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Client Service Jobs in Phoenix, AZ (NOW HIRING)

Kestra Holdings

Client Service Director

Tempe, AZ · On-site

The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors.

Kestra Holdings

Director, Client Service

Tempe, AZ · On-site

The Director, Client Service leads the client-facing Service contact center. Client's are defined as Advisors, their teams, and end-investors. This role is responsible for delivering timely ...

Kestra Holdings

Client Service Director

Tempe, AZ · On-site

The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors.

Kestra Holdings

Client Service Director

Tempe, AZ · On-site

The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors.

Kestra Holdings

Client Service Supervisor

Tempe, AZ · On-site

The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily operations, supporting a team of associates, and ensuring the delivery of exceptional experience for ...

kestra

Client Service Supervisor

Tempe, AZ · On-site

The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily operations, supporting a team of associates, and ensuring the delivery of exceptional experience for ...

kestra

Client Service Supervisor

Tempe, AZ · On-site

The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily operations, supporting a team of associates, and ensuring the delivery of exceptional experience for ...

Cambridge

Client Service Administrator

Phoenix, AZ · On-site

$17.50 - $23.50/hr

Client Service Advisor WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients ...

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 ...

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 ...

Synergy HomeCare

Client Service Coordinator

Chandler, AZ · On-site

$50K - $56K/yr

Client Service Coordinator Synergy HomeCare $50000.00 - $56000.00 per year Job Type: Full Time Minimum Years of Experience: 1 year Minimum Level of Education: Associate At SYNERGY HomeCare we create ...

Guidepoint

Client Service Coordinator

Phoenix, AZ · On-site

$50K/yr

The Client Service team is the backbone of Guidepoint's success. The team is responsible for efficiently delivering Guidepoint's services to our clients around the world. We work to understand each ...

Guidepoint

Client Service Coordinator

Phoenix, AZ · Hybrid

$50K/yr

The Client Service team is the backbone of Guidepoint's success. The team is responsible for efficiently delivering Guidepoint's services to our clients around the world. We work to understand each ...

Guidepoint

Client Service Coordinator

Phoenix, AZ · On-site

$50K/yr

The Client Service team is the backbone of Guidepoint's success. The team is responsible for efficiently delivering Guidepoint's services to our clients around the world. We work to understand each ...

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How much do client service jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for client service in Phoenix, AZ is $18.66, according to ZipRecruiter salary data. Most workers in this role earn between $15.29 and $20.77 per hour, depending on experience, location, and employer.

What is a client service?

Client service jobs focus on assisting customers or clients by addressing their needs, answering questions, solving problems, and ensuring satisfaction with a company’s products or services. These roles can be found in various industries, such as finance, retail, hospitality, and technology. Client service professionals often communicate directly with clients through phone, email, chat, or in person and must have strong communication and problem-solving skills. Their goal is to build positive relationships and help retain clients for the business.

What are the key skills and qualifications needed to thrive as a client service professional?

To thrive as a Client Service professional, you need strong communication skills, problem-solving abilities, and a customer-focused mindset, often supported by a degree in business or a related field. Familiarity with customer relationship management (CRM) systems, ticketing platforms, and basic office software is typically required. Exceptional interpersonal skills, patience, and the ability to remain calm under pressure help you build trust and resolve client concerns effectively. These skills are crucial for ensuring client satisfaction, fostering loyalty, and maintaining a positive company reputation.

How does a client service professional typically collaborate with other departments to address client needs?

Client Service professionals often act as the primary point of contact for clients, but they regularly collaborate with teams like Sales, Account Management, and Technical Support to resolve client inquiries efficiently. This cross-functional teamwork ensures that client issues are addressed holistically and with the right expertise. Clear communication skills and the ability to coordinate between departments are crucial for success in this role. Regular meetings and shared client updates are common practices to maintain alignment and deliver a seamless client experience.

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 jobs?

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

Client Service jobs near you
Infographic showing various Client Service job openings in Phoenix, AZ as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $38,820 per year, or $18.7 per hour.

Client Service Director

Kestra Holdings

Tempe, AZ • On-site

Full-time

Medical, Retirement

Re-posted 6 days ago

Job description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients
Lead with Purpose. Partner with Impact.
The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors.
This role blends relationship management, operational expertise and follow-through, and cross-functional coordination. You'll be the key point of contact for complex service matters, owning requests from start to finish and advocating for your advisors across internal teams. While this is not a people leader role, it requires strong leadership traits: initiative, accountability, and the ability to influence outcomes across teams.
What You'll Do:
  • Act as a point of contact for all service-related matters for your assigned advisor segment Develop a deep understanding of each firm's structure, service preferences, and long-term goals
  • Own and manage escalations from intake to resolution, coordinating with internal teams to deliver timely, effective outcomes
  • Build strong partnerships with Business Development, Relationship Management, and internal teams to align on our client's operational strategies and support growth and retention
  • Serve as the client's internal advocate, ensuring their voice is represented in decisions and escalations are resolved with care and urgency
  • Respond promptly to client concerns and inquiries, ensuring the highest levels of satisfaction and retention
  • Proactively flag at-risk relationships and lead cross-functional efforts to address service gaps and retain client confidence
  • Analyze advisor feedback, service metrics, and operational data to identify themes and areas for improvement.
  • Lead or contribute to cross-functional initiatives aimed at improving advisor experience, increasing efficiency, or reducing service risk.
  • Collaborate with peers and leadership to define best practices and implement scalable service enhancements.
  • Support enterprise projects, platform updates, or new initiatives with a client lens, ensuring service continuity and change readiness.
  • Bring thoughtful structure and strategy to ambiguous problems; assess root causes and propose high-impact solutions.
  • Partner with other service directors to maintain consistency and share best practices across the client experience.

What You Bring:
  • 8+ years of experience in client service, operations, or relationship management, preferably within financial services
  • 5+ years of experience in a leadership or client-facing strategic role, with cross-functional collaboration
  • 3+ years of broker-dealer experience
  • Strong understanding of brokerage, advisory, or investment products and services
  • Experience supporting or working closely with financial advisors is highly preferred
  • Familiarity with CRM systems, workflow tools, and financial platforms is a plus
  • Proven ability to handle escalations and/or complex client requests
  • Ability to build rapport and trust in a fast-paced, professional environment
  • Strong process orientation with an eye towards scalability and efficiency
  • A proactive, solution-oriented mindset focused on delivering value to clients
  • Problem solving and decision making skills with attention to process and risk

Certificates, Licenses, Registrations:
  • SIE
  • Series 7 License Required.
  • Series 24 Preferred

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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