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Client Account Associate Jobs in Phoenix, AZ (NOW HIRING)

Client Service Associate

Scottsdale, AZ

$14.50 - $20.25/hr

Oversees scheduling of clients for account reviews, in person or remotely. * Prepares,submits, and follows up on new client paperwork. * Performs administrative support for client investment accounts ...

Showing results 41-60

Client Account Associate information

See Phoenix, AZ salary details

$29.3K

$56.4K

$77.4K

How much do client account associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client account associate in Phoenix, AZ is $56,411.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,200.00 and $64,000.00 per year, depending on experience, location, and employer.

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.

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 Phoenix, AZ? The most popular types of Client Account jobs in Phoenix, AZ are:
What cities near Phoenix, AZ are hiring for Client Account Associate jobs? Cities near Phoenix, AZ with the most Client Account Associate job openings:

Client Servicing Development Associate

Northern Trust

Tempe, AZ • On-site

$43K - $64K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago


Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz


Job description

Jumpstart Program At Northern Trust

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

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 service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Partners hired into the Jumpstart program will undergo foundational and functional training in core wealth management concepts and tasks, which will prepare them for placement on a Wealth Management team. Financial services experience is not required for this role. This program is ideal for early-career candidates looking for an entry point into a career with Northern Trust.

Key Responsibilities
  • Complete all required training within a specified time frame
  • Consistently receive passing scores on all proctored and self-paced training courses
  • Quickly pivot from training to overflow team to support work based on volume and client needs
  • Develop a strong knowledge of the various business applications critical to client and account servicing, including on-line tools
  • Execute client account servicing activities as requested by partners within appropriate time frames
  • Develop a strong understanding of required steps involved with each request, communicating with partners as appropriate to properly execute the requested activity
  • Address the requirements of each activity in a timely fashion and in strict adherence with corporate and business guidelines and procedures, promptly escalating any issues and/or concerns to management
  • Review and maintain client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged
  • Consistently deliver excellent levels of service

The successful candidate will benefit from having:

  • Excellent interpersonal, verbal and written skills
  • Flexibility to adapt to rapidly changing business conditions
  • Strong customer service skills
  • Learning agility to quickly develop competence and comfort with new technology, applications, and/or work assignments
  • Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow
  • A desire to build a career at Northern Trust
  • Post-secondary degree preferred

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)

Salary Range:

$43,200 - 64,800 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.


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