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Associate Financial Services Jobs in Tempe, AZ (NOW HIRING)

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

Associate Financial Advisor The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer ...

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management ...

Northern Trust

Associate Financial Advisor

Phoenix, AZ

$85.33K - $145.13K/yr

Northern Trust is proud to provide innovative financial services and guidance to the world's most ... As the Associate Financial Advisor progresses, there will be an ultimate expectation to build a ...

Northern Trust

Associate Financial Advisor

Phoenix, AZ

$85.33K - $145.13K/yr

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of ...

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How much do associate financial services jobs pay per hour?

As of May 28, 2026, the average hourly pay for associate financial services in Tempe, AZ is $30.61, according to ZipRecruiter salary data. Most workers in this role earn between $19.81 and $32.93 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Associate in Financial Services, and why are they important?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by Associate Financial Services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What are Associate Financial Services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Tempe, AZ? The most popular types of Financial Services jobs in Tempe, AZ are:
Associate Financial Services jobs near you
Customer Support Associate - Financial Services

Customer Support Associate - Financial Services

TalentBridge

Phoenix, AZ

$14.50 - $19.75/hr

Other

Posted 5 days ago

Job description

Customer Service Representative

A leading financial services organization is seeking customer service representatives to join its growing credit card member services team in San Antonio, TX. This is an incredible foot-in-the-door opportunity for candidates looking to launch a long-term corporate career with a highly respected enterprise organization known for world-class training, career growth, and internal advancement opportunities.

If you enjoy helping people, solving problems, and working in a fast-paced team environment, this could be the perfect next step in your career. No banking experience is required — paid training is fully provided.

What You'll Be Doing
  • Handle inbound customer calls related to credit card accounts and member services
  • Assist customers with:
    • Account questions and balance inquiries
    • Payments and transaction support
    • Lost or stolen cards
    • Fraud claims and disputes
    • Online and mobile banking assistance
  • Research and resolve customer concerns with professionalism and empathy
  • Navigate multiple systems while maintaining a high-quality customer experience
  • Deliver exceptional service and support on every interaction
What We're Looking For
  • Minimum 1 year of recent call center customer service experience
  • Strong communication and problem-solving skills
  • Ability to multitask in a fast-paced environment
  • Comfortable navigating multiple computer systems
  • Positive attitude with a willingness to learn and grow
  • Reliable attendance and professionalism
  • Must be flexible to work any assigned shift between 8:00 AM – 8:00 PM
  • Must be available to work either Saturday or Sunday each week
  • Spanish bilingual skills are welcomed but not required
Training & Work Environment
  • Fully onsite position in San Antonio, TX
  • Incredible paid training program designed to set you up for success
  • First 12 weeks are fully onsite for training and development
  • Collaborative, team-oriented environment with hands-on leadership support
  • High-energy call center supporting credit card member services

Why This Opportunity Stands Out Excellent entry point into the financial services industry Paid training with strong leadership support Opportunity for long-term career growth and internal advancement Gain experience with a major enterprise-level organization Stable full-time opportunity with competitive pay Professional corporate environment and outstanding team culture

If you're looking for a company that invests in your development and provides real career growth potential, apply today!

Apply