145 client services associate jobs at 72 companies in Arizona
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Client Services Associate
Phoenix or Phoenix or Tempe or Mesa or Glendale
$22/hr RemoteFull Time
Bilingual Spanish/English, high school diploma/GED, able to pass background check for Fingerprint Clearance Card, EHR and Microsoft Office proficiency, prior scheduling/call-center or behavioral health experience preferred.
Electronic Health Record, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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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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Wealth Management Client Services Associate
Peoria or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$21-$25/hr OnsiteFull Time
2+ YOEBachelor's in business or finance required, 2+ years financial services experience preferred, Wealth Management Specialist or Certified Wealth Strategist required within 1 year; strong communication, organizational, compliance knowledge, and proficiency with trust accounting systems and Microsoft Office/Outlook.
Trust Accounting systems, Microsoft Office, Microsoft Outlook
2mo
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Client Accounting Services Associate
Phoenix, Arizona, United States
HybridFull Time
Bachelor’s degree preferred; CPA or CMA license preferred but not required; strong ledger knowledge and Microsoft Office proficiency.
Microsoft Office, QuickBooks
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
1d
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Work From Home - Client Services Associate
Chandler, Arizona, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in teams, integrity, desire to help others; remote interview via Zoom.
Zoom
3w
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Client Associate/Registered Client Associate
Phoenix, Arizona, United States
OnsiteFull Time
Bachelor’s degree or job-related experience; strong verbal and written communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months.
2mo
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Client Service Associate
Chandler, Arizona, United States
OnsiteFull Time
1+ YOEMinimum 1 year client servicing or banking/financial experience; proficient in Word and Excel.
Microsoft Word, Microsoft Excel
1w
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Client Service Associate
Tempe, Arizona, United States
OnsiteFull Time
3+ YOE3+ years client-facing experience, data analytics, project management, strong communication, ability to influence, reporting and presentation skills, knowledge of treasury services preferred.
Google G suites, Microsoft Office
3w
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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
Tucson, Arizona, United States
$26-$32/hr OnsiteFull Time
Supports advisors and clients with account maintenance, documentation, scheduling, and workflow tasks; strong organization, communication, and multitasking; bachelor's degree or equivalent experience preferred.
5d
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Client Associate Kierland Commons
Scottsdale, Arizona, United States
$17-$19/hr OnsitePart Time
1+ YOEMinimum 1 year client-services experience; proficient with Microsoft Applications and POS; strong communication; ability to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
5d
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Client Associate Kierland Commons
Scottsdale, Arizona, United States
OnsitePart Time
1+ YOEMinimum 1 year client-service experience; proficient with Microsoft Applications and point-of-sale (POS) systems; strong written/verbal communication; ability to work weekends, evenings and holidays.
Microsoft Applications, point-of-sale (POS) systems
1mo
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Client Services Sales Support
Chandler, Arizona, United States
$44k-$70k/yr HybridFull Time
3+ YOEAssociate degree + 3 years relevant experience or high school + 5 years; order management, sales support, data tracking and reporting, strong analytical and communication skills, ability to work independently and mentor junior staff.
3w
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Registered Client Service Associate
Tucson, Arizona, United States
OnsiteFull Time
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
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
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
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
3w
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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
1w
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Client Service Coordinator
Arizona, United States
$15-$19/hr OnsiteFull Time
Providing welcoming client service, coordinating flow of clients and pets, communicating with associates and clients, and supporting veterinary team productivity.
1mo
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Operations Associate - Client Services
Scottsdale, Arizona, United States
$50k-$72k/yr HybridFull Time
2+ YOE2+ years financial services experience, strong operations knowledge (new accounts, cashiering, transfers, maintenance), CRM (Salesforce) experience, bachelor’s degree or equivalent, excellent communication and organizational skills.
Salesforce
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