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

Client Experience Associate

Phoenix, AZ · Remote

$16/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking for a Client Experience Associate to join our team! Please see below for more ... future success. Company Description AnywhereWorks provides tools to help businesses connect ...

Client Service Associate

Tempe, AZ · On-site

$14 - $19.50/hr

  • Medical

  • Retirement

Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point ...

New

Client Service Associate

Tempe, AZ · On-site

$14.25 - $19.50/hr

  • Medical

  • Retirement

Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point ...

Client Service Associate

Tempe, AZ

$14.25 - $19.50/hr

  • Medical

  • Retirement

Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point ...

Client Service Associate

Tempe, AZ

$14 - $19.25/hr

  • Medical

  • Retirement

Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point ...

Client Service Associate

Tempe, AZ · On-site

$14.25 - $19.50/hr

  • Medical

  • Retirement

Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point ...

Customer Operations Coordinator

Chandler, AZ · On-site

$17.50 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Success Associate • Customer Support Specialist • Order Management Specialist • Customer Experience Coordinator • Inside Sales Coordinator • Client Services Coordinator • Sales Support ...

Client Service Associate

Phoenix, AZ · Hybrid

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As an Associate on the Client Service team, you will play a central role in delivering that ... At Guidepoint, our success relies on the diversity of our employees, advisors, and client base ...

Client Service Associate

Phoenix, AZ · Hybrid

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As an Associate on the Client Service team, you will play a central role in delivering that ... At Guidepoint, our success relies on the diversity of our employees, advisors, and client base ...

... success. Principal Duties and Responsibilities * Respond to departmental requests for ... Develop familiarity with the department, its functions, and associates * Identify needs and ...

New

Client Service Associate

Phoenix, AZ · On-site

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As an Associate on the Client Service team, you will play a central role in delivering that ... At Guidepoint, our success relies on the diversity of our employees, advisors, and client base ...

Client Service Associate

Phoenix, AZ · On-site

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As an Associate on the Client Service team, you will play a central role in delivering that ... At Guidepoint, our success relies on the diversity of our employees, advisors, and client base ...

Customer Operations Coordinator

Chandler, AZ · On-site

$18.50 - $24/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Success Associate • Customer Support Specialist • Order Management Specialist • Customer Experience Coordinator • Inside Sales Coordinator • Client Services Coordinator • Sales Support ...

Customer Operations Coordinator

Chandler, AZ · On-site

$17.50 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer Success Associate * Customer Support Specialist * Order Management Specialist * Customer Experience Coordinator * Inside Sales Coordinator * Client Services Coordinator * Sales Support ...

Showing results 21-40

Client Success Associate information

See Phoenix, AZ salary details

$18.4K

$52.6K

$92.3K

How much do client success associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client success associate in Phoenix, AZ is $52,615.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $65,000.00 per year, depending on experience, location, and employer.

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

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

What are the key skills and qualifications needed to thrive as a Client Success Associate?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.

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

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

What are popular job titles related to Client Success Associate jobs in Phoenix, AZ?

For Client Success Associate jobs in Phoenix, AZ, the most frequently searched job titles are:

What job categories do people searching Client Success Associate jobs in Phoenix, AZ look for?

The top searched job categories for Client Success Associate jobs in Phoenix, AZ are:

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

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

Infographic showing various Client Success Associate job openings in Phoenix, AZ as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, and 4% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $52,615 per year, or $25.3 per hour.

Investment Associate/Registered Client Associate

Royal Bank of Canada

Phoenix, AZ • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


Job description

Job Description
What is the opportunity?
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
  • Gather client suitability information, open new accounts, and assist with asset gathering.
  • Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested.
  • Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform.
  • Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.
  • Provide a high level of service to clients by anticipating needs and completing requests efficiently.
  • At the FA's request, research and communicate investment strategies and recommendations to clients.
  • Research complex problems in clients' accounts with assistance from business partners and deliver an effective and acceptable resolution.

What do you need to succeed?
Must-have
  • 3+ years of Registered Client Associate experience or related industry experience
  • Series 7 and 66 (or 63/65)
  • Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations
  • Computer proficiency
  • Strong customer service skills with the ability to continually maintain and build relationships, being detail-oriented, possessing outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment

Nice-to-have
  • Salesforce experience
  • Knowledge of Money Guide Pro planning software

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

#LI-SM3
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software
Additional Job Details
Address:
2398 EAST CAMELBACK ROAD:PHOENIX
City:
Phoenix
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-07-09
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.