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Client Associate Jobs in Tucson, AZ (NOW HIRING)

KINGHORN LAW PLLC

Client Service Coordinator

Tucson, AZ · On-site

$20 - $23/hr

Client Service Coordinator - Tucson, AZ Classification: Non-exempt Hours: Full-time Location: 3573 ... Associate or higher degree (preferred) * Ability to work regular business hours Monday-Friday, with ...

Kinghorn Law

Client Service Coordinator

Tucson, AZ · On-site

$20 - $24/hr

Client Service Coordinator - Tucson, AZ Classification: Non-exempt Hours: Full-time Location: 3573 ... Associate or higher degree (preferred) * Ability to work regular business hours Monday-Friday ...

Kinghorn Law

Client Service Coordinator

Tucson, AZ

$20 - $24/hr

Client Service Coordinator -Tucson, AZ Classification: Non-exempt Hours: Full-time Location: 3573 E ... Associate or higher degree (preferred) * Ability to work regular business hoursMonday-Friday, with ...

Huber CPA PC

Tax & Accounting Associate

Tucson, AZ · On-site

$55K - $73K/yr

Associates play a key role in client engagements by establishing a personal and direct working relationship with clients. They complete bookkeeping, prepare Business and Individual tax returns, and ...

Kinghorn Law

Client Service Coordinator

Tucson, AZ · On-site

$20 - $24/hr

Client Service Coordinator - Tucson, AZ Classification: Non-exempt Hours: Full-time Location: 3573 ... Associate or higher degree (preferred) * Ability to work regular business hours Monday-Friday, with ...

Huber CPA PC

Tax & Accounting Associate

Tucson, AZ · On-site

$55K - $73K/yr

Associates play a key role in client engagements by establishing a personal and direct working relationship with clients. They complete bookkeeping, prepare Business and Individual tax returns, and ...

H&R Block

Tax Associate

Oro Valley, AZ · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

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All JobsClient Associate JobsClient Associate Jobs in Tucson, AZ

Client Associate information

See Tucson, AZ salary details

$17.8K

$49.2K

$72.8K

How much do client associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for client associate in Tucson, AZ is $49,154.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,600.00 and $59,800.00 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 Tucson, AZ?

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

What are popular job titles related to Client Associate jobs in Tucson, AZ?

For Client Associate jobs in Tucson, AZ, the most frequently searched job titles are:

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Tucson, AZ as of August 2026, with employment types broken down into 85% Full Time, 9% Part Time, and 6% Contract. Highlights an 68% Physical, 3% Hybrid, and 29% Remote job distribution, with an average salary of $48,186 per year, or $23.2 per hour.

Client Relationship Associate

Modern Wealth Management AZ LLC

Tucson, AZ • On-site

$17 - $22/hr

Part-time

Re-posted 11 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.