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Financial Processing Associate Jobs in Phoenix, AZ

LPL Financial

Associate Service Consultant

Tempe, AZ

$21.10 - $35.16/hr

We are seeking a dedicated and experienced Associate Service Consultant to join our team. In this ... Financial processes. * Provide exceptional customer service, you'll accurately process requests ...

Associate Staffing

Operations Specialist

Tempe, AZ · On-site

Understanding of direct processing procedures * Familiarity with financial investment vehicles ... Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee ...

Cableone

Sr Financial Analyst

Phoenix, AZ

$84K - $105K/yr

- Senior Financial Analyst Cable One is a leading broadband communications provider committed to ... Pre-hire Processes Cable One is committed to keeping our associates and customers safe. Job offers ...

Cable One, Inc.

Sr Financial Analyst

Phoenix, AZ · On-site

$84K - $105K/yr

- Senior Financial Analyst Cable One is a leading broadband communications provider committed to ... Pre-hire Processes Cable One is committed to keeping our associates and customers safe. Job offers ...

BOTRON CO, INC.

Be Seen First

Customer Service Advisor & Accounting

Phoenix, AZ · On-site

$50K - $70K/yr

Processing invoices, shipping documents, labels, and any other related documents for financial ... Associate degree minimum, bachelor's degree preferred. * Accounting processing/transactions ...

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All JobsFinancial Processing Associate JobsFinancial Processing Associate Jobs in Phoenix, AZ

Financial Processing Associate information

See Phoenix, AZ salary details

$13

$31

$67

How much do financial processing associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for financial processing associate in Phoenix, AZ is $31.74, according to ZipRecruiter salary data. Most workers in this role earn between $20.53 and $34.13 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial processing associate?

To thrive as a Financial Processing Associate, you need strong numerical accuracy, attention to detail, and a foundational understanding of accounting or finance, often supported by a relevant degree or experience. Familiarity with financial software such as QuickBooks, SAP, or Oracle, and proficiency in spreadsheets are typically required. Excellent organizational skills, communication, and the ability to manage deadlines set top performers apart. These skills and qualities ensure precise transaction processing, minimize errors, and support smooth financial operations in any organization.

What are some common challenges financial processing associates face, and how can they be addressed?

Financial Processing Associates often work with large volumes of transactions and must ensure accuracy under tight deadlines. A common challenge is staying organized and minimizing errors during data entry and reconciliation. This can be addressed by developing strong attention to detail, using checklists, and leveraging software tools to automate repetitive tasks. Additionally, clear communication with team members and other departments helps resolve discrepancies quickly and maintain smooth workflow.

What is the difference between Financial Processing Associate vs Accounts Payable Clerk?

AspectFinancial Processing AssociateAccounts Payable Clerk
Primary ResponsibilitiesProcessing financial transactions, data entry, verifying paymentsManaging vendor invoices, processing payments, reconciling accounts
Required SkillsAttention to detail, basic accounting, data managementInvoice processing, accounting software proficiency, attention to detail
Work EnvironmentFinance departments, corporate officesFinance or accounting departments, corporate offices
Common CertificationsNone required or basic bookkeeping certificationsNone required, often familiarity with accounting software

While both roles involve handling financial data, a Financial Processing Associate focuses on processing a variety of financial transactions and data verification, whereas an Accounts Payable Clerk specializes in managing vendor invoices and payments. Both positions require attention to detail and familiarity with accounting processes, but their specific duties differ within the finance department.

What is a financial processing associate?

Financial Processing Associates are professionals responsible for handling and processing financial transactions within an organization. Their duties typically include data entry of financial records, verifying the accuracy of invoices and payments, and ensuring compliance with company policies and accounting standards. They often work closely with accounting and finance teams to maintain accurate financial records and support audits or financial reporting. Attention to detail and strong organizational skills are essential for success in this role.
What are popular job titles related to Financial Processing Associate jobs in Phoenix, AZ? For Financial Processing Associate jobs in Phoenix, AZ, the most frequently searched job titles are:
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Financial Processing Associate jobs near you
Infographic showing various Financial Processing Associate job openings in Phoenix, AZ as of August 2026, with employment types broken down into 73% Full Time, and 27% Part Time. Highlights an 73% In-person, 9% Hybrid, and 18% Remote job distribution, with an average salary of $66,010 per year, or $31.7 per hour.

Associate Service Consultant

LPL Financial

Tempe, AZ

$21.10 - $35.16/hr

Full-time

Medical, Retirement, PTO

Posted 24 days ago

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 70 frontline employees who took The Breakroom Quiz

116th of 150 rated financial services

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview: We are seeking a dedicated and experienced Associate Service Consultant to join our team. In this role, you will work in a call center environment, handling approximately 30 to 40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates. You will also make outbound calls as necessary to resolve issues related to Overlay Service and Operations.
Responsibilities:

  • Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates.
  • Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA), explain their differences, and guide users through LPL Financial processes.
  • Provide exceptional customer service, you'll accurately process requests, support internal partners, and clearly communicate solutions.
  • Proactively seek help, escalate issues when necessary, and efficiently resolve problems during calls.


What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:

  • 1-2 years of Customer Service Experience preferably in Financial Services
  • Ability to support working a regularly scheduled shift anytime between the hours of 8:00AM EST and 6:30PM EST, Monday-Friday


Core Competencies:

  • High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership.
  • Organized with a strong attention to detail with the ability to navigate multiple systems simultaneously.
  • A curiosity coupled with a desire for continuous learning.
  • Customer focus
  • Communication skills
  • Proven track record in relationship management and customer satisfaction. Ability to work with all levels of clients, management and employees

Preferences:

  • SIE, Series 7 preferred (Opportunity to license in the future if not already licensed)

Pay Range:

$21.10-$35.16/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.


Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.


EAC 5.19.26

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