Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate 2
Phoenix, AZ · On-site
Supports customer service and operations for clients: * Responsible for initiative planning and ongoing client relationship management * collaborates with external vendors, external consultants ...
Client Service Associate 2
Phoenix, AZ · On-site
Supports customer service and operations for clients: * Responsible for initiative planning and ongoing client relationship management * collaborates with external vendors, external consultants ...
Client Service Associate 1
Phoenix, AZ · On-site
$14.50 - $19.75/hr
... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...
Client Service Associate 1
Phoenix, AZ · On-site
$14.50 - $19.75/hr
... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
Client Service Associate II
Phoenix, AZ · On-site +1
$19/hr
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
Client Service Associate II
Phoenix, AZ · On-site +1
$19/hr
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
Client Service Associate (Class of 2027)
Phoenix, AZ · On-site
$60K/yr
Client Service Associate (Class of 2027) Phoenix, Arizona, United States Guidepoint's Client Service team connects leading consultancies with the subject-matter experts they need to make informed ...
New
Client Service Associate (Class of 2027)
Phoenix, AZ · On-site
$60K/yr
Client Service Associate (Class of 2027) Phoenix, Arizona, United States Guidepoint's Client Service team connects leading consultancies with the subject-matter experts they need to make informed ...
New
Client Service Associate (December 2026 Graduates)
Phoenix, AZ · On-site
$60K/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 ...
New
Client Service Associate (December 2026 Graduates)
Phoenix, AZ · On-site
$60K/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 ...
New
Client Service Associate (December 2026 Graduates)
Phoenix, AZ · Hybrid
$60K/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 ...
New
Client Service Associate (December 2026 Graduates)
Phoenix, AZ · Hybrid
$60K/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 ...
New
Client Service Associate (Bilingual Spanish/English)
Phoenix, AZ · On-site
$60K/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 ...
Client Service Associate (Bilingual Spanish/English)
Phoenix, AZ · On-site
$60K/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 ...
Client Service Associate (Class of 2027)
Phoenix, AZ · Hybrid
$60K/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 ...
New
Client Service Associate (Class of 2027)
Phoenix, AZ · Hybrid
$60K/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 ...
New
Client Service Associate (Bilingual Spanish/English)
Phoenix, AZ · On-site
$60K/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 ...
Client Service Associate (Bilingual Spanish/English)
Phoenix, AZ · On-site
$60K/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 ...
Client Service Associate (Bilingual Spanish/English)
Phoenix, AZ · Hybrid
$60K/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 ...
Client Service Associate (Bilingual Spanish/English)
Phoenix, AZ · Hybrid
$60K/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 ...
Client Service Associate (Class of 2027)
Phoenix, AZ · On-site
$60K/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 ...
New
Client Service Associate (Class of 2027)
Phoenix, AZ · On-site
$60K/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 ...
New
Client Services Associate
Phoenix, AZ · On-site
About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine ... service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and ...
Client Services Associate
Phoenix, AZ · On-site
About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine ... service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and ...
Client Service Associate II - National General
Phoenix, AZ · On-site
$19/hr
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
Client Service Associate II - National General
Phoenix, AZ · On-site
$19/hr
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
Client Service Associate II - National General
Phoenix, AZ · On-site
$19/hr
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
Client Service Associate II - National General
Phoenix, AZ · On-site
$19/hr
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
Client Service Specialist II
Tempe, AZ · On-site
We're looking for a Senior Client Service Associate to join our Account Services team. This full-time role is for a recognized expert who is pivotal to the operational excellence and continuous ...
Client Service Specialist II
Tempe, AZ · On-site
We're looking for a Senior Client Service Associate to join our Account Services team. This full-time role is for a recognized expert who is pivotal to the operational excellence and continuous ...
Client Service Supervisor
Tempe, AZ · On-site
The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily ... Oversee a team of Concierge Associates, setting clear expectations, providing day-to-day direction ...
Client Service Supervisor
Tempe, AZ · On-site
The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily ... Oversee a team of Concierge Associates, setting clear expectations, providing day-to-day direction ...
Client Service Supervisor
Tempe, AZ · On-site
The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily ... Oversee a team of Concierge Associates, setting clear expectations, providing day-to-day direction ...
Client Service Supervisor
Tempe, AZ · On-site
The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily ... Oversee a team of Concierge Associates, setting clear expectations, providing day-to-day direction ...
Client Service Supervisor
Tempe, AZ · On-site
The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily ... Oversee a team of Concierge Associates, setting clear expectations, providing day-to-day direction ...
Client Service Supervisor
Tempe, AZ · On-site
The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily ... Oversee a team of Concierge Associates, setting clear expectations, providing day-to-day direction ...
Client Service Associate information
See Goodyear, AZ salary details
$8.69 - $10.33
3% of jobs
$10.33 - $11.98
8% of jobs
$11.98 - $13.62
12% of jobs
$13.73 is the 25th percentile. Wages below this are outliers.
$13.62 - $15.27
28% of jobs
$15.27 - $16.91
15% of jobs
$18.27 is the 75th percentile. Wages above this are outliers.
$16.91 - $18.55
11% of jobs
$18.55 - $20.20
8% of jobs
$20.20 - $21.84
5% of jobs
$21.84 - $23.49
4% of jobs
$23.49 - $25.13
3% of jobs
$25.13 - $26.77
2% of jobs
$8
$16
$26
How much do client service associate jobs pay per hour?
What is a client service associate?
How does a client service associate typically collaborate with financial advisors and other team members?
What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?
What is the difference between Client Service Associate vs Customer Support Specialist?
| Aspect | Client Service Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer relevant certifications | High school diploma or equivalent; technical certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Retail, tech companies, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, e-commerce, tech support |
| Common Search & Comparison Intent | Understanding roles in finance and client interaction | Customer 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 much do client service associates make?
What cities near Goodyear, AZ are hiring for Client Service Associate jobs?
Cities near Goodyear, AZ with the most Client Service Associate job openings:

Morgan Stanley rating
8.4
Based on 155 frontline employees who took The Breakroom Quiz
31st of 150 rated financial services
Job description
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
- Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
- Executing money movement transactions at the request of the client and/or FA/PWA/team
- Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
- Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
- Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
- Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
- Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
- Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
- Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
- Assist FAs / PWAs/ teams in delivering against their business plan and client service model
- Remaining current on all policies, procedures, and new platforms
- Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
- Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
- Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
- Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
- Assisting with general in-office support functions such as copying, filing and scanning documentation
- Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- High School Diploma/Equivalency
- College degree preferred
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Two or more years of industry experience preferred
Knowledge/Skills
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Detail orientated with superior organizational skills and ability to prioritize
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multitask
- Goal oriented, self-motivated and results driven
Reports To:
- Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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