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Account Service Associate Jobs in Florida (NOW HIRING)

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 ...

The Pharmacy Service Associate is responsible for performing daily, routine tasks in the pharmacy ... Inactivate patient accounts in computerized system * Process patient address changes, ensuring ...

Associate I, Customer Service

Miami, FL

$13.75 - $19.25/hr

Customer Service Associate The Customer Service Associate will execute a variety of customer ... Including but not limited to, assisting with resolving order, account and delivery issues.

Client Service Associate

Tampa, FL · On-site

$65K - $85K/yr

We are seeking a Client Service Associate to join our team to assist in providing excellent service ... Process account opening applications, transfer paperwork, money movements and/or other various ...

We are seeking a Client Service Associate to join our team to assist in providing excellent service ... Process account opening applications, transfer paperwork, money movements and/or other various ...

We are seeking a Client Service Associate to join our team to assist in providing excellent service ... Process account opening applications, transfer paperwork, money movements and/or other various ...

Client Service Associate

The Villages, FL · On-site

$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.

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Account Service Associate information

See Florida salary details

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$16

$19

How much do account service associate jobs pay per hour?

As of Jun 13, 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 is the work of account associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, resolving issues, and maintaining positive relationships. They often use customer relationship management (CRM) tools and require strong communication skills to ensure client satisfaction and retention.

What is the job description of a service associate?

An Account Service Associate is responsible for managing client accounts, addressing customer inquiries, processing transactions, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills. The role typically involves working in a team environment and may require familiarity with industry-specific regulations or certifications.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.

What job makes $10,000 a month without a degree?

An Account Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level without a degree often include sales, real estate, or entrepreneurship, but they usually require strong communication skills, industry knowledge, and a proven track record. Most jobs with such high earnings are performance-based and may involve commissions or bonuses.
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:
Client Service Associate - NR

Client Service Associate - NR

Stifel

Venice, FL • On-site

$13.75 - $18.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago


Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz


Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
  • Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
  • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
  • Provide reports and other information to FA(s), as requested.
  • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring
  • Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
  • Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
  • Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
  • Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience
  • Minimum Required: High School Diploma or equivalent
  • Minimum Required: 2 years clerical/related industry

Licenses & Credentials
  • Minimum Required: None

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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