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Associate Client Advisor Jobs in Tampa, FL (NOW HIRING)

Marsh & McLennan

Client Advisor

Clearwater, FL · On-site

Mentor associates * Problem solving including abstract reasoning * Client claims management * Manage client accounts receivables/payables * Time management and organization * Professional Growth and ...

Oliver Wyman

Client Advisor

Clearwater, FL · On-site

Mentor associates * Problem solving including abstract reasoning * Client claims management * Manage client accounts receivables/payables * Time management and organization * Professional Growth and ...

Mercer France

Client Advisor

Clearwater, FL · On-site

Mentor associates * Problem solving including abstract reasoning * Client claims management * Manage client accounts receivables/payables * Time management and organization * Professional Growth and ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Tampa, FL

Associate Client Advisor information

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How much do associate client advisor jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for associate client advisor in Tampa, FL is $24.51, according to ZipRecruiter salary data. Most workers in this role earn between $17.50 and $28.17 per hour, depending on experience, location, and employer.

What is an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that involves supporting senior advisors, managing client relationships, and developing sales skills. It can provide valuable experience and opportunities for advancement into more senior roles or specialized areas within finance. Success often depends on interpersonal skills, industry knowledge, and professional development efforts.

What are the most commonly searched types of Client Advisor jobs in Tampa, FL?

The most popular types of Client Advisor jobs in Tampa, FL are:

What cities near Tampa, FL are hiring for Associate Client Advisor jobs?

Cities near Tampa, FL with the most Associate Client Advisor job openings:

Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in Tampa, FL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $50,975 per year, or $24.5 per hour.

Client Advisor

Clearwater, FL • On-site

Marsh & McLennan
See more jobs at Marsh & McLennanexternal

Other

Medical, Retirement

Re-posted 4 days ago

Job description

Business Insurance Account Manager

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 15,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan.

We are looking for a Business Insurance Account Manager who is accountable for managing a high-profile book of business that is complex to handle and generates substantial revenue that is critical to the company operations.

A day in the life.

  • Manage Renewal Process
  • Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts
  • Communication/Client Service (internal & external clients)
  • Master Sagitta Agency Management System and document management system
  • Mentor associates
  • Problem solving including abstract reasoning
  • Client claims management
  • Manage client accounts receivables/payables
  • Time management and organization
  • Professional Growth and Development

Our future colleague:

  • Current 2-20 license
  • Extensive knowledge of business insurance policy contracts/coverages
  • Extensive understanding of the regulatory, legislative, and legal issues surrounding critical commercial situations, including understanding of marketplace and market conditions
  • Working knowledge of Sagitta Agency Management System, or willingness to learn

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Health Insurance
  • 401k
  • Professional development opportunities
  • Hybrid work
  • Six week paid parental leave for the birth or adoption of a child
  • Charitable contribution match programs
  • Stock purchase opportunities

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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