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Account Services Associate Jobs in Florida (NOW HIRING)

Norman Alex

Client Services Associate

Miami, FL · On-site

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is ... Key Responsibilities: * Account Management: Opening accounts, transferring assets, managing ...

Valley Bank

IPB Client Services Associate

Aventura, FL · On-site

The IPB Client Services Associate will be responsible for interfacing with clients and prospective ... The position will also handle account openings for online banking accounts, general account ...

Travel + Leisure Co.

Guest Services Associate

Destin, FL · On-site

$17/hr

Guest Services Associate * Central Location, Destin, Florida, United States, 32550 * Guest Services ... Vision * Flexible spending accounts * Life and accident coverage * Disability * Depending on ...

EXZEO GROUP, INC

Treasury Services Associate

Tampa, FL · On-site

JOB SUMMARY The Treasury Services Associate supports the day-to-day processing of payments and ... Review payment, policy, and account information to ensure funds are applied correctly. * Research ...

Equity Trust

Client Services Associate

Fort Myers, FL · Hybrid

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through ... accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors Use the CRM ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through ... accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors • Use the CRM ...

Amerantbank

Client Services Associate II

Miramar, FL · On-site

Processes closing of accounts due to BSA matters. * Responds OFAC possible hits and contact ... Acts as back up of other Client Services Associate / Client Onboarding Associate. * Ensures ...

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How much do account services associate jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for account services 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 does an Account Services Associate do?

An Account Services Associate typically supports client accounts within a company, assisting with tasks such as managing client inquiries, processing account requests, maintaining accurate records, and coordinating with internal teams to ensure client satisfaction. They play a key role in resolving issues, updating account information, and facilitating communication between clients and the business. This position often requires strong organizational, communication, and problem-solving skills to meet client needs efficiently.

What are the key skills and qualifications needed to thrive as an Account Services Associate?

To thrive as an Account Services Associate, you need strong customer service skills, attention to detail, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Excellent interpersonal skills, problem-solving abilities, and the capacity to manage multiple tasks efficiently help professionals stand out in this role. These skills ensure effective client support, accurate account management, and contribute to overall customer satisfaction and retention.

How does an Account Services Associate typically collaborate with other departments to support client needs?

As an Account Services Associate, you'll frequently work with teams such as sales, marketing, and customer support to ensure client requests are addressed efficiently. You may coordinate with the sales team to clarify client requirements, relay feedback to product or service teams, and work with billing or finance for account-related inquiries. Effective communication and organization are key, as you'll often act as a liaison to help resolve issues and ensure a seamless client experience. This collaborative environment helps you build a broad understanding of company operations while contributing directly to client satisfaction.

What is an account services associate?

An account services associate is a professional responsible for managing client accounts, providing support, resolving issues, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to handle client needs effectively.

What are the most commonly searched types of Account Services jobs in Florida?

The most popular types of Account Services jobs in Florida are:

What cities in Florida are hiring for Account Services Associate jobs?

Cities in Florida with the most Account Services Associate job openings:

Account Services Associate jobs near you
Infographic showing various Account Services Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $34,313 per year, or $16.5 per hour.

Client Services Associate

Norman Alex

Miami, FL • On-site

Other

Re-posted 27 days ago

Job description

Client Services Associate

Miami, Florida, United States

About the Job

Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business.

Must have Series 7 additional licenses are a plus.

The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely with Financial Advisors to ensure a seamless client experience within the wealth management framework.

Key Responsibilities:

  • Account Management: Opening accounts, transferring assets, managing documentation, and maintaining client records.
  • Trade Execution: Processing stock, bond, and option trades with accuracy.
  • Client Communication: Handling inquiries, addressing concerns, and providing updates.
  • Client Reporting: Preparing account statements and performance reports.
  • Compliance Support: Ensuring adherence to regulations and internal policies.
  • Meeting Preparation: Assisting Advisors with data gathering and presentations.
  • Relationship Building: Providing proactive, personalized service.

Skills & Qualifications:

  • Strong customer service and relationship-building skills
  • Knowledge of financial markets and investment products
  • Proficiency in financial software and CRM systems
  • Excellent communication and attention to detail
  • Ability to work accurately under pressure

Apply