124 client services associate jobs at 58 companies in Avondale, AZ
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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
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
4d
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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
1mo
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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.
1d
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Client Service Associate
Chandler, Arizona, United States
OnsiteFull Time
1+ YOERequires at least one year in client servicing operations or banking/financial services, Microsoft Word and Excel proficiency, and a high school diploma or equivalent. Spanish, Portuguese, or Mandarin is preferred.
Microsoft Word, Microsoft Excel
2d
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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
Irvine or Tempe
$70k-$88k/yr OnsiteFull Time
3+ YOE3+ years client-facing experience, data analytics and change management, project management, strong communication and presentation skills; treasury services knowledge preferred; BS preferred.
Google G suites, Microsoft Office
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.
2mo
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Registered Client Service Associate
Scottsdale, Arizona, United States
OnsiteFull Time
High school diploma or equivalent; active Series 7 and Series 66 (or Series 63 and Series 65); 2+ years industry experience preferred; strong client service, Microsoft Office, and financial product knowledge.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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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
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Client Associate - Part Time, Scottsdale AZ
Scottsdale, Arizona, United States
$17-$19/hr OnsitePart Time
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
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
1mo
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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
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
2w
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Senior Associate, Financial Services
New York City or Austin or King of Prussia or Scottsdale
$60k-$70k/yr HybridFull Time
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
4d
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Client Service Associate (Bilingual Spanish/English)
Phoenix, Arizona, United States
$55k/yr HybridFull Time
Bachelor's degree (3.0+ GPA) required, AI fluency, strong communication and research skills, US work authorization required, experience with client-facing research or internships preferred.
LinkedIn, LinkedIn Learning, ClassPass
1mo
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PEO Client Advocate
Tempe or Phoenix or Irving
$24-$38/hr OnsiteFull Time
3+ YOEAssociate degree required (Bachelor's preferred), 3 years relationship management or customer service experience, strong communication, advocacy, confidentiality, client education, and process-improvement skills.
1w
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Registered Client Service Associate (Scottsdale, AZ)
Scottsdale, Arizona, United States
OnsiteFull Time
1+ YOE1+ years securities or related experience preferred; requires SIE and Series registrations (7,63,65/66 as required); proficiency with CRM and Excel; strong communication, multitasking, and industry knowledge.
Client Relationship Management (CRM) software, Excel
3d
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Client Coordinator
Chandler, Arizona, United States
OnsiteFull Time
2+ YOEHigh school diploma required, 2+ years customer service experience, associate degree preferred, experience with MS Office/HubSpot/Zenoti preferred, strong communication and multitasking, available nights/weekends/holidays.
Microsoft Office, HubSpot, Zenoti
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