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Financial Client Services Associate Jobs in Arizona

HUB International Limited

Client Service Associate

Scottsdale, AZ · On-site

$14.50 - $20.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Services Associate oversees the administration of client services, including contacting ... Prior experience in a customer support role at a financial institution or similar regulated ...

HUB International

Client Service Associate

Scottsdale, AZ · On-site

$14.75 - $20.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Services Associate oversees the administration of client services, including contacting ... Prior experience in a customer support role at a financial institution or similar regulated ...

LPL Financial

Product Ops Associate

Tempe, AZ · On-site

  • Medical

  • Retirement

  • PTO

Product Operations Associate Where ambition meets innovation Build a career that matches all your ... Requirements * 2+ years of experience in Financial Services, Operations, Client Services ...

LPL Financial

Product Ops Associate

Tempe, AZ · On-site

  • Medical

  • Retirement

  • PTO

As a Product Operations Associate, you will serve as a trusted resource for financial advisors ... Requirements * 2+ years of experience in Financial Services, Operations, Client Services ...

LPL Financial

Product Ops Associate

Tempe, AZ · On-site

  • Medical

  • Retirement

  • PTO

As a Product Operations Associate, you will serve as a trusted resource for financial advisors ... Requirements * 2+ years of experience in Financial Services, Operations, Client Services ...

LPL Financial

Product Ops Associate

Tempe, AZ · On-site

  • Medical

  • Retirement

  • PTO

As a Product Operations Associate, you will serve as a trusted resource for financial advisors ... Requirements * 2+ years of experience in Financial Services, Operations, Client Services ...

LPL Financial

Product Ops Associate

Tempe, AZ · On-site

  • Medical

  • Retirement

  • PTO

As a Product Operations Associate, you will serve as a trusted resource for financial advisors ... Requirements * 2+ years of experience in Financial Services, Operations, Client Services ...

LPL Financial

Product Ops Associate

Tempe, AZ · On-site

  • Medical

  • Retirement

  • PTO

As a Product Operations Associate, you will serve as a trusted resource for financial advisors ... Requirements * 2+ years of experience in Financial Services, Operations, Client Services ...

Travis Mathew

Client Associate - Chandler

Chandler, AZ · On-site

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

New

Alerus

Wealth Associate

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Associates are part of the team of wealth experts assisting clients in their selection of Alerus products and services to ensure the client successfully achieves their financial wellness goals.

Alerus

Wealth Associate

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Associates are part of the team of wealth experts assisting clients in their selection of Alerus products and services to ensure the client successfully achieves their financial wellness goals.

TravisMathew

Client Associate - Chandler

Chandler, AZ · On-site

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

Community Medical Services

Client Services Coordinator

Phoenix, AZ · On-site

$17.50 - $23.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Establishes client payment plans and financial contracts, collects and posts payments * Ensures ... Participates in in-service/education regarding * Quality Improvement or required job-focused ...

Community Medical Services

Client Services Coordinator**

Tucson, AZ · On-site

$17.50 - $23.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Services (CMS) is seeking a Client Services Coordinator to be the welcoming face of our clinic ... Establishes client payment plans and financial contracts, collects and posts payments * Ensures ...

Community Medical Services

Client Services Coordinator

Tucson, AZ · On-site

$15.75 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Services (CMS) is seeking a Client Services Coordinator to be the welcoming face of our clinic ... Establishes client payment plans and financial contracts, collects and posts payments * Ensures ...

Community Medical Services

Client Services Coordinator

Phoenix, AZ · On-site

$17.25 - $23.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Establishes client payment plans and financial contracts, collects and posts payments * Ensures ... Participates in in-service/education regarding * Quality Improvement or required job-focused ...

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Financial Client Services Associate information

What is a financial client services associate?

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?

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.

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 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.

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 August 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.

Registered Client Service Associate - Gilbert,AZ

Morgan Stanley

Gilbert, AZ • On-site

Other

Medical, Retirement, PTO

Re-posted 2 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

31st of 150 rated financial services

Job description

Job Number: 4703
External 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

Job Number: JR027810
Community / Marketing Title: Registered Client Service Associate - Gilbert,AZ
Location_formattedLocationLong: Gilbert, Arizona US

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