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Client Operations Associate Jobs in Arizona (NOW HIRING)

Carvana

Security Operations Center Associate

Tempe, AZ · On-site

$20 - $21/hr

This is a client-facing support role. The qualifying candidate must be enthusiastic, energetic and ... The Operations Center Associate communicates and disseminates information, using established ...

Carvana

Security Operations Center Associate

Phoenix, AZ · On-site

$20 - $21/hr

This is a client-facing support role. The qualifying candidate must be enthusiastic, energetic and ... The Operations Center Associate communicates and disseminates information, using established ...

Carvana

Security Operations Center Associate

Phoenix, AZ · On-site

$20 - $21/hr

This is a client-facing support role. The qualifying candidate must be enthusiastic, energetic and ... The Operations Center Associate communicates and disseminates information, using established ...

Epic HR LLC

Be Seen First

Graveyard Onsite Coordinator

Peoria, AZ · On-site

$17 - $21/hr

The client's operational leadership * Epic Personnel Partners' internal branch team * Epic associates assigned to the client site Success in this role requires balancing the needs of the client ...

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All JobsClient Operations Associate JobsClient Operations Associate Jobs in Arizona

Client Operations Associate information

See Arizona salary details

$10

$24

$49

How much do client operations associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for client operations associate in Arizona is $24.46, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $28.22 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

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

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a client operations associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a client operations associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.
What are the most commonly searched types of Client Operations jobs in Arizona? The most popular types of Client Operations jobs in Arizona are:
What cities in Arizona are hiring for Client Operations Associate jobs? Cities in Arizona with the most Client Operations Associate job openings:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Arizona as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $50,870 per year, or $24.5 per hour.

Wealth Operations Senior Associate

CAPTRUST

Phoenix, AZ • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Wealth Operations Senior Associate who will provide support for the onboarding of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST departments and our custodians (Charles Schwab, Fidelity, and Pershing Advisor Solutions). The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Friday from 8:30 a.m. to 5:30 p.m.
Responsibilities
  • Deliver exceptional, proactive service and become a trusted partner to internal teams and custodians primarily in onboarding client investment accounts
  • Review and process both internal and custodian documentation related to new account setup for accuracy, completeness, and alignment with custodial requirements and contractual agreements
  • Identify and resolve common NIGO (Not In Good Order) issues to prevent processing delays
  • Complete all duties within required timeframes with the highest attention to detail and accuracy
  • Escalate issues or challenges prior to a missed deadline
  • Take full ownership of all tasks/assignments until completion, including resolution of any issues that may arise
  • Build strong relationships with internal colleagues from various offices and our custodian partners
  • Seek and apply coaching and feedback
  • Perform other duties and special projects independently or with a team as required by the Wealth Operations or Wealth Client Service departments, including firm-wide initiatives

Qualifications
Minimum Qualifications:
  • 3-5 years' experience working in operations, back office, or client service within the financial services industry
  • Completion of a four-year college degree or equivalent experience in the following areas (but not limited to): Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or Economics, or equivalent years of experience
  • Understanding the general purpose and types of common investment accounts
  • Working knowledge of custodian paperwork and investment advisory contracts
  • Technical proficiency in navigating CRM system and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Desired Qualifications/Skills:
  • Demonstrates understanding of operational workflows and the downstream impacts of actions on account processing, client experience, and internal teams
  • Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
  • Flexibility to handle changing priorities, pressure, and short deadlines
  • Proactive in task follow-up, stays ahead of deadlines, excellent time-management skills
  • Demonstrates ability to efficiently manage assigned work using task and case queues in CRM system
  • Positive attitude and a team player
  • Ability to quickly learn new technology, systems, and processes
  • Self-motivated; ability to work well independently and with others
  • Analytical thinker and problem solver
  • Experience inputting or processing data in various systems with the ability to quickly grasp financial and investment concepts
  • Energized by change and ability to think "outside the box" regarding process improvement
  • A high standard of professionalism
  • Exceptional written and verbal communication skills
  • Notable attention to detail
  • Ability to navigate spreadsheets using formulas

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?
2375 E Camelback Rd # 700 | Phoenix, AZ 85016
OR
4208 Six Forks Rd #1700 | Raleigh, NC 27609
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.

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