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Client Service Associate Jobs in Arizona (NOW HIRING)

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 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 ...

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 · 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 ...

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 ...

Chase

Client Service Associate

Tempe, AZ

$14 - $19.50/hr

Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our ...

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 information

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How much do client service associate jobs pay per hour?

As of May 29, 2026, the average hourly pay for client service associate in Arizona is $15.97, according to ZipRecruiter salary data. Most workers in this role earn between $12.98 and $17.93 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

What jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What are the most commonly searched types of Client Service jobs in Arizona? The most popular types of Client Service jobs in Arizona are:
What cities in Arizona are hiring for Client Service Associate jobs? Cities in Arizona with the most Client Service Associate job openings:
Client Service Associate 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 11 days ago

Ameriprise rating

8.3

Company rating: 8.3 out of 10

Based on 111 frontline employees who took The Breakroom Quiz

37th 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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Workplace

Get the full story on Breakroom

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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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