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

Broadridge

Senior Client Services Associate

Phoenix, AZ · On-site

$75K - $90K/yr

We are seeking a Sr Client Services Representative who will be responsible for managing a book of ... We believe that associates do their best when they feel safe, understood, and valued, and we work ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$15 - $19.75/hr

This role will be supervised by an experienced Senior Client Associate.CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of ...

Northern Trust

Registered Associate II

Tempe, AZ · On-site

Onboards new client relationships through correspondence, reports, new account paperwork, and ... Movement within the organization is encouraged, senior leaders are accessible, and you can take ...

Equity Methods

Senior Associate

Scottsdale, AZ · On-site

Senior associates receive high-impact training to prepare for direct client engagement exposure and a rapid progression to client management. We serve the accounting and HR executive teams at Fortune ...

Equity Methods

Senior Associate

Scottsdale, AZ · On-site

Senior associates receive high-impact training to prepare for direct client engagement exposure and a rapid progression to client management. We serve the accounting and HR executive teams at Fortune ...

JPMorgan Chase & Co

Client Service Senior Associate

Tempe, AZ · On-site

$18.75 - $26/hr

As a Client Service Senior Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the ...

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Senior Client Associate information

See Phoenix, AZ salary details

$28.8K

$73.7K

$132.1K

How much do senior client associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for senior client associate in Phoenix, AZ is $73,672.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $94,300.00 per year, depending on experience, location, and employer.

What is a senior client associate?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a senior client associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

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

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

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

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

Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Phoenix, AZ as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $73,672 per year, or $35.4 per hour.

Senior Client Associate

Royal Bank of Canada

Phoenix, AZ • On-site

Full-time

Posted 5 days ago

Job description

Job Description

What is the opportunity?

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

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?

  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?

Must-have

  • Bachelor's degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

  • Current FINRA registrations
  • Financial services experience

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • 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
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

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:

2026-08-27

Application Deadline:

2026-09-17

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.

Employment Type: FULL_TIME

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