Top 11 Client services associate Jobs in Oro Valley, Az

Client Service Associate
TCI Wealth Advisors, Inc. —Tucson, AZ
- $26.45 - $32.22 an hour
- Full-time
- Administrative experience
- Bachelor's degree
- Organizational skills
23h
Client Service Associate (Oro Valley, AZ)
Oppenheimer & Co. Inc. —Oro Valley, AZ
- Full-time
- Organizational skills
- 1 year
- Entry level
Quick Apply
Client Sales Associate
Emerald Edge Solutions —Marana, AZ
- $50,275.88 - $60,547.29 a year
- Full-time
- High school diploma or GED
- In-person
- Entry level
Quick Apply
3h
Client Service Representative
VCA Animal Hospitals —Tucson, AZ
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
7d
Client Care Coordinator
Community Bridges, INC —Tucson, AZ
- Full-time
- High school diploma or GED
- Fingerprint clearance
- Associate's degree
- Disability insurance
- Health insurance
Quick Apply
12d

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Client Success Associate
Gordon Flesch Company —Dublin, OH
Valid driver’s license and appropriate auto insurance as dictated by state requirements. Help develop and execute customer success plans tailored to each…
$27.50 - $30.00 an hour
Quick Apply
1d
Client Experience Associate
PNC Financial Services Group —Columbus, OH
Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.
$33,750 - $56,250 a year
12d

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Client Service Associate

TCI Wealth Advisors, Inc.
Tucson, AZ

Apply Now

Job Details

Full-time
$26.45 - $32.22 an hour
23 hours ago

Qualifications

Customer communication

Full Job Description

Description: The Client Service Associate (CSA) is a member of TCI’s Client Service Team and plays a critical role in delivering an exceptional client experience by supporting Advisors, anticipating client needs, and ensuring operational excellence.

Client Service Associates support client and advisor service activities through TCI’s pod-based service model and centralized workflows. Responsibilities evolve across levels from foundational task execution and systems learning to independent ownership of client service activities and, at more advanced levels, mentorship, problem solving, and contribution to team effectiveness.

Requirements:

PRIMARY RESPONSIBILITIES

Employees in this role contribute to the following areas with increasing independence, complexity, scope, and accountability as they progress through levels:

Support client service requests through task queues, email, and workflow systems
Prepare, process, and track paperwork and account maintenance activities
Maintain accurate, up-to-date client records and documentation
Coordinate client communication, scheduling, and follow-up activities
Support advisor teams with timely, accurate execution of service requests
Collaborate across pods and internal teams to support client and business needs
Follow established procedures, controls, and compliance requirements
Identify opportunities to improve workflow, organization, and service consistency

HOW YOU'LL MAKE AN IMPACT

In this role, you'll have the opportunity to:

Support Advisors and clients by delivering timely, accurate, and responsive service.
Manage client service requests, account maintenance, and documentation through established workflows.
Coordinate client communications, scheduling, and follow up activities.
Build and maintain accurate client records while ensuring compliance with firm procedures.
Collaborate with Advisors and colleagues across teams to deliver a consistent and exceptional client experience.
Exercise sound judgment, prioritize competing responsibilities, and proactively identify solutions.
Contribute to workflow improvements, operational excellence, and team effectiveness.
Continue developing your knowledge, skills, and expertise while taking on increasing responsibility over time.

QUALIFICATIONS

We're looking for candidates who have:

Bachelor's degree or equivalent experience.
Relevant experience supporting clients, advisors, or administrative operations is preferred.
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
Ability to manage multiple priorities in a fast paced environment.
Commitment to teamwork, collaboration, and delivering exceptional client service.

GROW WITH TCI

At TCI, we believe in investing in our people. We welcome candidates with a variety of experience levels and are committed to helping our team members grow. As you build your knowledge, skills, and expertise, you'll have opportunities to take on increasing responsibility and advance your career within the Client Service team.

SALARY & BENEFITS

TCI offers a comprehensive Total Rewards package designed to support employees both professionally and personally. Our approach combines fair and competitive compensation with meaningful benefits, career development opportunities, flexibility that supports work life integration, and investment in employee and family well being.

Compensation for this role is determined based on role scope, demonstrated capability, experience, performance, and internal equity across the firm.

TCI Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We are committed to creating an inclusive environment where everyone can thrive.

Apply Now

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client services associate jobs in oro valley, az

Client Service Associate

Client Service Associate (Oro Valley, AZ)

Client Sales Associate

Client Service Representative

Client Care Coordinator

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