Client Service Associate Jobs in Tempe, AZ
Client Service Associate jobs in Tempe, Arizona are in strong demand, concentrated in the downtown core near Mill Avenue, the financial and corporate corridors along Elliot Road, and the Tempe Town Lake district, across financial services, banking, and wealth management. Employers hiring right now include JPMorganChase, Kestra Financial, and ADP. Find a role that fits below and apply directly.
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Showing 5 of 43+ Client Service Associate jobs
Req ID: 78688
Location: Tempe -TEMP
Areas of Interest: Commercial Banking
Pay Transparency Salary Range: Not Available
Application Deadline: 10/17/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
Summary
BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking!
Job Description
Client Service Consultant (CSC) position serves in a client-facing role, to assist new and existing clients in establishing or maintaining deposit accounts, across the BOKF footprint. The CSC is responsible for compliance with State and Federal regulations, internal policies and procedures and Service Level Agreements.
Team Culture
Our team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients' unique needs. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way. Leadership prioritizes development and connection, creating an environment where employees can build lasting careers while contributing meaningful work.
How You'll Spend Your Time
- You will serve as the first point of contact for account opening and maintenance requests.
- You will collect and validate documentation to support regulatory compliance requirements.
- You will track client interactions and service activities using internal systems.
- You will prepare account-opening documents and assist with digital banking enrollment.
- You will create and maintain customer profiles and account records across banking platforms.
- You will manage account records and coordinate check and debit card order fulfillment.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and minimum 4-6 years of experience in banking, or an equivalent 8-10 years combination of education and experience. Previous experience with Commercial deposit accounts is preferred.
- Previous knowledge of:
- General Banking principals and regulations
- Deposit account opening for commercial entities
- Commercial entity documentation
- CDD/Beneficial Ownership Rules
- Exceptional Excel and Word experience
- Exceptional oral and written communication skills to effectively represent self and BOKF
- Exceptional conceptual thinking and analytical skills with the ability to analyze complex problems and provide solutions
- Strong ability to effectively plan time, method, manner and sequence of assigned work assignments
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.
Tempe, AZ, US, 85202
Nearest Major Market: Phoenix
Job Segment: Fulfillment, Bank, Banking, Customer Service, Operations, Finance
Req ID: 78688
Location: Tempe -TEMP
Areas of Interest: Commercial Banking
Pay Transparency Salary Range: Not Available
Application Deadline: 10/17/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
Summary
BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking!
Job Description
Client Service Consultant (CSC) position serves in a client-facing role, to assist new and existing clients in establishing or maintaining deposit accounts, across the BOKF footprint. The CSC is responsible for compliance with State and Federal regulations, internal policies and procedures and Service Level Agreements.
Team Culture
Our team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients' unique needs. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way. Leadership prioritizes development and connection, creating an environment where employees can build lasting careers while contributing meaningful work.
How You'll Spend Your Time
- You will serve as the first point of contact for account opening and maintenance requests.
- You will collect and validate documentation to support regulatory compliance requirements.
- You will track client interactions and service activities using internal systems.
- You will prepare account-opening documents and assist with digital banking enrollment.
- You will create and maintain customer profiles and account records across banking platforms.
- You will manage account records and coordinate check and debit card order fulfillment.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and minimum 4-6 years of experience in banking, or an equivalent 8-10 years combination of education and experience. Previous experience with Commercial deposit accounts is preferred.
- Previous knowledge of:
- General Banking principals and regulations
- Deposit account opening for commercial entities
- Commercial entity documentation
- CDD/Beneficial Ownership Rules
- Exceptional Excel and Word experience
- Exceptional oral and written communication skills to effectively represent self and BOKF
- Exceptional conceptual thinking and analytical skills with the ability to analyze complex problems and provide solutions
- Strong ability to effectively plan time, method, manner and sequence of assigned work assignments
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.
Tempe, AZ, US, 85202
Nearest Major Market: Phoenix
Job Segment: Fulfillment, Bank, Banking, Customer Service, Operations, Finance
See All 43 Client Service Associate Jobs in Tempe
Find roles in Tempe that match your experience and apply in just a few clicks.
Find Client Service Associate JobsClient Service Associate Job Market in Tempe
Who's Hiring
- JPMorganChase22
- Kestra Financial9
- ADP4
- BOK Financial4
- Legacy Wealth Alliance4L
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
Client Service Associate Jobs in Tempe: Frequently Asked Questions
How do I get a client service associate job in Tempe?
Start by targeting Tempe's dense financial services corridor, where banks, investment firms, and wealth management companies along Elliot Road and near downtown regularly post openings. Familiarity with brokerage platforms or financial account administration gives candidates a clear edge here. Networking through Arizona State University's alumni connections and applying directly to firms headquartered in the Tempe Town Lake area also improves your odds considerably.
Which companies hire client service associates in Tempe?
Tempe client service associate roles are posted by JPMorganChase, Kestra Financial, and ADP and others right now, based on current listings on Migrate Mate as of September 2026. Tempe attracts a mix of large national financial institutions with regional operations and growing fintech and investment management firms that have planted roots in the city's business districts.
Are there remote client service associate jobs in Tempe?
Yes, though availability depends on the role type, since client service associate positions tied to in-branch banking or in-person account management are almost always on-site. About 0% of client service associate openings tied to Tempe are remote or hybrid as of September 2026, skewing toward firms where the work centers on phone-based or digital account support rather than face-to-face client interaction.
How can I get a client service associate job in Tempe with little or no experience?
The most realistic entry path in Tempe is through a bank branch or credit union teller role, which several institutions along the Elliot Road corridor and downtown use as a direct pipeline into client service associate positions. Employers connected to Arizona State University's business programs also recruit entry-level candidates for support roles. A background in retail customer service and comfort with financial software significantly shortens the transition.
Which industries hire the most client service associates in Tempe?
Most client service associate openings in Tempe sit in Fintech, Banking & Financial Services, and Investment & Asset Management, per current listings on Migrate Mate as of September 2026. Tempe's role as a regional hub for financial services back-office operations and its growing fintech presence keep demand for client-facing support roles consistently high across those sectors.
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See All 43 Client Service Associate Jobs in Tempe
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