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Client Associate Jobs in Immokalee, FL (NOW HIRING)

Gartner

Client Engagement Specialist

Fort Myers, FL · On-site +1

About This Role Client Engagement Services (CES) Specialists provide world-class service by ... That's why we hire associates with the intellectual curiosity, energy and drive to want to make a ...

NVA

Client Services Representative

Fort Myers, FL · On-site

$15 - $20.25/hr

Best Friends Animal Hospital is looking for a full-time or part-time client service representative ... National Veterinary Associates is a leading global pet care organization united in the love of ...

Gartner

Sales Development Associate

Fort Myers, FL · Hybrid

As a $5 billion company, with over 19,500 associates, and a member of the S&P 500, we are an objective partner with 15,000+ client enterprises in more than 100 countries - across all major functions ...

Gartner

Sales Development Associate

Fort Myers, FL · Hybrid

As a $5 billion company, with over 19,500 associates, and a member of the S&P 500, we are an objective partner with 15,000+ client enterprises in more than 100 countries - across all major functions ...

Gartner

Sales Development Associate

Fort Myers, FL · Hybrid

As a $5 billion company, with over 19,500 associates, and a member of the S&P 500, we are an objective partner with 15,000+ client enterprises in more than 100 countries - across all major functions ...

Gartner

Deal Hub Associate

Fort Myers, FL · On-site +1

$13 - $17.75/hr

Deal Hub Associates are responsible for ... Partnering with Sales to understand client requirements, evaluating requests against standards, and ...

Gartner, Inc.

Deal Hub Associate

Fort Myers, FL · On-site

$13 - $17.75/hr

Deal Hub Associates are responsible for ... Partnering with Sales to understand client requirements, evaluating requests against standards, and ...

Topgolf

Golf Services Associate

Fort Myers, FL · On-site

What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...

Gartner

Deal Hub Associate

Fort Myers, FL · On-site +1

$13 - $17.75/hr

Deal Hub Associates are responsible for ... Partnering with Sales to understand client requirements, evaluating requests against standards, and ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Immokalee, FL

Client Associate information

See Immokalee, FL salary details

$16.6K

$45.8K

$67.8K

How much do client associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for client associate in Immokalee, FL is $45,798.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,900.00 and $55,700.00 per year, depending on experience, location, and employer.

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 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.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer 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 cities near Immokalee, FL are hiring for Client Associate jobs? Cities near Immokalee, FL with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Immokalee, FL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 14% Part Time, 1% Temporary, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $45,798 per year, or $22 per hour.

Client Services Administrator

Ph Financial Advisors

Fort Myers, FL • On-site

$59K/yr

Full-time

Re-posted 21 hours ago

Job description

ABOUT THE JOB

Are you a supportive, detail-oriented professional with a passion for processes and client service? Do you thrive in a role where organization and relationship building are essential? Ph Financial Advisors is seeking someone with these qualities to join us as a Client Service Administrator in Fort Myers. If you’re a supportive, social, multitasker who thrives in a fast- paced environment and has a keen eye for detail, join us and help keep our team organized and connected.



COMPANY OVERVIEW

Ph Financial is a boutique financial services firm on a mission to guide individuals to and through a financially healthy retirement. We are seeking a detail-oriented, motivated individual to grow into the role of Client Services Administrator at our Fort Myers location. The ideal candidate will learn and streamline our proprietary approaches and become an integral part of our expanding team.



JOB OVERVIEW

As the Client Service Administrator, you will be responsible for efficiently managing and servicing both new and existing accounts. This includes ensuring accuracy in documentation, handling client interactions with precision, and maintaining high standards in every client transaction. Knowledge of Employee Benefits is required, along with a passion for client service and office operations.



COMPANY CULTURE

We are committed to fostering a culture of excellence and integrity. Our team members are accountable, proactive, and passionate about service. The right candidate will align with our principles:


  • Responsibility: Commit to following and continuously improving standard operating procedures, including detailed documentation for transparency.
  • Transparency: Maintain self-discipline to document all actions, allowing others to seamlessly follow or continue processes.
  • Excellence: Embrace a growth mindset by asking, "What else can I do? How can I improve?"
  • Urgency: Prioritize efficiently, ensuring timely and clear communication to clients and colleagues.
  • Problem-solving: Seek and suggest technological or process-based solutions that enhance productivity and communication.
  • Teamwork: Value every team member's contribution, recognizing their importance and working to resolve conflicts constructively.
  • Passion for Service: Actively work to support others in achieving their goals.



KEY RESPONSIBILITIES

Office Operations

  • Greet guests and ensure a welcoming environment for clients and visitors.
  • Answer and direct incoming phone calls promptly and professionally.
  • Manage office inventory, including ordering supplies and maintaining stock levels.
  • Support general administrative tasks to ensure smooth day-to-day operations.



Client Servicing and Customer Relations

  • Maintain and service existing accounts with a high level of client interaction and follow-through.
  • Prepare and audit summary documents to confirm critical details (e.g., correct beneficiaries).
  • Identify opportunities for additional business from existing clients and inform leadership.



Business Health Monitoring

  • Oversee caseload prioritization and monitor monthly profit & loss reports.



Employee Benefits Knowledge

  • Posses a strong understanding of group medical benefits.
  • Providing day-to-day service for employee benefits clients, addressing questions and issues efficiently.
  • Facilitate Open Enrollment preparation.



COMPENSATION AND BENEFITS

Salary Range: $60,000 - $70,000 based on experience, with a 90-day initial performance review and potential for advancement.

Job Type: Full-time, 8-hour shift, Monday to Friday.


Benefits:

  • Health insurance
  • Paid time off
  • Professional development assistance
  • Bonus pay



QUALIFICATIONS

  • Education: Associate degree (preferred)
  • Experience: 1 year of Microsoft office and administrative experience (preferred)
  • Licenses: Life, Health License or willingness to obtain within 90 days is required.



Location: In-person at Fort Myers, FL location.