale, Arizona, United States
$15-$19/hr OnsiteFull Time
Coordinates client and pet flow through a veterinary hospital, supports team productivity, communicates with clients and associates, and delivers welcoming, efficient service.
1d
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Client Relationship Marketing Associate Director
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yr RemoteFull Time
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Salesforce, Gen AI
2w
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Associate, Client Management (September Start)
Phoenix, Arizona, United States
HybridFull Time
Bachelor's or equivalent experience, strong verbal/written communication, proactive problem-solving, organizational skills, US work authorization required.
2mo
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Client Accounting Services Associate
Phoenix, Arizona, United States
HybridFull Time
Bachelor’s degree in accounting preferred; CPA or CMA license preferred but not required. Knowledge of general ledger and accounting principles; proficiency with MS Office, QuickBooks; ability to manage multiple projects and meet deadlines.
Microsoft Office, QuickBooks
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