Top 12 Client services associate Jobs in San Tan Valley, Az

Client Service Specialist
Ameriprise Financial —Gilbert, AZ
- Full-time
- Office
- US work authorization
- Experience equivalent to degree accepted
- Work from home
5d
J.P. Morgan Wealth Management - Private Client Investment Associate- San Tan Valley, AZ
JPMorganChase —San Tan Valley, AZ
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
5d
Client/Member Triage Representative
Farm Bureau Financial Services —Gilbert, AZ
- Weekends as needed
- Writing skills
- Basic math
- Research
- Paid holidays
- Disability insurance
Client Service Senior Associate
JPMorganChase —Tempe, AZ
- Full-time
- Google Workspace
- Bachelor of Science
- Research
- Health insurance
- Tuition reimbursement
Client Associate - Chandler
Travis Mathew —Chandler, AZ
- $16.80 - $18.50 an hour
- Part-time
- Cash register
- Communication skills
- Entry level
9d
Consumer Digital Client Care Specialist
Western Alliance Bank —Chandler, AZ
- Full-time
- Writing skills
- Research
- Office
- Wellness program
- Health insurance
1d
Client Relationship Manager
FlexTG —Mesa, AZ
- Inventory management
- Bachelor of Science
- Mid-level
- Paid time off
- Opportunities for advancement
12d

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J.P. Morgan Wealth Management - Private Client Investment Associate- San Tan Valley, AZ
JPMorganChase —San Tan Valley, AZ
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment. A valid and active Series 66 (63/65), and Life and…
5d

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Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
Relationships through deposits, lending, digital tools, and referrals. Utilize CRM and sales tools to document activity, manage pipelines, and support incentive…
Quick Apply
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. Most FINRA Securities Registrations and state insurance licenses are held for you but not necessary.
$60,000 - $70,000 a year
Quick Apply

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Client Service Specialist

Ameriprise Financial -
Gilbert, AZ

Apply Now

Job Details

Full-time
5 days ago

Benefits

Work from home

Qualifications

Confidential information handling
Negotiation

Full Job Description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client’s overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders.
Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you effectively develop to reach your full potential!

Key Responsibilities

General administrative duties performed may include: logging/distributing correspondence and check deposits, maintenance for office of supervisory jurisdiction and client files, office supply management (including maintenance of equipment), processing expense submissions-tracking-approvals, initiating maintenance requests, schedule wholesalers and support branch seminar series/events. Responsible for Reception support: answering phones during regular business hours, greeting clients-prospects.
Practice Support duties may include: delivery of Ameriprise Client Experience for clients of one or more practices. Responsibilities may include; scheduling client or prospect appointments, entering client data into various applications, supervising progress vs. practice goals, addressing client service requests, establishing new clients with Ameriprise, including introducing the digital experience, assisting advisor in preparation or follow-up to client or prospect meetings. Supporting the practice's marketing programs (events, go-social, MOD, etc.).

Required Qualifications

Associate (2-year) degree or equivalent.
1-3 years relevant experience required.
Able to maintain confidentiality, demonstrate professionalism, and operate under limited/minimal direction.
Excellent interpersonal skills to interact effectively with clients.
Effective shown written and oral communication skills.
Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities.
Understanding of a financial advisors practice.

Preferred Qualifications

Bachelors degree or equivalent.
Understanding of business basics (profitability, negotiation), ability to work directly with clients to understand, resolve and detail any and all requests, informational updates and concerns.

Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AAG Ameriprise Advisor Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

client services associate jobs in san tan valley, az

Client Service Specialist

J.P. Morgan Wealth Management - Private Client Investment Associate- San Tan Valley, AZ

Client/Member Triage Representative

Client Service Senior Associate

Client Associate - Chandler

Consumer Digital Client Care Specialist

Client Relationship Manager

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