ZipRecruiter

Log In

1

Client Associate Jobs in Arizona (NOW HIRING)

Mariner

Client Service Associate

Scottsdale, AZ · On-site

$14.75 - $20.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

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 for delivering extraordinary client service and care. As one of the first associates clients connect ...

next page

Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Arizona

Client Associate information

See Arizona salary details

$17.2K

$47.5K

$70.4K

How much do client associate jobs pay per year?

As of Jun 27, 2026, the average yearly pay for client associate in Arizona is $47,493.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $57,800.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

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

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Arizona? The most popular types of Client jobs in Arizona are:
What are popular job titles related to Client Associate jobs in Arizona? For Client Associate jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Arizona look for? The top searched job categories for Client Associate jobs in Arizona are:
What cities in Arizona are hiring for Client Associate jobs? Cities in Arizona with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in AZ? For Client Associate jobs in AZ, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Arizona as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $47,493 per year, or $22.8 per hour.
Client Relationship Associate

Client Relationship Associate

Modern Wealth Management AZ LLC

Tucson, AZ • On-site

$17 - $22/hr

Part-time

Posted 6 days ago

Job description

Bonus Opportunities Available Based on Performance

Position Overview
We are seeking a professional, personable, and highly organized Client Relationship Associate to support a growing financial advisory practice. This role is ideal for someone who genuinely enjoys helping people, building relationships, and creating a positive client experience. The right candidate will become a trusted point of contact for clients and play an important role in maintaining strong client relationships and smooth day-to-day operations. The ideal candidate is proactive, dependable, tech-savvy, and comfortable communicating with clients both over the phone and in person. We are looking for someone clients feel comfortable reaching out to when assistance is needed — someone who is professional, helpful, and able to build trust naturally. This position may offer opportunities for growth and advancement depending on performance and career interests, but advancement is not required to succeed in this role.

Responsibilities
•    Assist with client relationship management and ongoing client service
•    Sit in on client meetings and take detailed notes
•    Prepare and process client paperwork and documentation
•    Conduct outbound client calls and follow-up communications
•    Help ensure a smooth and professional client experience
•    Maintain organization of client records and internal systems
•    Learn and navigate financial and operational software systems
•    Assist with scheduling, administrative support, and general office operations
•    Troubleshoot basic technology or software-related issues as needed


Qualifications & Requirements
•    High school diploma required
•    Bachelor’s degree preferred, but not required
•    Previous customer service experience required
•    Phone and client communication experience preferred
•    Strong interpersonal and communication skills
•    Comfortable building rapport with clients
•    Basic computer and math skills required
•    Strong organizational skills and attention to detail
•    Ability to learn new software and systems quickly
•    Tech-savvy candidates are strongly preferred
•    Professional, dependable, and self-motivated


Preferred Traits
•    Friendly and approachable personality
•    Strong work ethic and professionalism
•    Ability to multitask in a fast-paced environment
•    Calm and confident communicator
•    Problem solver with a willingness to learn
•    Someone who takes pride in helping clients feel valued and supported
 

Company Description

Modern Wealth Management is an independent, education-based investment firm. Our team is committed to helping our clients succeed financially and live their life ambitions through personalized planning, education and ongoing partnership.