Top 50 Investment associate Jobs in Phoenix Az

Associate Analyst, Operations - Performance and Data Recon
LPL Financial Corp —Tempe, AZ
- $20.85 - $34.71 an hour
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
8d
2027 Accelerated Career Track (81881) - Associate Commercial Banking (Phoenix)
BOK Financial —Phoenix, AZ
- $70,000 - $75,000 a year
- Classroom
- Office
- Finance
- On-the-job training
8d
ASSOCIATE, PRIVATE INVESTMENT OPERATIONS
Cresset Capital —Scottsdale, AZ
- $80,000 - $90,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Associate Underwriter - Inland Marine
RLI Corp —Peoria, AZ
- $32.16 - $44.22 an hour
- Full-time
- Writing skills
- Finance
- Analysis skills
- Profit sharing
- Health savings account
Associates Needed : Remote
gfimpact —Phoenix, AZ
- $67,000 - $85,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Management
Quick Apply
4d
Associate Banker
BMO Financial Group —Scottsdale, AZ
- $41,714 - $50,000 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
7d
Wealth and Investment Associate
CAPTRUST —Phoenix, AZ
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health savings account
- Disability insurance
Associate Family Office Fiduciary Advisor
Trajan Wealth —Scottsdale, AZ
- $80,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Relocation assistance
Quick Apply
Family Wealth Associate
TFO Phoenix —Phoenix, AZ
- Email
- Office
- Finance
- 8 years
- Health insurance
- Paid time off
Wealth Management Client Associate
Bank of America —Scottsdale, AZ
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Associate, Capital Markets - AZ
Phoenix Energy One, LLC —Phoenix, AZ
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Associate Wealth Advisor
Break Line Wealth + Tax —Scottsdale, AZ
- $60,000 - $120,000 a year
- Full-time
- Background check
- Data analysis skills
- Research
- Health insurance
- Paid time off
Quick Apply
5d
Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Registered Advisor Service Associate
Key Consulting —Scottsdale, AZ
- $80,009 - $90,000 a year
- Full-time
- Office
- 8 years
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
Associate, Core Service - International Client Services (Mandarin/Cantonese Required)
Charles Schwab —Phoenix, AZ
- $25.00 - $26.92 an hour
- Overnight shift
- Hybrid work
- Finance
- Bachelor's degree
- Business Administration
- Paid parental leave
- Employee stock purchase plan
4d
Tax Associate
Mission Wealth Management LP —Scottsdale, AZ
- $75,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Profit sharing
- Health insurance
Quick Apply
Client Service Associate
Bank of America —Chandler, AZ
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Retirement Planning Associate - Retirement Benefits Group
Equitable Advisors —Scottsdale, AZ
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Registered Associate II
Northern Trust Corp. —Tempe, AZ
- Full-time
- Mid-level
- Office
- 3 years
Associate Portfolio Manager
BMO Financial Group —Scottsdale, AZ
- $51,800 - $95,900 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
1d

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investment associate jobs near phoenix az

Associate Analyst, Operations - Performance and Data Recon

LPL Financial Corp -
Tempe, AZ

Quick Apply

Job Details

Full-time
$20.85 - $34.71 an hour
8 days ago

Benefits

Stock options
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Financial services

Full Job Description

Where Ambition Meets Innovation:

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Associate Analyst within the Performance and Data Reconciliation (PDR) department on the Client Reporting Specialized Service Team (CRSST) assumes a critical role in offering expert resolutions to inquiries or requests pertaining to LPL Client Reporting Applications and software. This role involves becoming a Subject Matter Expert on Client Reporting and taking on additional responsibilities related to 3rd Party Reporting, PDR Level II Processes, and/or Client Reporting Mailbox duties. PDR serves as a dedicated liaison for addressing advanced Client Reporting escalations, with a steadfast commitment to delivering an unmatched service experience, ensuring that all Client Reporting needs are not only met but also surpassed.

Responsibilities:

Develop an in-depth understanding of Client Reporting Applications and software to become a Subject Matter Expert (SME).
Respond promptly and accurately to client inquiries, offering effective solutions and resolutions
Take ownership of advanced Client Reporting escalations, serving as a dedicated liaison for escalated cases
Proactively seek opportunities to enhance the client experience through continuous improvement initiatives
Collaborate with team members to provide support on 3rd Party Reporting, PDR Level II Processes, Team Projects, and/or Client Reporting Mailbox duties
Strive to maintain a high level of professionalism and empathy while interacting with clients to build positive relationships.
Continuously update knowledge of industry trends and best practices to offer cutting-edge solutions.
Direct all inquiries through the proper channels to ensure proper processing and escalating inquiries when needed
Identify trends and suggest operational improvements to the PDR team
Collaborate with internal business partners to assist in resolving escalations
Adapting and adopting to process changes and the updates related to client-facing software functionality

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

1+ year in financial services with client facing or operations experience (comparable experience may be considered)

Core Competencies:

Verbal and written communication skills
Time management and organizational skills
Attention to detail with a proactive approach to solving and preventing problems
Ability to present complex information in a clear and concise way; strong analytical skills
Ability to prioritize responsibilities to ensure deadlines provided by regulators and firm are followed and identify and manage firm risk
Ability to perform under pressure and adapt to changes

Preferences:

Prior experience in client service or support roles within the financial industry is advantageous
Experience using Client Works, Dynamics for case management, and NICE phone system
MS excel, MS word, and other MS office suite experience
Excellent communication and interpersonal skills to engage with clients and internal stakeholders
Demonstrated ability to work both independently and collaboratively in a team-oriented environment
Knowledgeable in a wide range of investments and client reporting applications, including but not limited to; mutual funds, fixed income products, options, common stocks and annuities
Bachelor's degree in Finance, Business, or a related field is preferred
Securities Industry Essentials (SIE) is a plus

#LPL-H1

Pay Range:

$20.85-$34.71/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

Quick Apply

Refine Your Search

investment associate jobs in phoenix az

Associate Analyst, Operations - Performance and Data Recon

2027 Accelerated Career Track (81881) - Associate Commercial Banking (Phoenix)

ASSOCIATE, PRIVATE INVESTMENT OPERATIONS

Associate Underwriter - Inland Marine

Associates Needed : Remote

Associate Banker

Wealth and Investment Associate

Associate Family Office Fiduciary Advisor

Family Wealth Associate

Wealth Management Client Associate

Senior Associate, Capital Markets - AZ

Associate Wealth Advisor

Client Services Associate

Registered Advisor Service Associate

Associate, Core Service - International Client Services (Mandarin/Cantonese Required)

Tax Associate

Client Service Associate

Retirement Planning Associate - Retirement Benefits Group

Registered Associate II

Associate Portfolio Manager

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