Associate Private Wealth Advisor The Bahnsen Group LLCAssociate Private Wealth AdvisorPhoenix, AZFull timeThe Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
NewTax Support Associate – Retail IntuitTax Support Associate – RetailQueen Creek, AZAs a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Associate – In-Store IntuitTax Associate – In-StoreApache Junction, AZAs a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewArchitectural Project Associate JobotArchitectural Project AssociatePhoenix, AZ$55,000–$65,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.
NewTax Associate - TurboTax Store (Phoenix) IntuitTax Associate - TurboTax Store (Phoenix)Surprise, AZAs a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewCorporate Associate Attorney JobotCorporate Associate AttorneyScottsdale, AZ$155,000–$190,000 / yearAssist with complex institutional investments, including review and negotiation of private equity, venture capital, hedge fund, private credit and SBIC fund limited partnership agreements and related instruments on behalf of commercial banks and governmental pension plans. This role is well suited for an attorney with an interest in corporate and business entities, securities law, mergers and acquisitions, venture-backed technology companies, and institutional investment, offering the opportunity to develop corporate expertise while working closely with experienced partners and sophisticated clients.
NewAssociate Attorney JobotAssociate AttorneyPhoenix, AZ$90,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a fantastic opportunity to join a well-established and respected legal firm, where you will have the chance to work on a broad range of legal matters and contribute to our ongoing success.
Retail Customer Service Associate FedExRetail Customer Service AssociatePhoenix, ArizonaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Wealth Management Associate Vaco LLCWealth Management AssociatePhoenix, AZ$60,000–$65,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Investment and Financial Planning Associate Vaco LLCInvestment and Financial Planning AssociatePhoenix, AZ$60,000–$65,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAssociate Veterinarian Desert Tails Animal ClinicAssociate VeterinarianScottsdale, AZOur doctors enjoy a varied caseload that includes preventive care, internal medicine, urgent care, soft tissue surgery, dentistry, dermatology, and senior pet care, creating opportunities to continue developing clinical skills while building meaningful client relationships. If you're searching for an Associate Veterinarian opportunity where you'll practice high-quality medicine, build meaningful client relationships, and work alongside a team that truly believes in treating everyone like friends, family, and neighbors, we'd love to hear from you.
Registered Client Service Associate - Gilbert,AZ Morgan Stanley E-TRADERegistered Client Service Associate - Gilbert,AZGilbert, AZPosition Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociatePhoenix, AZOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Clinical Services, Client Services Associate Castle Biosciences IncClinical Services, Client Services AssociatePhoenix, AZThis role is primarily responsible for facilitating the tissue acquisition process and coordinating with outside laboratories as needed, processing all order- and fax-related documentation with thorough and accurate tracking of all orders and materials received, and delivering general customer service support by responding promptly and professionally to routine requests for information via phone and electronic communication. Castle Biosciences Inc. is growing, and we are looking to hire a full-time Clinical Services, Client Services Associate working from our Phoenix, AZ office location, with a start date of July 15, 2026.
NewU.S. Private Bank - Client Service Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Client Service AssociateTempe, AZFull timeYour role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Associate MarinerClient Service AssociateScottsdale, ArizonaMaintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees. Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary.
Client Services Associate HellosunshinetravelsClient Services AssociatePhoenix, AZRemoteIn addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service. Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service.
NewClient Service Associate JPMorgan Chase Bank, N.A.Client Service AssociateTempe, AZFull timeInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
U.S. Private Bank - Client Service Associate JPMorgan Chase & CoU.S. Private Bank - Client Service AssociateTempe, AZYour role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
Client Service Associate JPMorgan Chase & CoClient Service AssociateTempe, AZInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Associate, TPS (Emerging Middle Market) Bank of MontrealClient Service Associate, TPS (Emerging Middle Market)Tempe, AZ$54,000–$99,600 / yearResolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
Client Service Associate II Allstate Insurance CompanyClient Service Associate IIPhoenix, AZThe Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call center setting. The associate is responsible for delivering high-quality customer service, resolving inquiries efficiently, often within a single interaction, and handling escalated situations with empathy and professionalism.
Remote Client Services Associate – Travel Industry AspiretalentagencyRemote Client Services Associate – Travel IndustryMesa, ArizonaRemoteThe Client Services Associate will assist clients with inquiries, service support, and ongoing communication while maintaining a high level of professionalism and organization. This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent customer experiences in a remote work environment.
Client Service Associate - Bilingual Mandarin Preferred Bank of America CorpClient Service Associate - Bilingual Mandarin PreferredChandler, AZOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
NewClient Service Associate Hub International InsuranceClient Service AssociateScottsdale, ArizonaThis entry-level position offers the opportunity to develop core knowledge of financial products, planning concepts, and client service practices while supporting experienced advisors in managing high-net-worth client relationships. The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and their clients, ensuring seamless delivery of wealth management services.
Client Service Associate Hub InternationalClient Service AssociateScottsdale, AZThis entry-level position offers the opportunity to develop core knowledge of financial products, planning concepts, and client service practices while supporting experienced advisors in managing high-net-worth client relationships. About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Part-Time Client Service Associate (20 Hours) - Gainey/Scottsdale (AZ) National Bank of ArizonaPart-Time Client Service Associate (20 Hours) - Gainey/Scottsdale (AZ)Scottsdale, AZ$17–$21.75 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities.
Client Service Associate (Scottsdale, AZ) Raymond James Financial IncClient Service Associate (Scottsdale, AZ)Scottsdale, AZThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
NewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateMesa, ArizonaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Client Service Associate Heffernan FinancialClient Service AssociatePhoenix, Arizona$60,000–$70,000 / yearObjective: The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served.
Senior Client Services Associate Broadridge Financial Solutions IncSenior Client Services AssociatePhoenix, AZ$75,000–$90,000 / yearWe are seeking a Sr Client Services Representative who will be responsible for managing a book of business for both TPA and Non-TPA clients to ensure key deliverables are met, driving both business growth and client retention. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.
Associate, Core Service International Client Services (Mandarin and/or Cantonese) The Charles Schwab CorpAssociate, Core Service International Client Services (Mandarin and/or Cantonese)Phoenix, AZ2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails. As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs.
Client Service Associate, Consulting Guidepoint GlobalClient Service Associate, ConsultingPhoenix, AZLead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint's global network of more than 1,750,000 Advisors.
Client Service Center Associate, Retirement and Benefits Alerus Financial Corp.Client Service Center Associate, Retirement and BenefitsAZRemote$21–$22 / hourInbound calls will cover a wide range of topics including retirement plan specific provisions, IRS and DOL regulations surrounding retirement and benefits plans, distributions, contributions, investments, balance inquiries, and claim status. Develop and enhance customer relationships by informing customers of Alerus products and services that meet their needs and encourage a financially fit client.
NewClient Services Associate (Remote) TravelingmedicClient Services Associate (Remote)Phoenix, ArizonaRemoteThis position supports clients through the planning and coordination process, working alongside established partners and suppliers to deliver exceptional service. TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences.
Client Accounting Services Associate Eide Bailly LLPClient Accounting Services AssociatePhoenix, AZA typical day in the life as a Client Accounting Services Associate in Phoenix, AZ might include the following: Works on a team to provide accounting services for clients from a multi-faceted approach. Prepares reports, returns, and other documents as required, including sales tax reports, year-end tax forms, monthly/quarterly/annual financial statements, and other reports required by clients.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateGlendale, ArizonaGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Senior Client Services Associate BroadridgeSenior Client Services AssociatePhoenix, ArizonaWe are seeking a Sr Client Services Representative who will be responsible for managing a book of business for both TPA and Non-TPA clients to ensure key deliverables are met, driving both business growth and client retention. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Client Services Associate/Executive Assistant Tier4 GroupClient Services Associate/Executive AssistantPhoenix, Arizona$65,000–$85,000 / yearSupport financial advisors by analyzing reports, summarizing data, and preparing client deliverables . Ability to multi-task and prioritize across financial planning, tax, and investment services.
Client Service Senior Associate JPMorgan Chase Bank, N.A.Client Service Senior AssociateTempe, AZFull timeInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewClient Service Senior Associate JPMorgan Chase & CoClient Service Senior AssociateTempe, AZInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Center Associate - Banking Alerus Financial Corp.Client Service Center Associate - BankingAZ$21–$22 / hourABOUT THE ROLE: The Client Service Center Associate, Banking is responsible for answering a wide range of incoming calls from banking and wealth management clients. Develop and enhance client relationships by informing clients of Alerus products and services that meet their needs and encourage a financially fit client.
Client Service Associate, Wealth Management Hub International LtdClient Service Associate, Wealth ManagementScottsdale, AZThis entry-level position offers the opportunity to develop core knowledge of financial products, planning concepts, and client service practices while supporting experienced advisors in managing high-net-worth client relationships. The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and their clients, ensuring seamless delivery of wealth management services.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociatePhoenix, AZMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.
Registered Client Associate Raymond James Financial IncRegistered Client AssociateScottsdale, AZAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
NewClient Relationship Manager, Client Services - Retirement Ascensus LLCClient Relationship Manager, Client Services - RetirementPhoenix, AZAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZTempe, AZFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewJ.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZTempe, AZFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZTempe, AZSupport Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZTempe, AZAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Morgan Chase: Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.