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Client Associate Jobs in Surprise, AZ (NOW HIRING)

IV Nutrition

Client Services Associate

Scottsdale, AZ · On-site

$17 - $20/hr

Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a ...

IV Nutrition

Client Services Associate

Scottsdale, AZ · On-site

$17 - $20/hr

Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a ...

IV Nutrition

Client Services Associate

Scottsdale, AZ · On-site

Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a ...

Moors & Cabot Inc

Financial Advisor

Phoenix, AZ · On-site

Set performance expectations and goals for assigned Client Associate(s) in conjunction with the Branch Manager * Provide feedback and mentorship to assigned Client Associate(s) on a regular basis

Broadridge

Senior Client Services Associate

Phoenix, AZ

$75K - $90K/yr

We are seeking a Sr Client Services Representative who will be responsible for managing a book of ... We believe that associates do their best when they feel safe, understood, and valued, and we work ...

AnywhereWorks

Client Experience Associate

Phoenix, AZ · Remote

$16/hr

We are looking for a Client Experience Associate to join our team! Please see below for more information: Your Role * You will be taking customer calls, capturing incoming leads, taking orders, and ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Surprise, AZ

Client Associate information

See Surprise, AZ salary details

$17.9K

$49.4K

$73.2K

How much do client associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client associate in Surprise, AZ is $49,415.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $60,100.00 per year, depending on experience, location, and employer.

What is a client associate?

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.

What are the key skills and qualifications needed to thrive as a client associate?

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.

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 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 Surprise, AZ?

The most popular types of Client jobs in Surprise, AZ are:

What job categories do people searching Client Associate jobs in Surprise, AZ look for?

The top searched job categories for Client Associate jobs in Surprise, AZ are:

What cities near Surprise, AZ are hiring for Client Associate jobs?

Cities near Surprise, AZ with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Surprise, AZ as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $49,415 per year, or $23.8 per hour.

Senior Wealth Management Client Associate | Ultra High Net Worth

KING'S INSURANCE STAFFING LLC

Phoenix, AZ

$100K - $300K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

Our client, a highly successful, nationally recognized Wealth Management Team, is seeking to add a Senior Wealth Management Client Associate to join their practice in the Greater Phoenix area.
This individual will play a key client-facing advisory role, working directly with high-net-worth clients while supporting senior advisors in the delivery and execution of comprehensive financial plans.
This is not a traditional “book of business” Financial Advisor role. Instead, this position is ideal for someone who excels in client relationships, financial planning, and portfolio execution, and prefers to operate within a team-based, collaborative environment while working with one of Arizona's Top-Performing Wealth Management teams!
Responsibilities:
  • Serve as a primary point of contact for clients alongside senior advisors
  • Lead and participate in client meetings, including independently managing relationships over time
  • Assist in the development and implementation of comprehensive financial plans
  • Support portfolio management and investment strategy discussions
  • Collaborate with internal team members across advisory and operations functions
  • Help maintain and grow existing client relationships through a high-touch service model
Qualifications:
  • 3 – 7+ years of experience in wealth management or financial advisory
  • Experience working with high-net-worth or ultra-high-net-worth clients
  • Proven ability to operate in a client-facing advisory capacity
  • Background supporting a team at firms such as Morgan Stanley, Merrill Lynch, UBS, or similar preferred
  • Highly professional, polished, and confident in front of clients
  • Strong communication and relationship management skills
  • Team-oriented mindset with a desire to support and scale an existing book of business
Requirements:
  • CFP® required
  • CIMA®, CFA®, or similar advanced designation strongly preferred
  • Bachelor’s degree in Finance, Economics, Business, or related field
Compensation & Benefits:
  • $100,000 – $350,000 annual salary (depending on experience) plus lucrative Bonus and both Short-Term and Long-Term Incentive Plans
  • Flexible structure including base salary + performance-based incentives
  • Very competitive comprehensive benefits package including: Medical, Dental, Vision, and Life Insurance
  • Generous Employer 401(k) matching plan
  • Lucrative PTO package
  • Uncapped growth opportunity
  • Employer covers 100% of the cost for continuing education and licensing for approved courses
  • Total compensation has strong upside for high-caliber candidates
Additional Notes
  • This role does not require an existing book of business
  • Ideal for individuals who enjoy the advisory and client relationship side of wealth management without a primary focus on business development
  • Opportunity to be part of a high-performing, collaborative team with strong long-term growth potential