111 client services associate jobs at 54 companies in Surprise, AZ
1w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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
1d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
4w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
4w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
4w
Save
Mark Applied
Hide
Client Service Associate
Phoenix, Arizona, United States
$60k-$70k/yr HybridFull Time
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
2d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Associate, Client Support, Treasury Management
Tempe, Arizona, United States
$48k-$76k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent, 2+ years client servicing experience with Treasury Management products, strong analytical, organizational, sales, communication, and negotiation skills.
Explore Jobs
Expand Your Job Search
Top Cities Near Surprise for Client Services Associate
- Client Services Associate jobs in Phoenix, AZ
- Client Services Associate jobs in Mesa, AZ
- Client Services Associate jobs in Chandler, AZ
- Client Services Associate jobs in Gilbert, AZ
- Client Services Associate jobs in Glendale, AZ
- Client Services Associate jobs in Scottsdale, AZ
- Client Services Associate jobs in Peoria, AZ
- Client Services Associate jobs in Tempe, AZ
- Client Services Associate jobs in Avondale, AZ
- Client Services Associate jobs in Goodyear, AZ
- Client Services Associate jobs in Buckeye, AZ
- Client Services Associate jobs in Maricopa, AZ
- Client Services Associate jobs in Apache Junction, AZ
- Client Services Associate jobs in Queen Creek, AZ
- Client Services Associate jobs in El Mirage, AZ
- Client Services Associate jobs in Fountain Hills, AZ
- Client Services Associate jobs in Paradise Valley, AZ
- Client Services Associate jobs in Tolleson, AZ
- Client Services Associate jobs in Wickenburg, AZ
- Client Services Associate jobs in Youngtown, AZ