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Client Service Associate Entry Level Jobs in Chandler, AZ

Squaremouth

Client Service Associate

Scottsdale, AZ · On-site

$14.75 - $20.25/hr

Client Service Associate/Analyst The Client Service Associate/Analyst provides essential non-advice ... This entry-level position offers the opportunity to develop core knowledge of financial products ...

New

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 provide shared support for advisors who have a short term need. CSAs will report into the Market CRM ...

Alphabe Insight

Client Service Associate

Phoenix, AZ · On-site

$50K - $54K/yr

Client Service Associate Catch Vibe Voice is a forward-thinking communications firm dedicated to helping brands craft meaningful narratives and build impactful connections. We specialize in strategic ...

HUB International

Client Service Associate

Scottsdale, AZ · On-site

$14.75 - $20.25/hr

Role Summary The Client Service Associate/Analyst provides essential non-advice-related support to ... This entry-level position offers the opportunity to develop core knowledge of financial products ...

New

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 ...

HUB

Client Service Associate

Scottsdale, AZ

$14.50 - $20.25/hr

TheClient Services Associateoversees the administration of client services, including contacting clients for account reviews,assistingwith non-trade related client requests, and processing ...

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 ...

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 · 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 ...

PNC Bank

Client Service Associate

Phoenix, AZ

$14.50 - $19.75/hr

As a Client Service Associate within PNC's Private Bank organization, you will be based in Phoenix, AZ or Houston, TX. PNC is an in-office company that fosters a supportive culture where employees ...

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Client Service Associate Entry Level information

See Chandler, AZ salary details

$8

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$26

How much do client service associate entry level jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for client service associate entry level in Chandler, AZ is $16.88, according to ZipRecruiter salary data. Most workers in this role earn between $13.75 and $18.94 per hour, depending on experience, location, and employer.

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.

What are popular job titles related to Client Service Associate Entry Level jobs in Chandler, AZ? For Client Service Associate Entry Level jobs in Chandler, AZ, the most frequently searched job titles are:
What job categories do people searching Client Service Associate Entry Level jobs in Chandler, AZ look for? The top searched job categories for Client Service Associate Entry Level jobs in Chandler, AZ are:
What cities near Chandler, AZ are hiring for Client Service Associate Entry Level jobs? Cities near Chandler, AZ with the most Client Service Associate Entry Level job openings:
Client Service Associate Entry Level jobs near you
Infographic showing various Client Service Associate Entry Level job openings in Chandler, AZ as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, and 3% Contract. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $35,108 per year, or $16.9 per hour.

Client Service Associate

Squaremouth

Scottsdale, AZ • On-site

$14.75 - $20.25/hr

Other

Posted 3 days ago

New

Job description

Client Service Associate/Analyst

The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and their clients, ensuring seamless delivery of wealth management services. This entry-level position offers the opportunity to develop core knowledge of financial products, planning concepts, and client service practices while supporting experienced advisors in managing high-net-worth client relationships.

Key Responsibilities
  • Provide non-advice-related support to clients including preparing standard client reports and account statements
  • Maintain accurate client files, documentation, and ensure all records are current and compliant
  • Answer routine client questions and service requests under supervision of advisors
  • Interface with broker-dealers, custodians, and product providers to facilitate transactions and resolve issues
  • Prepare materials for client meetings including performance reports, financial statements, and presentation decks
  • Process account paperwork including new account openings, transfers, and beneficiary updates
  • Assist with scheduling client meetings and maintaining advisor calendars
  • Monitor client accounts for required actions such as RMDs, rebalancing needs, and account reviews
  • Support the team with data entry into financial planning software and CRM systems
  • Participate in team meetings and contribute to process improvement initiatives
  • Complete assigned training programs to build knowledge of financial products and planning concepts
  • Ensure all client communications and documentation meet compliance standards
Qualifications Education
  • Bachelor's degree preferred in business, finance, economics, or related field
Industry Credentials & Licenses
  • Series 65 preferred; if associated with Broker-Dealer: SIE, Series 7, and Series 66
  • Willingness to pursue CFP certification and additional industry designations
Professional Experience
  • 0-3 years of experience in financial services, wealth management, or client services
  • Core knowledge of financial industry, financial products, and financial planning concepts
  • Strong organizational skills with exceptional attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Time management skills and ability to manage multiple priorities
  • Ability to collaborate effectively with team members and managers
  • Professional demeanor with commitment to delivering high-quality client service
  • Eagerness to learn and develop expertise in wealth management

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