18 client facing associate jobs at 12 companies in Mesa, AZ
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Client Service Associate
Tempe, Arizona, United States
OnsiteFull Time
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.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years client-facing experience, data analytics/change management, project management, reporting, strong verbal/written/presentation skills, strategic thinking, Treasury/Custom Card knowledge preferred, BS preferred, Google G Suite and Microsoft Office experience.
New York City or Austin or King of Prussia or Scottsdale
$60k-$75k/yrHybridFull Time
Vestwell: Digital infrastructure for workplace retirement and savings programs.
Customer-facing role requiring strong written and verbal communication, critical thinking, Excel/Google Sheets proficiency, and ability to manage high volumes of inbound client inquiries and collaborate cross-functionally.
Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
3+ YOEClient servicing, account onboarding, trade execution; thorough knowledge of investment products; FINRA SIE, Series 7 and 63/65 or 66 required; college degree preferred; 3+ years client-facing financial services experience preferred; authorized to work in the U.S.
Microsoft Office, Wealthscape, Morningstar Analytics, Thomson ONE
Serenity Mental Health Centers: Providing advanced psychiatric treatments including TMS and ketamine therapy.
2+ YOE2+ years customer-facing experience (hospitality/retail/concierge preferred), track record hitting goals, strong active listening, handle rejection, document client info accurately; background check and drug screen required.
Serenity Mental Health Centers: Providing advanced psychiatric treatments including TMS and ketamine therapy.
2+ YOE2+ years customer-facing experience, track record hitting targets, strong active listening, ability to handle rejection, document client information accurately, and manage high interaction volumes.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOE2+ years brokerage/financial-services client-facing or operations experience; MS Office (Access, Excel, PowerPoint, Outlook, Teams, Word); strong verbal, written and phone skills; organized, adaptive, able to multitask.
Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, Microsoft Word
New York City or Austin or King of Prussia or Scottsdale
$60k-$70k/yrHybridFull Time
Vestwell: Digital infrastructure for workplace retirement and savings programs.
2+ YOE2+ years in retirement or financial services client-facing roles; strong customer service, critical thinking, and time management; proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat.
Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat
Leap: Platform for brands to launch and operate retail stores.
Retail experience in high-touch client-facing environments, strong selling and hospitality skills, flexible availability (days/nights/weekends/holidays), ability to stand/walk and lift up to 50 lbs, 18+ years old.
Serenity Mental Health Centers: Providing advanced psychiatric treatments including TMS and ketamine therapy.
2+ YOE2+ years of full-time customer-facing experience (hospitality/retail preferred). Track record hitting goals, strong active listening, ability to manage high interaction volume, handle rejection, document client information; background check and drug screen required.
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
1+ YOE1+ year client-facing sales or operations experience; ability to lift up to 50 lbs, stand/move entire shift, strong customer service, self-motivated, and ability to follow store operational and visual standards.
Edward Jones: Offers investment management and financial planning through local branches.
7+ YOECFP required (or in progress to complete within 9 months), Bachelor's in Business/Finance/Accounting/Law required, Series 7 and 66 and insurance license required within 6 months, 7+ years industry experience, client-facing experience, up to 15% travel.
Baird: Global employee-owned firm providing wealth management and investment banking.
3+ YOEUndergraduate degree in finance/accounting/economics, SIE and Series 7 (with 66 or 63/65), 3+ years client-facing investment experience, pursue advanced designations (CFP/CPWA/JD), strong presentation and communication skills.
Microsoft D365 CRM or Copilot/AI Functional Lead, Senior Associate
Chicago or Irvine or Raleigh or Cincinnati or Cleveland or Kansas City or Dallas or Las Vegas or Little Rock or Los Angeles or Boston or St. Louis or San Antonio or San Francisco or Silicon Valley or Seattle or Tampa or Atlanta or Austin or Milwaukee or Denver or Nashville or Detroit or Florham Park or New York or Phoenix or Houston
$77k-$202k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
IMEG: Provides engineering design and consulting for buildings and infrastructure.
7+ YOEBS in Electrical Engineering (or equivalent) with 7+ years building design consulting experience (11+ with associate/certificate path), advanced electrical design proficiency, eSPECS/Bluebeam/Adobe/MS Office skills, mentoring and client-facing ability.
eSPECS, Adobe, Bluebeam Revu, Microsoft Word, Microsoft Excel, Microsoft Outlook, NFPA Link, TechStreet, MadCAD, Facility Guideline Institution (FGI)