Top 795 Client associate Jobs in Gilbert Az

Registered Client Associate
Raymond James Financial, Inc. —Scottsdale, AZ
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
12d
Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Client Services Representative
SafeinHome —Tempe, AZ
- $24.00 - $26.40 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Banking Service Associate Professional
LPL Financial —Tempe, AZ
- $21.10 - $35.16 an hour
- Full-time
- PMP
- Mid-level
- Finance
- Health insurance
- Paid time off
Quick Apply
5d
Sales Associate
Farm Bureau Financial Services —Chandler, AZ
- $4,000 a month
- Part-time
- Hybrid work
- 18 years or older
- Military
- Computer literacy
- Flexible schedule
Quick Apply
Part-Time Retail Sales Associate
KOHLS —Gilbert, AZ
- From $15.25 an hour
- Part-time
- Writing skills
- 16+ years old
- Communication skills
Part Time Seasonal Client Associate - Chandler AZ
Travis Mathew —Chandler, AZ
- Part-time
- Cash register
- Communication skills
- Entry level
Client Services Associate
Sage Counseling Inc —Mesa, AZ
- $17 - $22 an hour
- Full-time
- Remote
- Background check
- Spanish
- Microsoft Excel
- Health insurance
- Paid time off
Quick Apply
12d
Registered Client Service Associate - Gilbert, AZ
Morgan Stanley —Gilbert, AZ
- Office
- High school diploma or GED
- Communication skills
- Employee stock purchase plan
- Health insurance
Client Service Associate II - National General
National General —Phoenix, AZ
- $19 an hour
- Online Application
- Remote
- High school diploma or GED
- US work authorization
- Fair chance
- Work from home
Store Associate
SHOE DEPT. ENCORE —Mesa, AZ
- Merchandising
- Entry level
- Employee discount
Quick Apply
Retail Associate - Kierland Commons
Aritzia —Scottsdale, AZ
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Service Associate
Mariner Wealth Advisors —Scottsdale, AZ
- $60,000 - $75,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
Sales Support Associate III- Chandler Fashion Center
Coach —Chandler, AZ
- $15.00 - $19.50 an hour
- Part-time
- English
- Mid-level
- Ability to lift 50 pounds
- Commuter assistance
- Paid parental leave
Client Services Associate - Flex Support
Sage Counseling Inc —Mesa, AZ
- $18 - $23 an hour
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Mileage reimbursement
- Health insurance
Quick Apply
14d
Sales Associate III- Chandler Fashion Center
Coach —Chandler, AZ
- $15.00 - $19.50 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Client Service Associate
Beacon Pointe Advisors LLC —Scottsdale, AZ
- $55,000 - $65,000 a year
- Microsoft Excel
- Office
- Finance
6d
Part-time Retail Associate - 730 Gilbert
Smart & Final —Gilbert, AZ
- $15.15 an hour
- Part-time
- Microsoft Outlook
- Computer literacy
- Merchandising
- 401(k)
Sales Associate (Part-Time) - Kierland Commons
ALO —Scottsdale, AZ
- $17 - $19 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Commuter assistance
- Health insurance
Quick Apply
7d
PT Seasonal Client Associate - Scottsdale, AZ
Travis Mathew —Scottsdale, AZ
- Part-time
- Cash register
- Computer skills
- Communication skills

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Registered Client Associate

Raymond James Financial, Inc. -
Scottsdale, AZ

Apply Now

Job Details

Full-time
12 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Research

Full Job Description

Job Description Summary

Our team is driven by a personal approach to wealth management for each client. As our team grows, we are seeking a Registered Client Associate who shares our long-term vision and values.

The ideal candidate is strong in administration, detail-oriented, and is proficient in following standard operating procedures. Experience in financial plan data entry and prep is a plus!

You deserve to work with the best, and you can expect it at Key Wealth. Read on and apply below.

Job Description

Essential Duties and Responsibilities

Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.

Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
Open new client accounts, process money movement, and research information as needed

Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Collects and enters data into financial plans

Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

Company’s working structure, policies, mission, and strategies.

General office practices, procedures, and methods.
Financial planning software

Skill in

Client Relationship Management (CRM) software, or similar contact management software.

Microsoft Office 365 applications

Effective communication across multiple client platforms (in-person, virtual, phone and mail)

Ability to

Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Analyze and research account information.

Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Identify time sensitive items and assess competing priorities.

Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.

Provide a high level of customer service in a calm, professional manner.

Use mathematics sufficient to process account and transaction information.

Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.

Work both independently and as part of a cohesive team.

Provide a high level of customer service.

Licenses/ Certifications: SIE, Series 7, 63, or equivalent

Experience: 3+ years of industry experience

Workstyle: Onsite

Travel: None required

Benefits: Medical, Retirement + Match, Life Insurance, PTO + Market Holidays

Key Wealth Management and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Work Experience

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-LS1

Apply Now

Refine Your Search

client associate jobs in gilbert az

Registered Client Associate

Client Services Associate

Client Services Representative

Banking Service Associate Professional

Sales Associate

Part-Time Retail Sales Associate

Part Time Seasonal Client Associate - Chandler AZ

Client Services Associate

Registered Client Service Associate - Gilbert, AZ

Client Service Associate II - National General

Store Associate

Retail Associate - Kierland Commons

Client Service Associate

Sales Support Associate III- Chandler Fashion Center

Client Services Associate - Flex Support

Sales Associate III- Chandler Fashion Center

Client Service Associate

Part-time Retail Associate - 730 Gilbert

Sales Associate (Part-Time) - Kierland Commons

PT Seasonal Client Associate - Scottsdale, AZ

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