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Client Engagement Associate Jobs in Arizona (NOW HIRING)

Morgan Stanley

VEA - Team Manager

Tempe, AZ

The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial ... By leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client ...

Bank of America

Client Service Associate

Chandler, AZ · On-site

$14.75 - $20.50/hr

Client Service Associates Client Service Associates will be co-located at a central site, and will ... Drive digital client engagement * Use Salesforce to track daily activities Skills: * Account ...

Bank of America

Client Service Associate

Chandler, AZ

$14.25 - $19.75/hr

Join us! Client Service Associates will be co-located at a central site, and will provide shared ... Drive digital client engagement * Use Salesforce to track daily activities Skills: * Account ...

Bank of America

Client Service Associate

Chandler, AZ · On-site

$14.25 - $19.75/hr

Join us! Client Service Associates will be co-located at a central site, and will provide shared ... Drive digital client engagement * Use Salesforce to track daily activities Skills: * Account ...

Equity Methods

Senior Associate

Scottsdale, AZ

Senior associates receive high-impact training to prepare for direct client engagement exposure and a rapid progression to client management. We serve the accounting and HR executive teams at Fortune ...

Equity Methods

Senior Associate

Scottsdale, AZ · On-site

Senior associates receive high-impact training to prepare for direct client engagement exposure and a rapid progression to client management. We serve the accounting and HR executive teams at Fortune ...

CBIZ

Tax Senior Associate

Phoenix, AZ

$80K - $100K/yr

Must be able to travel based on client and business needs Tax Senior Associate | Generalist ... Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client ...

Myers and Stauffer

Tax Senior Associate

Phoenix, AZ

$80K - $100K/yr

Must be able to travel based on client and business needs Tax Senior Associate | Generalist ... Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client ...

CBIZ, Inc.

Tax Senior Associate

Phoenix, AZ · On-site

$74K - $92K/yr

#LI-Onsite #LI-EM1 Responsibilities Tax Senior Associate | Generalist Essential Functions and ... Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client ...

Raymondjames

Associate Advisor

Gilbert, AZ

The Associate Advisor is an integral part of our team. The ideal candidate has a servant heart and ... Send personalized communication (cards, videos, etc.) to strengthen client engagement on ...

Heritage Exposition Services

Sales Associate

Phoenix, AZ

$14 - $18.75/hr

The Sales Associate supports Heritage's sales pipeline by assisting with lead identification, qualification, and early-stage client engagement while managing low-complexity sales opportunities and ...

Heritage Exposition Services

Sales Associate

Phoenix, AZ · On-site

$14 - $19/hr

The Sales Associate supports Heritage's sales pipeline by assisting with lead identification, qualification, and early-stage client engagement while managing low-complexity sales opportunities and ...

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All JobsClient Engagement Associate JobsClient Engagement Associate Jobs in Arizona

Client Engagement Associate information

See Arizona salary details

$21.4K

$43.8K

$67.6K

How much do client engagement associate jobs pay per year?

As of Jun 28, 2026, the average yearly pay for client engagement associate in Arizona is $43,763.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,500.00 and $51,700.00 per year, depending on experience, location, and employer.

What are some common challenges a Client Engagement Associate may face when managing multiple client accounts?

Client Engagement Associates often juggle several client accounts simultaneously, which can present challenges such as prioritizing tasks, maintaining clear communication, and ensuring timely follow-ups. Balancing client expectations while meeting internal deadlines requires strong organizational skills and adaptability. It's important to develop effective time management strategies and leverage CRM tools to stay organized and responsive. Additionally, proactively addressing client concerns can help build trust and foster long-term relationships.

What does a client engagement associate do?

A client engagement associate is responsible for building and maintaining relationships with clients to ensure their satisfaction and retention. They often handle communication, gather client feedback, and coordinate services or solutions, using tools like CRM software. The role requires strong communication skills and a customer-focused approach.

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

To thrive as a Client Engagement Associate, you need strong communication, relationship-building, and problem-solving skills, typically supported by a bachelor's degree in business, marketing, or a related field. Familiarity with CRM software, project management tools, and customer analytics platforms is often important. Exceptional interpersonal skills, adaptability, and a proactive attitude help you stand out in client interactions. These competencies are crucial for fostering client satisfaction, building long-term partnerships, and driving business growth.

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

AspectClient Engagement AssociateCustomer Service Representative
Required CredentialsTypically a bachelor's degree in business, marketing, or related fieldHigh school diploma or equivalent; some roles prefer post-secondary education
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, or online support platforms
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, telecommunications, hospitality
Common Search & ComparisonFocuses on building long-term client relationships and engagement strategiesPrimarily addresses customer inquiries and resolves issues

The main difference is that a Client Engagement Associate concentrates on fostering ongoing relationships and strategic engagement with clients, often in a professional or corporate setting. In contrast, a Customer Service Representative handles immediate customer inquiries and support, typically in retail or call center environments. Both roles require strong communication skills but serve different purposes within their industries.

Is client associate entry level?

A Client Engagement Associate role is often considered entry-level, suitable for candidates with little to no prior experience in client services or related fields. The position typically requires strong communication skills and may involve training on company-specific tools and processes.

What is a Client Engagement Associate?

A Client Engagement Associate is a professional responsible for building and maintaining strong relationships with clients to ensure their satisfaction and loyalty. They act as the primary point of contact, addressing client needs, resolving concerns, and supporting account management activities. Their role often includes onboarding new clients, providing updates on products or services, and coordinating with internal teams to deliver exceptional client experiences.

What is a client engagement job?

A client engagement associate is responsible for building and maintaining relationships with clients to ensure satisfaction and loyalty. The role often involves communication skills, understanding client needs, and coordinating with internal teams to deliver solutions. It may also include tracking engagement metrics and using customer relationship management (CRM) tools.

Is a CSA job stressful?

A Client Engagement Associate (CSA) role can be stressful due to high customer interaction, meeting performance targets, and managing multiple tasks simultaneously. Strong communication skills and time management are important to handle the demands of the job effectively.
What are the most commonly searched types of Client Engagement jobs in Arizona? The most popular types of Client Engagement jobs in Arizona are:
What cities in Arizona are hiring for Client Engagement Associate jobs? Cities in Arizona with the most Client Engagement Associate job openings:
Client Engagement Associate jobs near you
Infographic showing various Client Engagement Associate job openings in Arizona as of June 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, 1% Temporary, and 6% Contract. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution, with an average salary of $43,763 per year, or $21 per hour.
VEA - Team Manager

VEA - Team Manager

Morgan Stanley

Tempe, AZ

Full-time

Posted 19 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 151 frontline employees who took The Breakroom Quiz

40th of 139 rated financial services

Job description

Job Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of Morgan Stanley Financial Advisors.

The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial Advisors by executing aspects of their individual business development strategies. By leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client engagement by managing their digital presence via social media and business websites, creating consistent client-specific communication based on Morgan Stanley's unique Next Best Action tool, building authentic goals-based financial plans for clients and prospects, and more.

As part of the Virtual Engagement Associate Program (VEA) team, the VEA Team Manager is responsible for directly managing a team of 20+ VEAs who support a subset of our Financial Advisor base through either Digital Marketing or Financial Planning services. The VEA Team Manager will ensure their entire team is performing at a high level while adhering to Firm & program standards of excellence.

Responsibilities:

  • Responsible for supervision of VEAs including managing their training and development

  • Monitor on-site performance, behavior and general policy adherence

  • Develop effective teams, providing consistent leadership and assuming accountability for results

  • Ensure the team is meeting all minimum requirements defined by the VEA standards of excellence; these include, but are not limited to, client engagement metrics and logging activity

  • Coach and develop team members to improve their performance across all metrics

  • As needed, create performance improvement plans for underperforming VEAs

  • Support the VEA Recruiter in the Campus Recruiting process by conducting candidate interviews or assist with various recruiting efforts as necessary

  • Conduct regular team meetings to pass along best practices and share ideas

  • Understanding and knowledge across all VEA services and offerings

  • In partnership with the VEA Relationship Manager, conduct performance reviews

  • Stay organized, focused, and highly disciplined

  • Demonstrate accountability and a strong work ethic to promote confidence and trust in their work

Qualifications:

  • Bachelor's degree or equivalent experience

  • Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field

  • Licensing requirements: SIE required before start date; Series 7 and Series 66 required to be completed within 90 days from hire date / transfer in date. Series 24 or 9/10 is encouraged.

  • Previous management experience required

  • Excellent written, verbal and presentation communication skills

  • Possess exemplary organization and time-management skills

  • Expert knowledge of PC, MS Office and internet applications

  • Self-starter, must be able to work independently, be flexible and detail-oriented

  • Be authorized to work in the US without durational restrictions

  • Successfully complete background check and pre-employment assessments

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $110,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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