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Client service associate • tempe az

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Client Service Associate

Client Service Associate

GuidepointPhoenix, AZ, US
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Overview : The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to understand each client's specific researc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

NFPPhoenix, AZ, United States
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Our organization is looking for an individual to assist our plan managers in administering various retirement plan designs for our clients. This person will work mostly with insurance carriers and p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Registered Client Service Associate

Registered Client Service Associate

Morgan StanleyPhoenix, AZ, US
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Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Associate

Client Service Associate

JPMorgan ChaseTempe, AZ, US
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Step into the role of a Client Service Associate and become an integral part of our clients' success stories.As the primary point of contact, you will build strong relationships with high-level exe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Jackson HewittTempe, AZ, United States
serp_jobs.job_card.full_time
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Associate

Client Service Associate

Arizona StaffingTempe, AZ, US
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Step into the role of a Client Service Associate and become an integral part of our clients' success stories.As the primary point of contact, you'll build strong relationships with high-level execu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

JPMorgan Chase & Co.Tempe, AZ, United States
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JobID : 210663867 Category : Client Service JobSchedule : Full time Posted Date : 2025-11-06T17 : 45 : 48+00 : 00 JobShift : Day : Step into the role of a Client Service Associate and become an integral...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Buttonwood Capital ManagementScottsdale, AZ, United States
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Buttonwood Capital Management is a leading private wealth management firm located in North Scottsdale, Arizona.For more than 25 years, we have served as trusted advisors to entrepreneurs, executive...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Jackson Hewitt - 922Phoenix, AZ, US
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We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Park 6 LogisticsPhoenix, AZ, United States
serp_jobs.job_card.full_time
We are seeking a motivated and detail-oriented.This role is ideal for someone who excels at building professional relationships, resolving client inquiries, and maintaining a high standard of servi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Bank of AmericaChandler
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Client Service Associates will be co-located at a central site and will provide shared support for advisors who have a short-term need. CSAs will report into the Market CRM, though day-to-day will b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Associate

Client Service Associate

ChaseTempe, AZ, US
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Step into the role of a Client Service Associate and become an integral part of our clients' success stories.As the primary point of contact, you'll build strong relationships with high-level execu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Kestra HoldingsTempe, AZ, United States
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Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate (Scottsdale, AZ)

Client Service Associate (Scottsdale, AZ)

Raymond James Financial, Inc.Scottsdale, AZ, United States
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Job Summary • • 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 Registered Client Ser...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

BOK FinancialPhoenix, AZ, United States
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Scottsdale -SCOTT, Albuquerque -ALBQ.Pay Transparency Salary Range : .BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. BOK Financial Private Wealth, Inc.BOKF, NA opera...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Beacon PointeScottsdale, AZ, United States
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Beacon Pointe Advisors is seeking a Client Service Associate (CSA) in Scottsdale, AZ.The CSA will join a team of wealth management and client service professionals serving the investment management...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Jackson Hewitt Tax Service, Inc.Tempe, AZ, United States
serp_jobs.job_card.full_time
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Catch Vibe VoicePhoenix, AZ, US
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Catch Vibe Voice is a forward-thinking communications firm dedicated to helping brands craft meaningful narratives and build impactful connections. We specialize in strategic messaging, content deve...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Sr. Client Service Associate

Sr. Client Service Associate

LPL FinancialPhoenix, AZ, United States
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What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidenc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Client Service Associate

Client Service Associate

GuidepointPhoenix, AZ, US
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Client Service Associate

Overview : The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to understand each client's specific research needs and deliver the experts closest to the topic, often within hours.

Play a vital role in Guidepoint's success. As an Associate on the Client Service team, you will understand your client's unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,750,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role represents their first job post-college, and provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines.

Who We Are :

  • Team-oriented and collaborative
  • Hard-working professionals who strive for excellence
  • Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients
  • Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint
  • Guidepoint is passionate about your career growth : Check out our Client Service Career Trajectory.

What You Will Own :

  • Work with Project Managers to develop strategies for satisfying each client project request
  • Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered
  • Identify the best leads and invite them to join our network to participate in consultations with our clients
  • Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients
  • Experience You Will Bring :

  • Bachelor's degree, with strong academic track record
  • Previous internship / volunteering / extracurriculars
  • Work authorization required
  • Skills You Will Bring :

  • Desire to work in a sourcing / lead generation type of role
  • Ability to work in a fast-paced, results-oriented environment
  • Excellent time management and organizational skills
  • Outgoing personality with the ability to speak with people at all professional levels
  • Intellectual curiosity and desire to learn
  • Excellent written and verbal communication skills
  • Demonstrated ability to work both individually and as part of a team
  • What We Offer :

    The annual base salary for this position is $55,000. Additionally, this position is eligible for a yearly bonus of up to $4,000 based on performance.

    You will also be eligible for the following benefits :

  • 15 PTO Days, 10 legal holidays, and sick days
  • Comprehensive Medical, dental, and vision plans
  • Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans
  • Commuter benefits and a corporate discounts
  • Development opportunities through the LinkedIn Learning platform
  • Friday happy hour, "Summer Fridays", and free snacks and beverages in the office
  • Year-round corporate athletic league
  • Casual work environment, team building, and other social events
  • Interview Process :

  • Meet your Guidepoint Recruiter!
  • Initial Candidate Screen
  • Meet the Guidepoint Teams!
  • Hiring Manager Interview
  • Mock Assessment (Role Dependent)
  • Complete a simulated client request and gain more insight into the role
  • Interview Process Outcome
  • About Guidepoint :

    Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.

    Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

    At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.

    Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance.

    Compensation

    $55,000 - $55,000 USD