Financial Services Client Support Specialist

Associate Staffing

Tempe (AZ)

Hybrid

USD 29,000 - 34,000

Full time

15 hours ago
Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Associate Staffing is sourcing for a 12-month contract role in Tempe, AZ, for a trusted first point of contact with advisors and investors. This high-volume, phone-based position offers structured training and a clear path to grow skills across core service areas such as Move Money, New Accounts, and Account Transfers.

The role starts onsite for training and may transition to remote based on team needs, with a shift window from 8:00 AM–8:00 PM ET, Monday–Friday, and pay of $21–$25 per hour

Qualifications

  • Bachelor's degree or equivalent experience.
  • 0-2+ years in a client-facing, service-oriented role.
  • High-volume, phone-based customer service experience.
  • Strong verbal and written communication skills.
  • Ability to navigate multiple systems/tools and maintain accuracy.
  • Attention to detail and compliance-focused documentation.

Responsibilities

  • Handle 25–30 inbound interactions per day in a high-impact, phone-based role.

Skills

Phone-based service
Communication skills
Detail orientation
Multi-system navigation
Problem solving
Bachelor's degree

Education

Bachelor's degree or equivalent

Tools

CRM systems

Job description

Associate Staffing is sourcing for a 12-month contract role in Tempe, AZ, for a trusted first point of contact with advisors and investors. This high-volume, phone-based position offers structured training and a clear path to grow skills across core service areas such as Move Money, New Accounts, and Account Transfers.

The role starts onsite for training and may transition to remote based on team needs, with a shift window from 8:00 AM–8:00 PM ET, Monday–Friday, and pay of $21–$25 per hour

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Financial Services Associate — Remote Post-Training 12-Month
Financial Services Associate — Remote Post-Training 12-Month

Associate Staffing • Tempe (AZ)

Hybrid
USD 29,000 - 32,000
Financial Service Professional - Tempe
Financial Service Professional - Tempe

Associate Staffing • Tempe (AZ)

Hybrid
USD 29,000 - 34,000
Financial Service Professional
Financial Service Professional

Associate Staffing • Tempe (AZ)

Hybrid
USD 29,000 - 32,000
Financial Services Support Specialist — Client-Focused Growth
Financial Services Support Specialist — Client-Focused Growth

LPL Financial • Tempe (AZ)

On-site
USD 32,000 - 54,000
401K matching
Health benefits
Employee stock options
+2
Hybrid Tech Support Specialist for Financial Advisors
Hybrid Tech Support Specialist for Financial Advisors

Yoh,-A-Day- • Tempe (AZ)

Hybrid
USD 30,000 - 34,000
Medical benefits
401K
EAP
+1
Financial Services Support Specialist (Remote Options)
Financial Services Support Specialist (Remote Options)

Associate Staffing • Columbia (SC)

On-site
USD 29,000 - 34,000
Financial Services Advisor & Client Experience Coach
Financial Services Advisor & Client Experience Coach

LPL Financial LLC • Tempe (AZ)

Hybrid
USD 33,000 - 54,000
401K matching
Health benefits
Employee stock options
+1
Client Services Account Specialist II — Financial Support
Client Services Account Specialist II — Financial Support

JPMorganChase • Tempe (AZ)

On-site
USD 35,000 - 50,000
Health benefits
Retirement plan
Tuition reimbursement
+2
Client Accounts Specialist — Service & Advisor Support
Client Accounts Specialist — Service & Advisor Support

Blue Signal Search • Tempe (AZ)

On-site
USD 50,000 - 70,000
Remote Tech Support Specialist for Financial Advisors
Remote Tech Support Specialist for Financial Advisors

Yoh, A Day & Zimmermann Company • Tempe (AZ)

On-site
USD 26,000 - 32,000
Medical Benefits
Dental Benefits
Vision Benefits
+4