Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Be Seen First
Client Representative
Navarre, FL · On-site
$45K - $60K/yr
This is an entry level Client Representative position designed for individuals who are competitive, coachable, and eager to build a long term career in sales, customer acquisition, and account ...
Quick apply
Be Seen First
Client Representative
Navarre, FL · On-site
$45K - $60K/yr
This is an entry level Client Representative position designed for individuals who are competitive, coachable, and eager to build a long term career in sales, customer acquisition, and account ...
Be Seen First
Client Representative
Navarre, FL · On-site
$45K - $60K/yr
This is an entry level Client Representative position designed for individuals who are competitive, coachable, and eager to build a long term career in sales, customer acquisition, and account ...
Quick apply
Be Seen First
Client Representative
Navarre, FL · On-site
$45K - $60K/yr
This is an entry level Client Representative position designed for individuals who are competitive, coachable, and eager to build a long term career in sales, customer acquisition, and account ...
Client Service Coordinator
Destin, FL · On-site
$16.25 - $21.25/hr
Medical
Dental
Vision
Life
Retirement
PTO
If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE ANDFUNCTION The Client Service Coordinator ("CSC") drives the flow of ...
Client Service Coordinator
Destin, FL · On-site
$16.25 - $21.25/hr
Medical
Dental
Vision
Life
Retirement
PTO
If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE ANDFUNCTION The Client Service Coordinator ("CSC") drives the flow of ...
Client Service Coordinator
Destin, FL · On-site
$16.25 - $21.25/hr
Medical
Dental
Vision
Life
Retirement
PTO
If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE ANDFUNCTION The Client Service Coordinator ("CSC") drives the flow of ...
Client Service Coordinator
Destin, FL · On-site
$16.25 - $21.25/hr
Medical
Dental
Vision
Life
Retirement
PTO
If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE ANDFUNCTION The Client Service Coordinator ("CSC") drives the flow of ...
Customer Relations Associate
Destin, FL · On-site
$36K - $45K/yr
Dental
Vision
Retirement
PTO
Customer Relations Associate The Customer Relations Associate performs various Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner ...
Customer Relations Associate
Destin, FL · On-site
$36K - $45K/yr
Dental
Vision
Retirement
PTO
Customer Relations Associate The Customer Relations Associate performs various Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner ...
Customer Relations Associate
Destin, FL · On-site
$36K - $45K/yr
Dental
Vision
Retirement
PTO
Customer Relations Associate The Customer Relations Associate performs various Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner ...
Customer Relations Associate
Destin, FL · On-site
$36K - $45K/yr
Dental
Vision
Retirement
PTO
Customer Relations Associate The Customer Relations Associate performs various Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner ...
Tax Associate
Fort Walton Beach, FL · On-site
$46K - $62K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Fort Walton Beach, FL · On-site
$46K - $62K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Fort Walton Beach, FL · On-site
$48K - $64K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Fort Walton Beach, FL · On-site
$48K - $64K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Hurlburt Field, FL · On-site
$53K - $71K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Hurlburt Field, FL · On-site
$53K - $71K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Santa Rosa Beach, FL · On-site
$53K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Santa Rosa Beach, FL · On-site
$53K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Customer Relations Associate
Destin, FL · On-site
$36K - $45K/yr
Dental
Vision
Retirement
PTO
The Customer Relations Associate performs various Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner, handling merchandise with care ...
Customer Relations Associate
Destin, FL · On-site
$36K - $45K/yr
Dental
Vision
Retirement
PTO
The Customer Relations Associate performs various Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner, handling merchandise with care ...
Tax Associate
Niceville, FL · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Niceville, FL · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Defuniak Springs, FL · On-site
$49K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Defuniak Springs, FL · On-site
$49K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Fort Walton Beach, FL · On-site
$48K - $64K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Fort Walton Beach, FL · On-site
$48K - $64K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Destin, FL · On-site
$53K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Destin, FL · On-site
$53K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Navarre, FL · On-site
$53K - $71K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Navarre, FL · On-site
$53K - $71K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Fort Walton Beach, FL · On-site
$46K - $62K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Fort Walton Beach, FL · On-site
$46K - $62K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
DoD SkillBridge - Client Engineer Intern
Mary Esther, FL · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Microsoft Endpoint Associate/Expert * ITIL, GIAC, or other cyber certifications * Familiarity with ... Additional Information A Client Engineer SkillBridge fellow will be expected to complete ...
DoD SkillBridge - Client Engineer Intern
Mary Esther, FL · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Microsoft Endpoint Associate/Expert * ITIL, GIAC, or other cyber certifications * Familiarity with ... Additional Information A Client Engineer SkillBridge fellow will be expected to complete ...
Client Associate information
See Destin, FL salary details
$16.8K - $21.5K
3% of jobs
$21.5K - $26.2K
1% of jobs
$26.2K - $30.9K
9% of jobs
$30.9K - $35.6K
6% of jobs
$37.2K is the 25th percentile. Wages below this are outliers.
$35.6K - $40.3K
16% of jobs
$40.3K - $45K
11% of jobs
The median wage is $46.6K / yr.
$45K - $49.7K
11% of jobs
$49.7K - $54.4K
14% of jobs
$55.7K is the 75th percentile. Wages above this are outliers.
$54.4K - $59.1K
15% of jobs
$59.1K - $63.8K
11% of jobs
$63.8K - $68.5K
3% of jobs
$16.8K
$46.2K
$68.5K
How much do client associate jobs pay per year?
As of Aug 17, 2026, the average yearly pay for client associate in Destin, FL is $46,242.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,300.00 and $56,300.00 per year, depending on experience, location, and employer.
What is a client associate?
Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.
What are the key skills and qualifications needed to thrive as a client associate?
To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.
How does a client associate typically collaborate with other teams within a financial services firm?
Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.
What are the most commonly searched types of Client jobs in Destin, FL?
The most popular types of Client jobs in Destin, FL are:
What job categories do people searching Client Associate jobs in Destin, FL look for?
The top searched job categories for Client Associate jobs in Destin, FL are:
What cities near Destin, FL are hiring for Client Associate jobs?
Cities near Destin, FL with the most Client Associate job openings:
Bank Of America rating
8.2
Based on 528 frontline employees who took The Breakroom Quiz
51st of 171 rated banks
Job description
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998