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Client Account Associate Jobs in Arizona (NOW HIRING)

RBC

Senior Client Associate

Phoenix, AZ · On-site

Senior Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...

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Client Account Associate information

How does a client account associate typically collaborate with other departments to ensure client satisfaction?

Client Account Associates frequently work cross-functionally, coordinating with departments like sales, operations, and customer support to address client needs and resolve issues promptly. They act as a bridge between the client and internal teams, ensuring that client feedback is communicated clearly and projects stay on track. Regular meetings and updates with other departments are common to maintain transparency and deliver a seamless client experience. This collaborative approach not only helps solve problems efficiently but also fosters strong long-term client relationships.

What are the key skills and qualifications needed to thrive as a client account associate, and why are they important?

To thrive as a Client Account Associate, you need strong organizational skills, attention to detail, and a background in business, finance, or customer service, often supported by a bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial platforms like Salesforce or QuickBooks is typically required. Excellent communication, problem-solving, and relationship-building abilities help you exceed client expectations and resolve issues efficiently. These skills and qualities are crucial for delivering exceptional service, retaining clients, and supporting business growth.

What is the difference between Client Account Associate vs Customer Service Representative?

AspectClient Account AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer associate's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, corporate client accounts, B2B settingsRetail, call centers, service industries
Employer & Industry UsageBanking, investment firms, financial servicesRetail stores, telecom, hospitality
Common Search & ComparisonClient Account Associate vs Customer Service Representative

The main difference is that a Client Account Associate typically works in financial or corporate settings managing client accounts, requiring some industry-specific knowledge. In contrast, a Customer Service Representative generally handles customer inquiries across various industries, focusing on service and support. Both roles involve communication skills, but the Client Account Associate often deals with more complex account management tasks within financial services.

Is a client account associate a good job?

A client account associate is a role that involves managing client relationships, processing account transactions, and providing customer service. It can offer stable employment, opportunities for skill development in communication and organization, and may require familiarity with CRM software. Overall, it can be a good entry-level position in finance, sales, or customer service fields.

What does a client account associate do?

A client account associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, process transactions, and use customer relationship management (CRM) tools to maintain accurate records and foster strong client relationships.

What are the most commonly searched types of Client Account jobs in Arizona?

The most popular types of Client Account jobs in Arizona are:

What cities in Arizona are hiring for Client Account Associate jobs?

Cities in Arizona with the most Client Account Associate job openings:

Client Account Associate jobs near you

Account Services Specialist

Scottsdale, AZ

Beacon Pointe Advisors LLC
Finance and Insurance • 51 - 200 employees
Learn more about Beacon Pointe Advisors LLCexternal

$75K - $85K/yr

Full-time

Re-posted 9 days ago

Job description

Job Description 

Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as a dedicated resource with a specialized focus on deceased client account resolution. This position will reside in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that provide service to 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 

  • Serve as the primary coordinator for deceased client account handling, ensuring timely and accurate processing across custodians and internal advisory teams.  
  • Facilitate the end‑to‑end workflow for deceased client notifications, required documentation, asset movement, beneficiary transitions, and account updates.  
  • Communicate with custodians (e.g., Schwab, Fidelity, Pershing, SEI, Raymond James) to submit, monitor, and resolve all deceased‑related requests, including account restrictions, retitling, and distribution processing. 
  • Partner with advisory teams to gather necessary information, guide them through required steps, and provide clear updates on custodial status and next actions.  
  • Perform rigorous quality control on all deceased‑related paperwork, ensuring accuracy, regulatory alignment, and consistency with firm procedures.  
  • Track and document all custodian alerts, outstanding items, and workflow stages within CRM and Reporting systems; proactively follow up to drive completion.  
  • Contribute to ongoing enhancements of firm policies, procedures, and process documentation relating to deceased client handling. 
  • Collaborate with operations leadership on initiatives aimed at improving efficiency, consistency, and the client experience during deceased‑related transitions. 

Qualifications 

  • Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)  
  • 5+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer 
  • Excellent interpersonal and verbal/written skills 
  • Strong commitment to detail with excellent organization and prioritization skilks
  • Self-starter with a proven ability to work in a fast-paced, evolving work environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  • Knowledge of Salesforce CRM and Tamarac preferred 
  • Experience with Charles Schwab, Fidelity, SEI, Pershing and/or Raymond James institutional platforms and paperwork preferred 

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.