Full-Time Direct Hire Opportunity

Permanent Employee Position

Bonus Opportunities

Comprehensive Benefits Package

Career Development & Licensing Support

Hybrid Schedule Following Training

Build Your Future with a Financial Services Industry Leader

What You'll Do

As a Client Relationship Associate, you'll serve as a trusted first point of contact for clients, helping deliver an exceptional service experience while developing valuable financial services knowledge.

Key responsibilities include:

• Supporting clients through inbound phone interactions
• Assisting with account-related questions and service requests
• Building strong client relationships through professional communication
• Navigating multiple systems to research and resolve inquiries
• Partnering with internal teams to ensure a seamless client experience
• Learning financial services products, processes, and industry regulations

Comprehensive training is provided to help you succeed and grow within the role.

Are you looking for more than just your next job?

Join one of the nation's leading financial services organizations and launch a rewarding long-term career with a company known for innovation, professional development, and internal career growth.

Whether your experience comes from banking, financial services, retail leadership, hospitality, customer support, healthcare, or another customer-focused industry, this opportunity provides a structured pathway into the growing world of financial services.

You'll gain valuable industry experience while working alongside professionals who are committed to helping you develop new skills, expand your knowledge, and advance your career.

Why Join Us?

• Stability You Can Count On
• Fortune 500 financial services leader
• Nearly $17 billion in annual revenue
• Strong history of growth and innovation
• Established industry leader with a nationwide presence

Career Growth Opportunities

• Direct-hire employee from day one
• Internal mobility across multiple business divisions
• Professional development and ongoing training
• Exposure to leadership and advancement opportunities

Award-Winning Culture

• Great Place to Work® Certified
• Equality 100 Award recipient
• Recognized early career and talent development programs
• Collaborative, inclusive, and employee-focused environment

Invest in Your Future

• Gain financial services experience
• Learn from advisors and industry professionals
• Develop wealth management and retirement services knowledge
• Build a foundation for future licensing and certification opportunities

Why Tempe?

Tempe serves as a strategic growth hub for the organization and is home to key leaders across the business. Employees working in this location enjoy exposure to multiple areas of the company, increased networking opportunities, and access to long-term career paths within the organization.

This is more than a service center. It's a place where careers are built.

Career Path Opportunities

This role provides exposure to:

• Financial Services Operations
• Investments
• Wealth Management
• Retirement Services
• Relationship Management
• Team Leadership
• Licensing & Professional Certifications

Many employees leverage this opportunity as a stepping stone into advanced financial services, operations, advisory support, and leadership positions throughout the organization.

Professional Development & Licensing

Whether you're already SIE certified or are exploring a long-term future in financial services, this role provides valuable industry exposure and opportunities for continued professional growth. Employees are encouraged to expand their knowledge, pursue additional certifications, and develop skills that support future advancement within the financial services industry.

What We're Looking For

• Strong communication and relationship-building skills
• Customer-focused mindset and problem-solving ability
• Professionalism and attention to detail
• Ability to navigate technology and learn new systems
• Desire to build a long-term career in financial services
• Previous experience in customer service, banking, retail, hospitality, healthcare, or other client-facing environments is welcome

Your Next Career Starts Here

If you're looking for a stable, direct-hire opportunity with a respected industry leader and want to build a career with long-term growth potential, we'd love to hear from you.

Apply today and take the first step toward a future in financial services!!

Job Type & Location

This is a Permanent position based out of Tempe, AZ.

Pay and Benefits

The pay range for this position is $23.00 - $25.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

Application Deadline

This position is anticipated to close on Nov 24, 2026.

Workplace Type

This is a fully onsite position in Tempe, AZ.