Top 489 Client service senior associate Jobs in Phoenix, Az

Senior Registerd Client Service Associate
Key Consulting —Scottsdale, AZ
- $80,009 - $90,000 a year
- Full-time
- Office
- 8 years
- Mentoring
- Paid holidays
- Health insurance
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
Client Service Senior Associate
JPMorganChase —Tempe, AZ
- Full-time
- Google Workspace
- Bachelor of Science
- Research
- Health insurance
- Tuition reimbursement
10d
Client Service Associate
PNC Financial Services Group —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Administrative Assistant II
First Solar —Phoenix, AZ
- $23.50 - $33.00 an hour
- Full-time
- Background check
- Research
- Mid-level
Client Service Representative (Hybrid)
Broadridge —Phoenix, AZ
- $60,000 - $75,000 a year
- Email
- Finance
- Analysis skills
- Experience equivalent to degree accepted
Senior Events Manager
Marriott International, Inc —Scottsdale, AZ
- $84,000 - $109,000 a year
- Full-time
- No experience needed
- Mid-level
- Hotel
Office Hospitality Associate / Coordinator – Full-Time
Equity Methods —Scottsdale, AZ
- Full-time
- Microsoft Outlook
- Sanitation
- Office
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 Learning Performance Consultant
Edward Jones —Tempe, AZ
- $120,000 - $204,300 a year
- Full-time
- Hybrid work
- 7 years
- Doctoral degree
- Office
- Profit sharing
- Health savings account
SENIOR MOVING ASSOCIATE
Arizona Transitions —Glendale, AZ
- $22 - $26 an hour
- Part-time
- Background check
- Computer literacy
- High school diploma or GED
Senior Associate, 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
11d
Eligibility Specialist -Multiple Locations
Terros Health —Phoenix, AZ
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Excel
- Wellness program
- Disability insurance
Senior Office Services Associate
RR Donnelley —Phoenix, AZ
- $28 an hour
- Full-time
- Pass drug screening
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
11d
Client Service Specialist II
Kestra Financial —Tempe, AZ
- Full-time
- Research
- 3 years
- Finance
- Dental insurance
- 401(k)
Quick Apply
Associate Attorney (Newly Licensed / Early Career)
Orion Placement —Phoenix, AZ
- $90,000 - $100,000 a year
- Full-time
- Mid-level
- In-person
- 2 years
- Dental insurance
- Paid time off
Quick Apply
Attorney - Civil Ligitation
Resolvere Law PLLC —Phoenix, AZ
- $100,000 - $200,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Quick Apply
8d
Field Service Technician - Excimer Laser / Deep UV Light Source
Gigaphoton USA, Inc —Phoenix, AZ
- $55,000 - $65,000 a year
- Overtime
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Relocation assistance
- Health insurance
Quick Apply
Veterinarian - Bell Ridge Animal Hospital
Lovet Pet Health Care —Phoenix, AZ
- $170,000 - $185,000 a year
- Full-time
- Mid-level
- Recruiting
- 2 years
- Profit sharing
- Continuing education credits
Quick Apply
Sr. Customs Analyst
PetSmart —Phoenix, AZ
- Microsoft Word
- Microsoft Excel
- Microsoft Access

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client service senior associate jobs near phoenix, az

Senior Registerd Client Service Associate

Key Consulting
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$80,009 - $90,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Managing customer accounts
Investment advisory support
Customer relationship building
Trading
Financial transaction processing
In-person customer service
Managing clients in a customer support role
Series 7
Managing financial planning clients
Investment account customer support
FINRA License
Productivity software
Account management
Experience at securities companies

Full Job Description

Senior Registered Client Service Representative

Position Summary

We are seeking an experienced Senior Registered Client Service Representative to join a growing wealth management team. The ideal candidate will have a minimum of eight years of experience in a wealth management, advisory, or brokerage environment, maintain active FINRA registrations, and possess advanced knowledge of investment operations and client service.

As a Senior Registered Client Service Representative, you will serve as the primary client service partner for senior Financial Advisors and high-net-worth client relationships. This role is responsible for managing complex account servicing, executing securities trades, ensuring regulatory compliance, and delivering an exceptional client experience while serving as a trusted resource to advisors and fellow team members.

The Senior Registered Client Service Representative is expected to operate independently, exercise sound judgment, mentor junior team members, and contribute to the ongoing improvement of department processes and service standards.

This is a full-time, on-site position based in the Phoenix metropolitan area.

Key Responsibilities

Serve as the primary client service contact for one or more Financial Advisors and their client relationships.
Execute securities trades in accordance with firm policies and regulatory requirements.
Independently manage a high-volume, high-complexity book of business consisting of approximately 400–800 client households.
Assist with testing, implementation, and rollout of new technology, workflows, and operational procedures.
Mentor and provide guidance to Client Service Representatives and Registered Client Service Representatives on complex servicing scenarios and best practices.
Serve as a subject matter expert for investment operations, firm procedures, and client service standards.
Prepare and process account service paperwork and applications.
Run reports and prepare documentation for client portfolio review meetings.
Maintain accurate electronic and physical client files.
Document all client interactions and service activities within the firm’s CRM system.
Follow established standard operating procedures while maintaining compliance with all regulatory requirements.
Coordinate with internal departments to facilitate account servicing, including obtaining statements, tax documents, ownership and beneficiary changes, and other account-related documentation.
Support general office operations as needed, including client reception, phone coverage, mailings, filing, supply management, and other administrative responsibilities.

Qualifications

Required

Minimum of 8 years of experience in a wealth management, advisory, or brokerage firm.
Active FINRA Series 7 license.
Active Series 63 or Series 66 license.
Extensive knowledge of brokerage operations, advisory accounts, retirement accounts, and investment products.
Advanced experience processing securities trades, account servicing, and money movement transactions.
Exceptional attention to detail with the ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Demonstrated ability to independently manage complex client relationships while supporting Financial Advisors.
Excellent verbal and written communication skills.
Strong proficiency with Microsoft Office Suite.

Preferred

Experience with CRM platforms such as Redtail or similar systems.
Experience with portfolio reporting and custodial platforms such as Albridge, Pershing, or comparable technology.
Notary Public certification.
Working knowledge of insurance products, annuities, retirement plans, managed accounts, and pension plans.
Experience supporting high-net-worth clients within an independent RIA or hybrid advisory firm.
Previous experience mentoring or training client service professionals.

Compensation & Benefits

Full-time salaried position; compensation commensurate with experience, licensing, and qualifications.
Performance-based bonus opportunities.
Paid Time Off, including an additional paid day off for your birthday, with increased PTO based on tenure.
Paid company holidays.
Seasonal summer hours.
401(k) with employer matching after eligibility requirements are met.
Employee recognition and incentive programs.
Tuition reimbursement program for eligible employees.

Qualified candidates are encouraged to submit a resume, cover letter, and compensation requirements for confidential consideration.

Pay: $80,009.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client service senior associate jobs in phoenix, az

Senior Registerd Client Service Associate

Senior Client Services Associate

Client Service Senior Associate

Client Service Associate

Administrative Assistant II

Client Service Representative (Hybrid)

Senior Events Manager

Office Hospitality Associate / Coordinator – Full-Time

Senior Associate, Implementations

Senior Learning Performance Consultant

SENIOR MOVING ASSOCIATE

Senior Associate, Account Manager

Eligibility Specialist -Multiple Locations

Senior Office Services Associate

Client Service Specialist II

Associate Attorney (Newly Licensed / Early Career)

Attorney - Civil Ligitation

Field Service Technician - Excimer Laser / Deep UV Light Source

Veterinarian - Bell Ridge Animal Hospital

Sr. Customs Analyst

I want to receive the latest job alert for client service senior associate in phoenix, az

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