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

Allstate

Client Service Associate II

Phoenix, AZ

$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 ...

Allstate

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 ...

TEKsystems

Client Services Associate

Tempe, AZ

$21/hr

Strong customer service mindset with a passion for helping others. * Excellent problem-solving and critical-thinking abilities. * Ability to multitask and navigate multiple computer systems ...

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Client Service Associate information

See Phoenix, AZ salary details

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How much do client service associate jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for client service associate in Phoenix, AZ is $17.02, according to ZipRecruiter salary data. Most workers in this role earn between $13.85 and $19.09 per hour, depending on experience, location, and employer.

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.

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 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 much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What are the most commonly searched types of Client Service jobs in Phoenix, AZ?

The most popular types of Client Service jobs in Phoenix, AZ are:

What cities near Phoenix, AZ are hiring for Client Service Associate jobs?

Cities near Phoenix, AZ with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Phoenix, AZ as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $35,394 per year, or $17 per hour.

Registered Client Service Associate - Gilbert,AZ

Morgan Stanley E-TRADE

Gilbert, AZ

Full-time

Medical, Retirement, PTO

Re-posted 11 days ago

Job description

Position Overview:
As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. This is a phone-based role, and the service associate is responsible for understanding firm policies and digital tools to service and guide new and existing clients.
The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley's products and solutions in a professional and efficient manner - all while staying up to date on both company products and services and broader trends in the industry. You will work closely with Morgan Stanley Financial Advisors on a collaborative team, providing you with various opportunities to learn and grow in your financial career. Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role. This training will also encompass providing you with training materials and paid study time for incumbents to obtain their Series 7 and 66 post hire to become fully registered.

How Morgan Stanley Client Services Professionals Make an Impact:

  • Be an effective communicator: Adapt communication styles to adhere to a diverse array of people and situations and drive opportunities

  • Be an innovative thinker: Develop and share new ideas to attract and retain clients and contribute to the future growth of the business

  • Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an exceptional client experience in a fast-paced environment

  • Be eager to learn: Continuously improve understanding of investments and financial markets, through trainings and on the job learning to address client investment needs

  • Be your own advocate: Strive for excellence in your role and work with your manager to prepare for future career advancements that align with your goals as a professional

A Typical Workday as a Client Service Associate:

  • Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions

  • Strengthen and enhance existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date to ultimately help clients grow and flourish

  • Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs

  • Identify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships

  • Engage with participants to introduce value add wealth and liquidity solutions where appropriate

  • Process and follow-up on service requests to ensure execution in a timely manner

  • Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity

  • Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines

  • Place unsolicited trades for participants and clients of the Firm

  • Other duties as assigned

Benefits of being a Morgan Stanley Client Service Associate:

  • Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions

  • Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning

  • Obtain Series 7 and 66 licenses paid for by Morgan Stanley

  • Benefit from a competitive base salary and a wide range of additional benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more

  • Access to 401(k) offering with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program

Skills You Bring:

  • High School Diploma/Equivalency

  • Securities Industry Essential (SIE)

  • Obtain Series 7 and 66 or ability to obtain, paid for by Morgan Stanley, within 120 days of hire

  • Exceptional interpersonal and client service skills

  • A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm

  • Ability to handle a high volume of requests in a fast-paced environment

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