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Financial Client Services Associate Jobs in Arizona

Sage Counseling Inc

Client Services Associate

Mesa, AZ · On-site

SAGE Counseling is actively recruiting for Full-Time Client Service Associates to provide support for admitting clients to SAGE by: * Appointment scheduling * Processing treatment referral * Data ...

Broadridge

Senior Client Services Associate

Phoenix, AZ

$75K - $90K/yr

We are seeking a Sr Client Services Representative who will be responsible for managing a book of ... Bachelor's degree or equivalent experience preferred. * 3+ years of financial industry experience ...

TEKsystems

Senior Client Services Associate

Scottsdale, AZ · Hybrid

$28 - $30/hr

... a Sr. Client Services Associate. Successful candidates will be responsible for working directly ... Prior experience in financial services customer service * Experience with retirement accounts or ...

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Financial Client Services Associate information

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a Financial Client Services Associate, and why are they important?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What are popular job titles related to Financial Client Services Associate jobs in Arizona? For Financial Client Services Associate jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Arizona look for? The top searched job categories for Financial Client Services Associate jobs in Arizona are:
What cities in Arizona are hiring for Financial Client Services Associate jobs? Cities in Arizona with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Arizona as of July 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 96% In-person, 2% Hybrid, and 2% Remote job distribution.
Client Services Associate

Client Services Associate

Sage Counseling Inc

Tempe, AZ • On-site

Full-time

Medical, Life, Retirement, PTO

Posted 8 days ago

Job description

This is a Full-Time position. Monday through Friday, 8:30am to 5:30pm.

Remote work available, but must reside in Arizona.

Pay: up to $22.00 per hour

Bilingual differential pay for those bilingual in Spanish!!!


SAGE Counseling is actively recruiting for Full-Time Client Service Associates to provide support for admitting clients to SAGE by:

  • Appointment scheduling
  • Processing treatment referral
  • Data entry into the electronic health record
  • Maintaining client files
  • Completing outgoing calls for services


The ideal candidate for this position is an organized, detail orientated individual who is able to manage multiple projects at once in a fast-paced environment, with strong work ethic and a background in office administrative.


Why join SAGE Counseling?

  • Top-level compensation packages – including company-paid medical insurance!
  • Bilingual pay differential
  • Annual merit-based compensation increases
  • Career advancement opportunities
  • Remarkable health and disability benefits
  • 401k company match
  • Holiday, PTO, and employer-paid life insurance


Qualifications:

  • Bilingual (Spanish/English) required. Differential pay offered!
  • Minimum High School Diploma or GED required.
  • Eligible to successfully complete background check to obtain a Fingerprint Clearance Card
  • Prior experience with scheduling or working in a call center environment preferred.
  • Prior experience in behavioral health field strongly preferred
  • Proficiency in navigating an Electronic Health Record, and Microsoft Office Suite products (Word, Excel, and Outlook)
  • Strong sense of discretion and professionalism
  • Strong organizational and time management skills


SAGE is an Equal Employment Opportunity employer. We are committed to providing equal opportunity in all employment related activities without regard to race, color, religion, sex, sexual orientation, national origin, age disability veteran status, or any other characteristics protected under State of Federal Law.

Job Type: Full-Time