Client Service Assistant
$16.25 - $22.25/hr
The Client Service Assistant (CSA) provides support to Financial Advisors and the Wealth Management program to build new and maintain existing client relationships and support the program in reaching ...
$16.25 - $22.25/hr
The Client Service Assistant (CSA) provides support to Financial Advisors and the Wealth Management program to build new and maintain existing client relationships and support the program in reaching ...
$16.25 - $22.25/hr
The Client Service Assistant (CSA) provides support to Financial Advisors and the Wealth Management program to build new and maintain existing client relationships and support the program in reaching ...
Phoenix, AZ · On-site
$16.25 - $22.25/hr
The Client Service Assistant (CSA) provides support to Financial Advisors and the Wealth Management program to build new and maintain existing client relationships and support the program in reaching ...
Phoenix, AZ · On-site
$16.25 - $22.25/hr
The Client Service Assistant (CSA) provides support to Financial Advisors and the Wealth Management program to build new and maintain existing client relationships and support the program in reaching ...
Phoenix, AZ · On-site
$59K - $76K/yr
The Client Service Assistant Manager will focus on implementing and assisting with best practices while they introduce and enforce our Standards of Excellence. This role will report to the Client ...
Phoenix, AZ · On-site
$59K - $76K/yr
The Client Service Assistant Manager will focus on implementing and assisting with best practices while they introduce and enforce our Standards of Excellence. This role will report to the Client ...
Mesa, AZ · On-site
$15 - $18.69/hr
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... services Assist incoming clients by completing the required documentation, entering all pet ...
Mesa, AZ · On-site
$15 - $18.69/hr
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... services Assist incoming clients by completing the required documentation, entering all pet ...
Mesa, AZ · On-site
$15 - $18.69/hr
... services Assist incoming clients by completing the required documentation, entering all pet ... Client service skills - Consistently ensures the team provides the client with attentive, courteous ...
Mesa, AZ · On-site
$15 - $18.69/hr
... services Assist incoming clients by completing the required documentation, entering all pet ... Client service skills - Consistently ensures the team provides the client with attentive, courteous ...
Queen Creek, AZ · On-site
$15 - $18.69/hr
... services Assist incoming clients by completing the required documentation, entering all pet ... Client service skills - Consistently ensures the team provides the client with attentive, courteous ...
Queen Creek, AZ · On-site
$15 - $18.69/hr
... services Assist incoming clients by completing the required documentation, entering all pet ... Client service skills - Consistently ensures the team provides the client with attentive, courteous ...
Gilbert, AZ · On-site
$18 - $23.50/hr
... service. * Assist outgoing clients by providing all necessary instructions, information and ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)
Gilbert, AZ · On-site
$18 - $23.50/hr
... service. * Assist outgoing clients by providing all necessary instructions, information and ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)
Gilbert, AZ · On-site
$18 - $23.50/hr
... service. * Assist outgoing clients by providing all necessary instructions, information and ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)
Gilbert, AZ · On-site
$18 - $23.50/hr
... service. * Assist outgoing clients by providing all necessary instructions, information and ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)
Gilbert, AZ · On-site
$18 - $23.50/hr
... service. * Assist outgoing clients by providing all necessary instructions, information and ... Client Service Skills * Priority Setting * Time Management * Capabilities and Experience (can do)
Gilbert, AZ · On-site
$18 - $23.50/hr
... service. * Assist outgoing clients by providing all necessary instructions, information and ... Client Service Skills * Priority Setting * Time Management * Capabilities and Experience (can do)
Phoenix, AZ · On-site
$15 - $18.69/hr
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital ... services Assist incoming clients by completing the required documentation, entering all pet ...
Phoenix, AZ · On-site
$15 - $18.69/hr
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital ... services Assist incoming clients by completing the required documentation, entering all pet ...
Scottsdale, AZ · On-site
$65 - $85/hr
Client Service Representative Full Time Scottsdale, AZ, US 2 days ago Requisition ID: 1159 Salary ... Scan and upload registration documents to Salesforce CRM * Assist clients with accessing our client ...
Scottsdale, AZ · On-site
$65 - $85/hr
Client Service Representative Full Time Scottsdale, AZ, US 2 days ago Requisition ID: 1159 Salary ... Scan and upload registration documents to Salesforce CRM * Assist clients with accessing our client ...
Phoenix, AZ · On-site
$15 - $18.69/hr
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital ... services Assist incoming clients by completing the required documentation, entering all pet ...
Phoenix, AZ · On-site
$15 - $18.69/hr
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital ... services Assist incoming clients by completing the required documentation, entering all pet ...
Scottsdale, AZ · On-site
$85K/yr
As our Client Services Representative, your creative problem-solving skills and impeccable ... Scan and upload registration documents to Salesforce CRM * Assist clients with accessing our client ...
Quick apply
Scottsdale, AZ · On-site
$85K/yr
As our Client Services Representative, your creative problem-solving skills and impeccable ... Scan and upload registration documents to Salesforce CRM * Assist clients with accessing our client ...
Chandler, AZ · Hybrid
$21 - $24/hr
Collaborate with Client Managers and Assistant Client Managers to resolve service issues and escalate concerns when appropriate * Participate in cross-training initiatives to support service ...
Chandler, AZ · Hybrid
$21 - $24/hr
Collaborate with Client Managers and Assistant Client Managers to resolve service issues and escalate concerns when appropriate * Participate in cross-training initiatives to support service ...
Phoenix, AZ · On-site
$20 - $25/hr
Client Services Specialist | Experienced Strategy Financial Group Full-Time | On-Site | Peoria, AZ ... Receive, sort, and distribute mail and packages * Assist in the inventory management of office ...
Quick apply
Phoenix, AZ · On-site
$20 - $25/hr
Client Services Specialist | Experienced Strategy Financial Group Full-Time | On-Site | Peoria, AZ ... Receive, sort, and distribute mail and packages * Assist in the inventory management of office ...
Phoenix, AZ · On-site
$20 - $25/hr
Client Services Specialist | Experienced Strategy Financial Group Full-Time | On-Site | Peoria, AZ ... Receive, sort, and distribute mail and packages * Assist in the inventory management of office ...
Quick apply
Phoenix, AZ · On-site
$20 - $25/hr
Client Services Specialist | Experienced Strategy Financial Group Full-Time | On-Site | Peoria, AZ ... Receive, sort, and distribute mail and packages * Assist in the inventory management of office ...
Phoenix, AZ · On-site
$90 - $130/hr
Description The Client Service Lead is responsible for managing Client Service Specialists and ... Engage internal resources & assist in resolution of client issues while focusing on areas of ...
New
Phoenix, AZ · On-site
$90 - $130/hr
Description The Client Service Lead is responsible for managing Client Service Specialists and ... Engage internal resources & assist in resolution of client issues while focusing on areas of ...
New
Phoenix, AZ · Hybrid
$50K/yr
... * Assist with ad-hoc requests Experience you will bring: * 1-3 years of previous work experience ... client service * Work authorization required Skills you will bring: * Attention to detail and ...
Phoenix, AZ · Hybrid
$50K/yr
... * Assist with ad-hoc requests Experience you will bring: * 1-3 years of previous work experience ... client service * Work authorization required Skills you will bring: * Attention to detail and ...
Peoria, AZ · On-site
$20 - $25/hr
Client Service Specialist Location (city, state): Peoria, AZ Compensation: $20.00 - $25.00 / hour ... Monitor and maintain office supply inventory and assist with ordering as needed. * Provide general ...
Quick apply
Peoria, AZ · On-site
$20 - $25/hr
Client Service Specialist Location (city, state): Peoria, AZ Compensation: $20.00 - $25.00 / hour ... Monitor and maintain office supply inventory and assist with ordering as needed. * Provide general ...
Paradise Valley, AZ · On-site
$50K - $60K/yr
Experienced Client Service Representative We are currently seeking a highly experienced Client ... etc. * Assist with other office functions such as mailings, call campaigns, answering phones ...
Quick apply
Paradise Valley, AZ · On-site
$50K - $60K/yr
Experienced Client Service Representative We are currently seeking a highly experienced Client ... etc. * Assist with other office functions such as mailings, call campaigns, answering phones ...
$7.49 - $9.02
2% of jobs
$9.02 - $10.55
5% of jobs
$10.55 - $12.08
5% of jobs
$12.08 - $13.61
9% of jobs
$13.97 is the 25th percentile. Wages below this are outliers.
$13.61 - $15.15
16% of jobs
The median wage is $16.02 / hr.
$15.15 - $16.68
22% of jobs
$16.68 - $18.21
15% of jobs
$18.29 is the 75th percentile. Wages above this are outliers.
$18.21 - $19.74
10% of jobs
$19.74 - $21.27
7% of jobs
$21.27 - $22.80
5% of jobs
$22.80 - $24.34
3% of jobs
$7
$16
$24
The most popular types of Client Service jobs in Phoenix, AZ are:
Cities near Phoenix, AZ with the most Client Service Assistant job openings:

$16.25 - $22.25/hr
Full-time
Posted 17 days ago
7.5
Based on 13 frontline employees who took The Breakroom Quiz
The Client Service Assistant (CSA) provides support to Financial Advisors and the Wealth Management program to build new and maintain existing client relationships and support the program in reaching our sales and service goals. The CSA is principally responsible for providing administrative, operational and client service support to one or more Financial Advisors. Other responsibilities include directly assisting with client service/requests, general operational/administrative support, researching questions/issues, processing paperwork, calendar management, client/prospect meeting and event support, maintaining records and notes, communication with clients, internal business partners and external vendors/business partners, answering incoming phone calls on our main phone line and making outbound calls to clients/prospects. Compliance and adherence to all internal and business partner policies and regulations with all governing oversight authorities (i.e. FINRA, SEC, NCUA, AZDOI, etc.) is extremely important in this position.
What you will do here:
Administrative and Operational Support: support the program and one or more Financial Advisors with various administrative and operational tasks such as processing paperwork, assisting with operational tasks for client accounts and transactions, system data entry, CRM updates and documentation, researching questions/issues with or providing assistance to internal and external business and product partners, etc.
Client/Prospect Sales and Service Support: support the program and one or more Financial Advisors with various client/prospect administrative and operational tasks such as client/prospect meeting preparation, client/prospect event preparation, referral management, calendar and appointment management, assist with maintaining consistent client/prospect sales and service communication, etc.
Inbound/Outbound Call Support: field incoming calls to the main phone line for the Wealth Management program and making outbound sales/service calls.
Professional Development: Client Service Assistants are expected to obtain securities licensure within three years. Upon successful licensure, associates advance to the Registered Service Assistant designation, gaining authority to place and execute trades on behalf of assigned Financial Advisors.
Perform other job-related duties as assigned.
What you will need:
High School Diploma or GED required.
2+ years of Banking, Investment Banking, or Wealth Management experience required.
2+ years of Customer Service experience required.
Strong listening, interpersonal, written and oral communication skills required.
Strong customer service skills, professionalism and ability to handle difficult situations required.
Strong attention to detail and organizational skills required.
Ability to effectively prioritize and execute tasks while under pressure required.
Strong team commitment; ability to work effectively independently and in various team environments required.
Basic understanding of investment and insurance products preferred.
Series 7 - General Securities Representative required to obtain within 2 years required.
Series 66 or Series 63 & Series 65; required to obtain within 2 years required.
AZ Life/Health Insurance License; required to obtain within 1 year required.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.
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Finance and insurance
1,001 - 5,000 Employees
Phoenix, AZ, US
1939