ZipRecruiter

Log In

1

Account Service Associate Jobs in Florida (NOW HIRING)

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$12.75 - $17.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... marketing, accounts payables, receivables, supporting receptionist as needed * Understand the ...

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$13.25 - $18/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... marketing, accounts payables, receivables, supporting receptionist as needed * Understand the ...

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$13 - $18/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... marketing, accounts payables, receivables, supporting receptionist as needed * Understand the ...

Mariner Finance

Client Service Associate

Pine Hills, FL · On-site

$13.50 - $18.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... marketing, accounts payables, receivables, supporting receptionist as needed * Understand the ...

RIA Recruiting

Client Service Associate

Tampa, FL

$65K - $85K/yr

Client Service Associate AGW Capital Advisors is a private wealth management firm in Tampa, FL. We ... Process account opening applications, transfer paperwork, money movements and/or other various ...

LPL Financial

Client Service Associate

Wildwood, FL

$23.52 - $39.17/hr

Process new account paperwork, ensuring all required documentation is completed and compliant. * Assist in maintaining compliance records, ensuring adherence to FINRA, SEC and firm policies.

UBS

Client Service Associate

Palm Beach Gardens, FL

$13.75 - $19/hr

... on account services and capabilities • help with the preparation of reports and other materials ... As a Client Associate, you'll play an important role on the team. Your expertise • series 7 and ...

Stifel

Client Service Associate - NR

Venice, FL · On-site

$13.75 - $18.75/hr

Perform clerical functions related to opening client accounts and ongoing account coding based on ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

Stifel

Client Service Associate - NR

Vero Beach, FL

$12.75 - $17.50/hr

Perform clerical functions related to opening client accounts and ongoing account coding based on ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

UBS

Client Service Associate

Palm Beach Gardens, FL · On-site

$13.75 - $19/hr

... on account services and capabilities • help with the preparation of reports and other materials ... As a Client Associate, you'll play an important role on the team. Your expertise • series 7 and ...

Stifel

Client Service Associate - NR

Venice, FL

$13.75 - $18.75/hr

Perform clerical functions related to opening client accounts and ongoing account coding based on ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

Stifel

Client Service Associate - NR

Vero Beach, FL

$12.75 - $17.50/hr

Perform clerical functions related to opening client accounts and ongoing account coding based on ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

Morgan Stanley

Client Service Associate

Winter Park, FL

$13.75 - $18.75/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Entering profile information or pre-filling account documentation on client accounts/documents in a ...

Stifel

Client Service Associate - NR

Venice, FL · On-site

$13.75 - $18.75/hr

Perform clerical functions related to opening client accounts and ongoing account coding based on ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

Stifel

Client Service Associate - NR

Vero Beach, FL · On-site

$12.75 - $17.50/hr

Perform clerical functions related to opening client accounts and ongoing account coding based on ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

next page

Showing results 1-20

All JobsAccount Service Associate JobsAccount Service Associate Jobs in Florida

Account Service Associate information

See Florida salary details

$3

$16

$19

How much do account service associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for account service associate in Florida is $16.50, according to ZipRecruiter salary data. Most workers in this role earn between $15.82 and $18.70 per hour, depending on experience, location, and employer.
What are the most commonly searched types of Account Service jobs in Florida? The most popular types of Account Service jobs in Florida are:
What cities in Florida are hiring for Account Service Associate jobs? Cities in Florida with the most Account Service Associate job openings:
Account Service Associate jobs near you
Client Service Associate

Client Service Associate

Mariner Finance

Orlando, FL • On-site

$12.75 - $17.75/hr

Full-time

This job post has expired today. Applications are no longer accepted.

Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.
Responsibilities
  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
  • Perform other duties as assigned
Qualifications
  • High school diploma required; bachelor's degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus
Skills and Knowledge
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment
#LI-MK1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
EOE M/F/D/V

What Mariner Finance employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply