Client Specialist Jobs in Arizona
Client Specialist jobs in Arizona are consistently in demand, with strong hiring concentrated in financial services, insurance, healthcare administration, and technology across Phoenix, Scottsdale, and Tucson. Large employers with lasting Arizona footprints, including Wells Fargo, Banner Health, and American Express, regularly staff client specialist roles from entry-level customer-facing positions through senior relationship management. The most sought-after specialties in Arizona right now are financial client services, benefits and insurance account support, and healthcare client liaison work. See the openings below and apply to the ones that match your experience.
Find Client Specialist JobsOverview
Showing 4 of 42+ Client Specialist jobs
Application Deadline:
Address:
VIRTUAL03 - HomeRes - AZJob Family Group:
Retail Banking Sales & ServiceOnly applicants who reside in the Tempe and Phoenix area at the time of application and can agree to a hybrid office schedule will be considered.
Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g. deposits and investments), and increasing investment penetration within portfolio.
- Takes a consultative approach to relationship building and uncovering financial opportunities while developing recommendations by taking a financial planning approached. Provides financial advice, guidance, and solutions through a defined banking and investment solution set (e.g. simplified advisory accounts, annuities, mutual funds, 529s, and life insurance).
- Collaborates with Financial Advisor, as appropriate, for clients with more complex financial needs.
- Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
- Makes recommendations on products, pricing, and services; connects customer with experts based on financial decisions
- Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
- Introduces and guides clients to use digital platforms and promotes adoption of digital features.
- Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives.
- Identifies short and long-term value creation opportunities for target customer segments.
- Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.
- Coordinates outreach efforts for seminars, campaigns, or client events.
- Cultivates strategic relationships with key client stakeholders to become a trusted advisor and influence long-term financial decisions.
- Sources new revenue and investments through client acquisition and deepening existing relationships.
- Delivers consistent client service using established playbook and guidelines.
- Supports client onboarding, documentation, and service delivery.
- Escalates complex or unresolved client situations and complaints.
- Develops solid product knowledge and financial expertise for an assigned portfolio of products.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Builds effective relationships with internal/external stakeholders.
- Monitors sales and service performance against plan to identify gaps and implements action plans that close performance gaps and resolve issues.
- Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
- Reviews credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
- Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
- Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
- Executes work to deliver timely, accurate, and efficient service.
- Executes quality customer review meetings for retention and relationship expansion purposes.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Qualifications:
Typically, 3+ years of relevant experience; post-secondary degree in related field of study preferred, not required.
- Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
SIE Exam and,
State Life and Health insurance and,
Series 6, 63 and 65 OR Series 7 and 66.
If licenses are not currently held, they are required within 120 days of the role start date.
- Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
- In-depth understanding of brokerage and insurance products.
- In-depth knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning.
- In-depth understanding of personal trust and investment management.
- In-depth knowledge of client portfolio management. Technical proficiency gained through education and/or business experience.
Intermediate level of proficiency:
- Financial Needs Discovery
- Product & Solution Design Investment, Insurance & Advisory Products
Advanced level of proficiency:
- Deposit & Cash Management
- Lending & Credit
- Prospecting & Acquisition
- Sales Strategy & Execution
- Advisory & Communication
- Client Onboarding, Experience & Retention
- Portfolio & Relationship Management
- Risk & Compliance
- Learning Agility Collaboration
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary :
$55,000.00 - $120,000.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Application Deadline:
Address:
VIRTUAL03 - HomeRes - AZJob Family Group:
Retail Banking Sales & ServiceOnly applicants who reside in the Tempe and Phoenix area at the time of application and can agree to a hybrid office schedule will be considered.
Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g. deposits and investments), and increasing investment penetration within portfolio.
- Takes a consultative approach to relationship building and uncovering financial opportunities while developing recommendations by taking a financial planning approached. Provides financial advice, guidance, and solutions through a defined banking and investment solution set (e.g. simplified advisory accounts, annuities, mutual funds, 529s, and life insurance).
- Collaborates with Financial Advisor, as appropriate, for clients with more complex financial needs.
- Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
- Makes recommendations on products, pricing, and services; connects customer with experts based on financial decisions
- Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
- Introduces and guides clients to use digital platforms and promotes adoption of digital features.
- Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives.
- Identifies short and long-term value creation opportunities for target customer segments.
- Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.
- Coordinates outreach efforts for seminars, campaigns, or client events.
- Cultivates strategic relationships with key client stakeholders to become a trusted advisor and influence long-term financial decisions.
- Sources new revenue and investments through client acquisition and deepening existing relationships.
- Delivers consistent client service using established playbook and guidelines.
- Supports client onboarding, documentation, and service delivery.
- Escalates complex or unresolved client situations and complaints.
- Develops solid product knowledge and financial expertise for an assigned portfolio of products.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Builds effective relationships with internal/external stakeholders.
- Monitors sales and service performance against plan to identify gaps and implements action plans that close performance gaps and resolve issues.
- Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
- Reviews credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
- Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
- Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
- Executes work to deliver timely, accurate, and efficient service.
- Executes quality customer review meetings for retention and relationship expansion purposes.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Qualifications:
Typically, 3+ years of relevant experience; post-secondary degree in related field of study preferred, not required.
- Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
SIE Exam and,
State Life and Health insurance and,
Series 6, 63 and 65 OR Series 7 and 66.
If licenses are not currently held, they are required within 120 days of the role start date.
- Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
- In-depth understanding of brokerage and insurance products.
- In-depth knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning.
- In-depth understanding of personal trust and investment management.
- In-depth knowledge of client portfolio management. Technical proficiency gained through education and/or business experience.
Intermediate level of proficiency:
- Financial Needs Discovery
- Product & Solution Design Investment, Insurance & Advisory Products
Advanced level of proficiency:
- Deposit & Cash Management
- Lending & Credit
- Prospecting & Acquisition
- Sales Strategy & Execution
- Advisory & Communication
- Client Onboarding, Experience & Retention
- Portfolio & Relationship Management
- Risk & Compliance
- Learning Agility Collaboration
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary :
$55,000.00 - $120,000.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
See All 42 Client Specialist Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
Find Client Specialist JobsClient Specialist Jobs by City in Arizona
Where Arizona roles are concentrated, by current openings.
Client Specialist Job Market in Arizona
A snapshot from current Arizona openings, updated as new roles post.
Who's Hiring
What Arizona Employers Look For
The qualifications that appear most often in client specialist jobs across Arizona.
- Bachelor's degree in business, finance, or a related field preferred by most Arizona employers
- Two or more years of client-facing or account management experience in a professional setting
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for managing client relationships
- Ability to work collaboratively with internal teams across sales, operations, and support
- Experience resolving client issues and managing escalations in a timely manner
Client Specialist Jobs in Arizona: Frequently Asked Questions
How do you become a client specialist in Arizona?
Most client specialist roles in Arizona require a bachelor's degree in business, finance, communications, or a related field, along with demonstrated client-facing experience. For client specialists working in financial services or insurance, Arizona employers commonly expect candidates to hold or be actively pursuing a relevant license through the Arizona Department of Insurance and Financial Institutions, such as a life and health insurance producer license. Building CRM skills and earning credentials like a Certified Customer Success Manager designation strengthens a candidacy significantly.
Which companies hire client specialists in Arizona?
Companies currently hiring client specialists in Arizona include Lovet Pet Health Care, Baird, and Indeed, per current listings on Migrate Mate as of November 2026. Arizona's concentration of financial services headquarters, large healthcare systems, and technology firms in the Phoenix metro makes it one of the more active states for this role.
Which Arizona cities have the most client specialist jobs?
Phoenix, Scottsdale, and Mesa lead Arizona for client specialist openings. Phoenix dominates because it serves as a regional headquarters for major financial services firms, insurance companies, and health systems that each employ large client-facing teams, while Scottsdale and Tucson add volume through wealth management offices, technology companies, and university-affiliated healthcare operations that consistently hire for this role.
Are there remote client specialist jobs in Arizona?
Yes, and more than many fields, since a significant portion of client specialist work centers on communication, account management, and CRM tasks that translate well to remote settings. About 63% of client specialist openings tied to Arizona are remote or hybrid as of November 2026, reflecting broad employer flexibility in this role. Fully remote positions are most common in financial services, insurance account support, and technology-sector client success functions.
How can I get hired as a client specialist in Arizona with little or no experience?
The most realistic entry path is landing a customer service or account coordinator role at a large Arizona employer and building toward a client specialist title from within. Banner Health, Wells Fargo, and American Express all run associate or new-hire development programs in Arizona that place candidates with strong communication skills into client-facing tracks without requiring years of prior experience. Completing an Arizona community college business program or earning a Salesforce certification gives candidates a concrete edge when applying to these entry-level pipelines.
Where can I find and apply to client specialist jobs in Arizona?
You can find and apply to client specialist jobs in Arizona on Migrate Mate, which lists current Arizona openings updated regularly. Search the available roles, identify the ones that fit your background and preferred location, and apply directly to the positions that match your experience.
See All 42 Client Specialist Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
Find Client Specialist Jobs