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Client Services Associate Jobs in Goodyear, AZ (NOW HIRING)

Kestra Holdings

Client Service Supervisor

Tempe, AZ · On-site

Oversee a team of Concierge Associates, setting clear expectations, providing day-to-day direction ... Advisory Services, LLCServe as the escalation point for complex, urgent, or sensitive client ...

kestra

Client Service Supervisor

Tempe, AZ

Oversee a team of Concierge Associates, setting clear expectations, providing day-to-day direction ... Advisory Services, LLCServe as the escalation point for complex, urgent, or sensitive client ...

kestra

Client Service Supervisor

Tempe, AZ

Oversee a team of Concierge Associates, setting clear expectations, providing day-to-day direction ... Advisory Services, LLCServe as the escalation point for complex, urgent, or sensitive client ...

Kestra Holdings

Director, Client Service

Tempe, AZ · On-site

Directly supervises Contact Center Supervisors responsible for associates. Responsible for coaching ... Experience in broker-dealer, RIA, wealth management, or financial services required. Certificates ...

Guidepoint

Client Service Associate

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 ...

Guidepoint

Client Service Associate

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 ...

Kestra Holdings

Client Services Specialist II

Tempe, AZ · On-site

$16.25 - $21.50/hr

The Client Service Specialist is a front-line support role responsible for delivering prompt ... Advisor Associate role. What You'll Do: * Serve as the first point of contact for clients by ...

Kestra Holdings

Client Services Specialist II

Tempe, AZ · On-site

$16.25 - $21.50/hr

The Client Service Specialist is a front-line support role responsible for delivering prompt ... Advisor Associate role. What You'll Do: * Serve as the first point of contact for clients by ...

Kestra Holdings

Client Services Specialist II

Tempe, AZ · On-site

$16.25 - $21.50/hr

The Client Service Specialist is a front-line support role responsible for delivering prompt ... Advisor Associate role. What You'll Do: * Serve as the first point of contact for clients by ...

Kestra Holdings

Client Services Specialist II

Tempe, AZ · On-site

$16.25 - $21.50/hr

The Client Service Specialist is a front-line support role responsible for delivering prompt ... Advisor Associate role. What You'll Do: * Serve as the first point of contact for clients by ...

Allstate

Client Service Associate II

Phoenix, AZ

$19/hr

The associate is responsible for delivering high-quality customer service, resolving inquiries ... services, ormortgage-related experience (preferred) #LI-ED2 Skills Business Support, Client Facing ...

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Client Services Associate information

See Goodyear, AZ salary details

$9

$21

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How much do client services associate jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for client services associate in Goodyear, AZ is $21.89, according to ZipRecruiter salary data. Most workers in this role earn between $16.68 and $24.42 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Goodyear, AZ?

The most popular types of Client Services jobs in Goodyear, AZ are:

What job categories do people searching Client Services Associate jobs in Goodyear, AZ look for?

The top searched job categories for Client Services Associate jobs in Goodyear, AZ are:

What cities near Goodyear, AZ are hiring for Client Services Associate jobs?

Cities near Goodyear, AZ with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Goodyear, AZ as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 1% Temporary, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $45,528 per year, or $21.9 per hour.

Client Service Supervisor

Kestra Holdings

Tempe, AZ • On-site

Full-time

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is 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 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 advisors and clients. This role balances hands-on problem-solving with people leadership and process improvement, ensuring that service commitments are consistently met with accuracy, empathy, and accountability.
You'll serve as a subject matter expert, coach, and escalation point while driving service
consistency, operational efficiency, and team engagement. This is an ideal role for someone with deep service experience, strong communication skills, and a proven ability to lead others through change and complexity.
What You'll Do:
  • Oversee a team of Concierge Associates, setting clear expectations, providing day-to-day
    direction, and coach to ensure high performance and service consistency
  • Monitor, analyze, and report daily workload, call and case volumes, and service level metrics to ensure timely and accurate resolution of client request
    Supervisor, Concierge Kestra Financial, Inc is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and Kestra Advisory Services, LLCServe as the escalation point for complex, urgent, or sensitive client matters; take ownership through resolutionConduct regular one-on-one meetings and formal performance reviews to support
    development, provide feedback, and address performance concerns in alignment with company expectations
  • Partner with cross-functional teams-including Operations, Compliance, Technology, and Sales-to remove roadblocks, share feedback, and improve end-to-end processes.
  • Analyze trends in service activity to identify opportunities for training, quality improvement, and operational efficiencies
  • Champion operational improvements and process enhancements
  • Apply deep operational expertise to solve issues quickly, identify root causes, and implement
    sustainable solutions
  • Ensure scheduling, staffing, and resource alignment matches client demand and coverage
  • Lead team meetings and contribute to department meetings to reinforce service standards,
    share updates, and keep the team aligned on priorities
  • Support hiring, onboarding, and training of new team members; serve as a culture carrier and role model.
  • Maintain compliance with internal policies, procedures, and regulatory requirements, ensuring the team adheres to operational standards
  • Regularly review and update standard operating procedures (SOPs) to reflect current practices, support training, and improve consistency across the team
  • Contribute to strategic initiatives and represent the Concierge team in cross-functional projects as needed

What You Bring:
  • 4+ years of experience in financial services, client service, or operations
  • 1+ year in a leadership or supervisory role
  • High school diploma required; college degree preferred Experience in advisor support or wealth management preferred
  • Proven ability to lead teams in a client service or operations environment, with a focus on accountability, empathy, and results.
  • Strong organizational and time management skills with the ability to manage both individual and team priorities.
  • Excellent interpersonal communication skills: clear, composed, and able to inspire
    confidence and trust.
  • Ability to navigate and resolve escalations with professionalism, while coaching others through similar scenarios.
  • Strong analytical skills and attention to detail; comfortable interpreting metrics to assess performance and recommend improvements.
  • High comfort level with CRM systems (Salesforce), advisor platforms, and custodial tools; able to guide others through complex workflows. Supervisor, Concierge

Licenses:
  • SIE, Series 7 Required (or must be obtained within 6 months of hire)
  • 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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