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Client Service Associate Jobs in Chandler, AZ (NOW HIRING)

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-related support to wealth advisors and their clients, ensuring seamless delivery of wealth ...

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 ...

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 ...

Chase

Client Service Associate

Tempe, AZ · On-site

$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 ...

J.P. Morgan

Client Service Associate

Tempe, AZ · On-site

$14 - $19.25/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

JPMorgan Chase & Co

Client Service Associate

Tempe, AZ

$14.25 - $19.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

JPMorgan Chase & Co.

Client Service Associate

Tempe, AZ · On-site

$14.25 - $19.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

JP Morgan Chase

Client Service Associate

Tempe, AZ

$14.25 - $19.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

JP Morgan Chase

Client Service Associate

Tempe, AZ · On-site

$14.25 - $19.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

JPMorgan Chase & Co

Client Service Associate

Tempe, AZ · On-site

$14.25 - $19.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

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 ...

Bank of America

Client Service Associate

Chandler, AZ · On-site

$14.75 - $20.50/hr

Client Service Associate Chandler, Arizona To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility ...

Guidepoint

Client Service Associate

Phoenix, AZ · Hybrid

$55K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Associate

Phoenix, AZ · On-site

$55K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Associate

Phoenix, AZ · On-site

$55K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Chandler, AZ

Client Service Associate information

See Chandler, AZ salary details

$8

$16

$26

How much do client service associate jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for client service associate in Chandler, AZ is $16.83, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $18.89 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.

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.

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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What is a client service associate?

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 are the most commonly searched types of Client Service jobs in Chandler, AZ? The most popular types of Client Service jobs in Chandler, AZ are:
What cities near Chandler, AZ are hiring for Client Service Associate jobs? Cities near Chandler, AZ with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Chandler, AZ as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $35,007 per year, or $16.8 per hour.

Client Service Associate

Squaremouth

Scottsdale, AZ • On-site

$14.75 - $20.25/hr

Other

Posted 6 days ago

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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