Top 39 Senior customer service representative Jobs in Mesa Az

Client Service Specialist / Senior Client Service Specialist
Legacy Wealth Alliance —Tempe, AZ
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Profit sharing
- Health insurance
Quick Apply
Senior Manager, Customer Support
TicketManager —Mesa, AZ
- $100,000 - $135,000 a year
- Full-time
- 7 years
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
13d
Senior Client Service Account Associate
JPMorganChase —Tempe, AZ
- $71,300 - $107,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
- Health insurance
- Tuition reimbursement
12d
Senior Client Success Manager
NTT Global Data Centers —Mesa, AZ
- $104,100 - $172,500 a year
- Weekends as needed
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Senior Customer Relations Supervisor
Ancestry.com —Scottsdale, AZ
- Full-time
- Background check
- Google Workspace
- Research
Client Service Senior Associate
JPMorganChase —Tempe, AZ
- Full-time
- Google Workspace
- Bachelor of Science
- Research
- Health insurance
- Tuition reimbursement
Senior Customer Success Manager, Enterprise - West
Chainguard —Scottsdale, AZ
- Up to $160,000 a year
- Remote
- Azure
- 5 years
- AWS
- Paid parental leave
- Health insurance
Quick Apply
Senior Client Service Administrator - Stock Plan Services
Charles Schwab —Phoenix, AZ
- $30.67 - $43.27 an hour
- Overtime
- Hybrid work
- Word processing
- Research
- Mid-level
- Paid parental leave
- Employee stock purchase plan
4d
Senior Client Service & Administrative Associate
Southwest Wealth Strategies —Paradise Valley, AZ
- From $80,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior Associate, Employer Services Account Manager
Vestwell —Scottsdale, AZ
- $70,000 - $80,000 a year
- Hybrid work
- Mid-level
- Organizational skills
- Experience equivalent to degree accepted
- Health insurance
Quick Apply
SENIOR PREMIER ACCOUNTS SPECIALIST
GLOBAL HOLDINGS TULSA LLC —Tempe, AZ
- $70,000 a year
- Word processing
- Mid-level
- Office
Quick Apply
Senior Customer Technical Support Representative
Axon —Scottsdale, AZ
- Email
- Bilingual
- Background check
- Mid-level
- Paid parental leave
- Health insurance
Quick Apply
11d
Senior Director, Patient Access
The CORE Institute | HOPCo —Phoenix, AZ
- Writing skills
- Research
- Office
Quick Apply
12d
Senior Customer Account Specialist
CEC —Chandler, AZ
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Senior Client Services Associate
Broadridge —Phoenix, AZ
- $75,000 - $90,000 a year
- Email
- Hybrid work
- Research
- Mid-level
- Office
- Paid sick time
Call Center/Reservation Manager
Transit Technologies —Phoenix, AZ
- $98,000 - $108,000 a year
- Full-time
- Experience working with individuals with disabilities
- HIPAA
- 3 years
Quick Apply
Sr. Technical Services Representative
LATICRETE International, Inc. —Laveen, AZ
- Full-time
- Microsoft Excel
- Microsoft Outlook
- DevOps
- AD&D insurance
- Paid holidays
Quick Apply
Senior Associate, Implementations
Vestwell —Scottsdale, AZ
- $70,000 - $80,000 a year
- Hybrid work
- Google Workspace
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Senior Director, Servicing Operations
Mission Lane —Phoenix, AZ
- $184,000 - $216,000 a year
- Full-time
- Remote
- Travel
- Senior level
- Leadership
- Paid parental leave
- Disability insurance
Client Service Senior Manager
JPMorganChase —Tempe, AZ
- Full-time
- Google Workspace
- 6 years
- Bachelor of Science
- Health insurance
- Tuition reimbursement
4d

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Client Service Specialist / Senior Client Service Specialist

Legacy Wealth Alliance -
Tempe, AZ

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Profit sharing
Health insurance
401(k)
Paid time off
401(k) matching
Professional development assistance
Retirement plan

Qualifications

Trading
Filing
Series 7
Client services
Series 63

Full Job Description

Client Service Specialist / Senior Client Service Specialist

About Legacy Wealth Alliance

Legacy Wealth Alliance is a growing independent wealth management firm serving individuals, families, retirees, pre-retirees, and business owners throughout the Phoenix East Valley.

We are committed to delivering exceptional client service, comprehensive financial planning, investment management, retirement-income planning, tax coordination, estate planning coordination, and insurance solutions. We pride ourselves on building long-term relationships and delivering a boutique, high-touch client experience.

Position Overview

We are seeking a Client Service Specialist / Senior Client Service Specialist to own the complete client-service experience from first contact through final completion.

This person will answer incoming calls, welcome clients, manage the advisor calendar, coordinate meetings, process applications and service requests, track transfers and underwriting, manage recurring projects, maintain CRM and document records, and communicate proactively throughout every workflow.

This is not a basic receptionist or data-entry role. This is a relationship-driven role responsible for protecting and enhancing the client experience while ensuring nothing falls through the cracks.

We are seeking a high-ownership client-service professional who can create confidence through responsiveness, accuracy, proactive communication, disciplined workflow management, and reliable follow-through.

We are looking for someone who understands wealth management client service, enjoys solving problems, managing detailed workflows, setting expectations, and making every client feel important.

The successful candidate will serve as a trusted client-service partner to the firm's founder and Operations Team and play a key role in protecting client relationships, improving service timelines, creating visibility across open work, and helping build a more scalable organization.

This role offers the opportunity to make a meaningful impact while developing through a defined Client Service Specialist career path within an established and respected independent wealth management firm.

Primary Responsibilities

Answer incoming calls, greet and seat clients, prepare meeting spaces, and create a professional, caring first impression.
Own client and advisor service requests from complete intake through verified completion, including gathering all required documents initially and reviewing work for accuracy before signature or submission.
Obtain and accurately complete securities and insurance applications, track applications, transfers, account openings, underwriting, money movement, policy delivery, payments, and follow-up items.
Provide proactive client communication throughout pending workflows, every 7 to 10 days, and communicate delays before clients have to ask.
Manage prospect and new-client onboarding, including scheduling, introduction packets, Client Information Sheets, Risk Tolerance Questionnaires, and collecting requested documents at least 72 hours before advisor meetings.
Manage the advisor calendar, confirm meetings 24 hours in advance, ensure required documents are available, protect advisor preparation capacity, and coordinate post-meeting follow-up.
Ensure Jump AI meeting notes are posted to CRM, client action items are communicated, CSS tasks are placed into workflow, and completion timelines are assigned.
Manage recurring projects, including debit balances, planning invoicing and collections, client-review commitments, annual RMDs, and approved IRA-to-Roth conversions.
Maintain accurate CRM notes, documents, tasks, client records, status reports, and filing standards so nothing falls through the cracks.
Identify possible client concerns, missing requirements, vendor delays, and service risks before they become client problems; escalate appropriately and confirm completion.
Contribute to workflows, checklists, SOPs, cross-training, and mentorship so the firm is not dependent on one person.
If appropriately licensed, registered, supervised, and approved, assist with permitted service-trading activities so Operations can complete more service workflows end to end.

Qualifications

3+ years of wealth management, RIA, broker-dealer, insurance operations, financial planning, banking, registered client service, or closely related financial-services experience preferred.
Prior experience as a Client Service Specialist, Client Service Associate, Registered Client Associate, Senior Client Service Associate, Insurance Case Manager, Operations Associate, or similar role.
Demonstrated success managing multi-step client requests, deadlines, documentation, service standards, and workflow accountability.
Strong understanding of account opening, transfers, money movement, insurance processing, underwriting, CRM documentation, and client service operations.
Experience using CRM systems, workflow-management tools, custodian or carrier platforms, document-management systems, and status reporting.
Excellent written and verbal communication, problem-solving, prioritization, time-management, and organizational skills.
Ability to operate independently within established standards without continuous reminders and to balance client warmth with efficient time management.

Preferred Qualifications

Securities and insurance licenses are strongly preferred. Exceptional candidates without licensing may be considered if willing and able to obtain required licenses within 12 months, subject to firm sponsorship and compliance approval.

Active Series 7 license.
Active Series 66, Series 65, or Series 63 license.
Life and Health Insurance license.
Experience working within an independent RIA, broker-dealer, insurance agency, or wealth management practice.
Previous experience mentoring, cross-training, documenting SOPs, or serving as a subject-matter expert.

Compensation & Benefits

Base Salary: $70,000 – $90,000
Performance-Based Bonus Opportunity
Health Insurance
Paid Time Off
401(k)
401(k) Matching
Retirement Plan
Profit Sharing (eligible after one year of employment)
Professional Development Assistance
Licensing and Designation Support

Why Join Legacy Wealth Alliance?

This is an opportunity to join a successful, growing independent wealth management firm where your contributions will have a direct impact on client retention, the client experience, service effectiveness, and the future direction of the business.

We are seeking someone who wants more than a job. We are looking for a long-term client-service professional who wants to build something meaningful, own the client experience, improve systems, grow through a defined CSS career path, support an outstanding team, and play an important role in the continued growth and success of Legacy Wealth Alliance.

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off
Professional development assistance
Profit sharing
Retirement plan

Work Location: In person

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off
Professional development assistance
Retirement plan

Application Question(s):

Are you able to work full-time in our Tempe, Arizona office?
Briefly describe a client-service workflow you personally owned from beginning to end. Examples may include account openings, transfers, money movement, insurance applications, underwriting, client service requests, or recurring client-review projects. Please describe your role, how you tracked the workflow, and how you communicated with clients or team members throughout the process.

Experience:

Wealth Management / Financial Services: 3 years (Preferred)
Client Service : 3 years (Preferred)

License/Certification:

Series 7 License (Preferred)
Series 66, Series 65, or Series 63 License (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

senior customer service representative jobs in mesa az

Client Service Specialist / Senior Client Service Specialist

Senior Manager, Customer Support

Senior Client Service Account Associate

Senior Client Success Manager

Senior Customer Relations Supervisor

Client Service Senior Associate

Senior Customer Success Manager, Enterprise - West

Senior Client Service Administrator - Stock Plan Services

Senior Client Service & Administrative Associate

Senior Associate, Employer Services Account Manager

SENIOR PREMIER ACCOUNTS SPECIALIST

Senior Customer Technical Support Representative

Senior Director, Patient Access

Senior Customer Account Specialist

Senior Client Services Associate

Call Center/Reservation Manager

Sr. Technical Services Representative

Senior Associate, Implementations

Senior Director, Servicing Operations

Client Service Senior Manager

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