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Client Service Associate Entry Level Jobs in Arizona

Ameriprise Financial

Client Service Associate

Mesa, AZ · On-site

$52K - $60K/yr

Client Service Associate McCrossan & Associates - Mesa, AZ A private wealth advisory practice of Ameriprise Financial Services, LLC McCrossan & Associates is seeking a Client Service Associate to ...

Bank of America

Client Service Associate

Chandler, AZ

$14.75 - $20.50/hr

Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will ...

Bank of America

Client Service Associate

Chandler, AZ · On-site

$14.25 - $19.75/hr

Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will ...

Bank of America

Client Service Associate

Chandler, AZ

$14.25 - $19.75/hr

Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will ...

Jackson Hewitt

Client Service Associate

Phoenix, AZ

$14 - $16/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

Jackson Hewitt

Client Service Associate

Tempe, AZ

$14 - $16/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

Alphabe Insight Inc

Client Service Associate

Phoenix, AZ · On-site

$50K - $54K/yr

We are seeking a dedicated Client Service Associate to join our growing team in Phoenix. In this role, you will support customers by providing clear, reliable assistance across various communication ...

Alphabe Insight Inc

Client Service Associate

Phoenix, AZ

$50K - $54K/yr

We are seeking a dedicated Client Service Associate to join our growing team in Phoenix. In this role, you will support customers by providing clear, reliable assistance across various communication ...

Kestra Holdings

Client Service Associate

Tempe, AZ · Hybrid

$14 - $19.50/hr

We're hiring a Client Service Associate to join our high-performing Concierge team-a group known for turning service into partnership. This is more than a support role; it's a launchpad for ...

Kestra Holdings

Client Service Associate

Tempe, AZ · On-site

$14 - $19.25/hr

We're hiring a Client Service Associate to join our high-performing Concierge team-a group known for turning service into partnership. This is more than a support role; it's a launchpad for ...

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Client Service Associate Entry Level information

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

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Client Service Associate Entry Level jobs near you
Client Service Associate

Client Service Associate

Ameriprise Financial

Mesa, AZ • On-site

$52K - $60K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Ameriprise rating

8.1

Company rating: 8.1 out of 10

Based on 116 frontline employees who took The Breakroom Quiz

38th of 138 rated financial services

Job description

Client Service Associate
McCrossan & Associates - Mesa, AZ
A private wealth advisory practice of Ameriprise Financial Services, LLC
McCrossan & Associates is seeking a Client Service Associate to join our growing team. This role is essential to delivering a high-quality client experience while supporting the advisors with the day-to-day operational needs of the practice.
The Client Service Associate will work closely with the advisory team to manage client service requests, coordinate meeting preparation, and ensure all operational and administrative tasks are handled efficiently. This position is ideal for someone who enjoys working in a fast-paced, client-focused environment and is interested in building a long-term career in the financial services industry.
Key Responsibilities
  • Serve as a primary point of contact for client inquiries, responding via phone, email, and in person
  • Prepare client meeting agendas, documents, and follow-up summaries
  • Maintain and update the Client Relationship Management (CRM) system
  • Coordinate scheduling and confirm client appointments
  • Assist with account openings, transfers, and service-related transactions
  • Process check deposits, incoming mail, and required paperwork
  • Track outstanding items such as planning documents, tax forms, and required signatures
  • Support advisors during client meetings and document follow-up action items
  • Ensure client files are organized and maintained in compliance with regulatory standards
  • Assist with estate settlement processing and related applications
  • Provide general operational and administrative support to the advisory team

Ideal Candidate
The ideal candidate brings a strong client service mindset, attention to detail, and an interest in growing within the financial services industry.
Qualifications include:
  • 1-3 years of experience in a client service or administrative support role (financial services experience preferred)
  • Associate's or Bachelor's degree preferred, but not required
  • Strong organizational skills and attention to detail
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Professional, proactive, and team-oriented mindset
  • Comfort working with confidential client information and regulatory processes
  • Ability to deliver a high level of client service and maintain professional client relationships

Career Growth Opportunity
This position offers an opportunity to build a career within the financial services industry. We are interested in candidates who may have an interest in continuing to develop within the profession, potentially pursuing industry licensing and growing into more advanced roles such as paraplanner or financial advisor support positions over time.
Compensation & Benefits
  • Salary: $52,000 - $60,000 annually (exempt)
  • Quarterly bonus potential
  • Health, dental, and vision insurance (eligible after 60 days)
  • 401(k) with employer match after one year
  • Two weeks of vacation during the first year, plus holidays
  • Monday-Friday schedule

Location
This is a full-time, in-office role based in Mesa, AZ (85210).
Equal Opportunity Employer
McCrossan & Associates is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

What Ameriprise employees say

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Benefits

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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