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

Heritage Exposition Services

Sales Associate

Phoenix, AZ · On-site

$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 ...

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 ...

MUFG Bank, Ltd.

Regulatory Engagement AVP

Tempe, AZ · Hybrid

$111K - $125K/yr

Across the globe, we're 120,000 colleagues, striving to make a difference for every client ... associates or relatives that is protected under applicable federal, state, or local law.

Leap

PT Sales Associate: Malbon Golf

Scottsdale, AZ · On-site

$16 - $18/hr

We are seeking dynamic Sales Associates who bring a passion for delivering elevated, personalized ... engagement. * Client Retention & Experience: Delivers personalized service that contributes to ...

Leap

PT Sales Associate: Malbon Golf

Scottsdale, AZ · On-site

$16 - $18/hr

We are seeking dynamic Sales Associates who bring a passion for delivering elevated, personalized ... engagement. * Client Retention & Experience: Delivers personalized service that contributes to ...

New

Pwc

SAP BRIM Consultant, Senior Associate

Phoenix, AZ

$77K - $202K/yr

As a Senior Associate, you will build meaningful client connections and learn how to manage and ... client engagement What You Must Have - At least a Bachelor's degree - At least 2 years of ...

PNC

Client Onboarding Associate

Phoenix, AZ · On-site

The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and Service ... engagement, service team introduction, etc. • Records Retention and Compliance PNC is an in ...

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All JobsClient Engagement Associate JobsClient Engagement Associate Jobs in Phoenix, AZ

Client Engagement Associate information

See Phoenix, AZ salary details

$22.8K

$46.6K

$72K

How much do client engagement associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for client engagement associate in Phoenix, AZ is $46,629.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,700.00 and $55,100.00 per year, depending on experience, location, and employer.

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

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 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 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.

What are the most commonly searched types of Client Engagement jobs in Phoenix, AZ?

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

Client Engagement Associate jobs near you
Infographic showing various Client Engagement Associate job openings in Phoenix, AZ as of June 2026, with employment types broken down into 79% Full Time, 14% Part Time, 1% Temporary, and 6% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $46,629 per year, or $22.4 per hour.

1834 Wealth Client Exp Spec

Old National Bank

Scottsdale, AZ • On-site

$62K - $122K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 4 days ago

Old National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

50th of 171 rated banks

Job description

Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The 1834 Wealth Client Experience Specialist provides comprehensive support to High Net Worth (HNW) Wealth Advisors by exercising independent judgement in delivering exceptional client service, managing administrative and operational tasks, and assisting with business development initiatives. This role ensures superior client experience through proactive communication, technical expertise, and organizational excellence, while maintaining compliance with regulatory and internal standards.
This position is classified as exempt under the Fair Labor Standards Act (FLSA) and requires a high degree of autonomy and independent judgement in decision making.
Salary Range
The salary range for this position is $62,300/yr - $122,400/yr plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Client Experience & Relationship Management - Serve as the primary service contact for clients, exercising independent judgment to resolve complex inquiries and issues, and proactively identifying opportunities to enhance the client experience.
  • Take ownership of client concerns, collaborating with internal teams or escalating as needed.
  • Deepen and retain client relationships by delivering high-touch service and identifying opportunities for internal referrals.
  • Acknowledge significant client life events with appropriate outreach (cards, gifts, messages).
  • Build rapport and instill confidence with clients to earn trust and credibility.

Advisor Support & Business Development - Partner with Advisors to develop new business proposals and financial plans, leveraging analytical skills and market insights to shape client strategies.
  • Conduct market research on clients and prospects; help identify new business opportunities.
  • Maintain and update CRM systems (e.g., Salesforce), sales tracking, pipeline forecasts, and relationship plans.
  • Participate in account reviews and ensure completion of required action items.
  • Coordinate and execute activities supporting strategic initiatives, including tracking metrics and milestones.

Technical & Administrative Support - Prepare accurate reports and maintain orderly, confidential client files and documentation.
  • Coordinate internal and external meetings, including scheduling, reserving space, and preparing materials.
  • Arrange corporate travel and logistics for Advisors as needed.
  • Provide project-related support with a high degree of professionalism, and accuracy, ensuring alignment with strategic business objectives.
  • Ensure compliance with internal policies, procedures, and regulatory requirements to safeguard client assets and privacy.

Collaboration & Stakeholder Engagement
  • Build effective relationships with internal and external stakeholders to ensure alignment and drive business growth.
  • Act as liaison between Advisors and external client advisors
  • Support event planning and management for client engagement and team initiatives.

Qualifications and Education Requirements
  • Bachelor's degree preferred (or Associate's degree with 5+ years of relevant experience).
  • 3-5 years of experience in wealth management, financial services, or a related field.
  • General knowledge of wealth management
  • Proficiency in Microsoft Office and CRM systems (Salesforce experience preferred).
  • Strong verbal, written, and presentation skills.
  • Highly organized, detail-oriented, and able to manage multiple priorities under tight deadlines.
  • Demonstrated professionalism and ability to interact with clients and colleagues at all levels.
  • Analytical and problem-solving skills with a creative approach to solutions.
  • Ability to influence and recognize new business opportunities.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!

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