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Account Service Associate Jobs in Arizona (NOW HIRING)

Kyndryl

Associate, Account Technical Services

Phoenix, AZ · On-site

$55K - $99K/yr

The Role As an Account Technical Services Professional, you will be a key part of the seamless ... Technical knowledge and expertise in the given technology/service domain * Must have AZ DMV ...

Mariner

Client Service Associate

Scottsdale, AZ · On-site

$60K - $75K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... marketing, accounts payables, receivables, supporting receptionist as needed * Understand the ...

Bank of America

Client Service Associate

Chandler, AZ · On-site

$14.25 - $19.75/hr

Join us! Client Service Associates will be co-located at a central site, and will provide shared ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...

Bank of America

Client Service Associate

Chandler, AZ

$14.25 - $19.75/hr

Join us! Client Service Associates will be co-located at a central site, and will provide shared ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...

Kestra Holdings

Client Service Specialist II

Tempe, AZ · On-site

We're looking for a Senior Client Service Associate to join our Account Services team. This full-time role is for a recognized expert who is pivotal to the operational excellence and continuous ...

Agility 360

Customer Service Associate (Banking)

Chandler, AZ

$14.25 - $19.75/hr

Customer Service Associate (Banking) ID: 1850 Location: Chandler, AZ Description Customer Service ... Experience supporting client onboarding processes and account setup * Working knowledge of treasury ...

Allstate

Client Service Associate II

Phoenix, AZ · On-site +1

$19/hr

The Client Service Associate plays a key role in a specialized, mortgage servicing environment ... This position focuses on assisting customers with mortgage accounts, escrow accounts, property ...

Allstate

Client Service Associate II

Phoenix, AZ

$19/hr

The Client Service Associate plays a key role in a specialized, mortgage servicing environment ... This position focuses on assisting customers with mortgage accounts, escrow accounts, property ...

Agility 360

Customer Service Associate (Banking)

Chandler, AZ · On-site

$14.25 - $19.75/hr

Customer Service Associate (Banking) - Chandler, AZ Agility 360 is searching for experienced ... Experience supporting client onboarding processes and account setup * Working knowledge of treasury ...

PNC Bank

Client Service Associate

Phoenix, AZ · On-site

$14.50 - $19.75/hr

As a Client Service Associate within PNC's Private Bank organization, you will be based in Houston ... Health Savings Account feature), dental and vision options; employee and spouse/child life ...

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All JobsAccount Service Associate JobsAccount Service Associate Jobs in Arizona

Account Service Associate information

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How much do account service associate jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for account service associate in Arizona is $20.57, according to ZipRecruiter salary data. Most workers in this role earn between $19.71 and $23.32 per hour, depending on experience, location, and employer.

What is the work of an account associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, resolving issues, and maintaining strong client relationships. They often use customer relationship management (CRM) tools and need good communication skills to ensure client satisfaction and retention.

What jobs pay 4000 a week without a degree?

An Account Service Associate typically does not earn $4,000 weekly without a degree, as this role usually offers moderate pay. However, some high-paying sales, real estate, or commission-based roles in industries like insurance or financial services can reach or exceed this level with experience and strong performance, often requiring sales skills and certifications rather than formal degrees.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance targets. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.
What cities in Arizona are hiring for Account Service Associate jobs? Cities in Arizona with the most Account Service Associate job openings:
Account Service Associate jobs near you
Account Services Associate

Account Services Associate

Beacon Pointe Advisors LLC

Scottsdale, AZ

$60K - $75K/yr

Full-time

Posted yesterday

Job description

Job Description

Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The Account Services Associate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

Responsibilities

  • Prepare client account paperwork, submit to custodians and follow-up to confirm completion.
  • Quality control of submitted requests and account set up in Tamarac AdvisorView following firm procedures.
  • Execute account maintenance tasks such as, account terminations and other special requests as directed.
  • Review custodian alerts, document in applicable systems and follow-up as needed to resolve.
  • Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc.
  • Research and respond to routine-to-complex inquires within defined service level commitments.
  • Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies.
  • Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac AdvisorView).
  • Partner with internal teams to document, review and update firm policies & procedures.
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures.

Qualifications

  • Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred).
  • 1 - 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
  • Excellent interpersonal and verbal/written skills.
  • Self-starter with a proven ability to work in a fast-paced, evolving work environment.
  • Proficiency with Microsoft Office; experience with Salesforce, Tamarac, Envestnet Trading, or similar systems preferred.
  • Familiarity with major custodian platforms such as Schwab and Fidelity is a plus.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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