ZipRecruiter

Log In

1

Client Associate Jobs in Jacksonville, FL (NOW HIRING)

Kelly, Inc.

Client Services Associate

Jacksonville, FL · On-site

$40 - $43 Grow your career as a Client Services Associate with an innovative global bank in Jacksonville, FL. Contract role with possibility of extension. Will require working a hybrid schedule 2-3 ...

AnywhereWorks

Be Seen First

Remote Client Experience Associate

Jacksonville, FL · Remote

$16/hr

We are looking for a Client Experience Associate to join our team! Please see below for more information: Your Role * You will be taking customer calls, capturing incoming leads, taking orders, and ...

Morgan Stanley

Client Service Associate

Jacksonville, FL · On-site

$13.50 - $18.50/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...

Harden

Client Service Associate

Jacksonville, FL · On-site

$13.50 - $18.50/hr

At Harden, we reward associates based upon acquired skills, competencies and achieving client objectives. High performers will find incentives and support they need to fuel their drive and talents.

Morgan Stanley

Client Service Associate

Jacksonville, FL · On-site

$13.50 - $18.50/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Jacksonville, FL · On-site

$13.50 - $18.50/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Elase

Client Coordinator

Jacksonville, FL · On-site

$16.75 - $22.50/hr

Client Coordinator Position Type: Full-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...

previous pagenext page

Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Jacksonville, FL

Client Associate information

See Jacksonville, FL salary details

$17.1K

$47.2K

$70K

How much do client associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for client associate in Jacksonville, FL is $47,222.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,100.00 and $57,400.00 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?

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 are the most commonly searched types of Client jobs in Jacksonville, FL?

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

What are popular job titles related to Client Associate jobs in Jacksonville, FL?

For Client Associate jobs in Jacksonville, FL, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Jacksonville, FL look for?

The top searched job categories for Client Associate jobs in Jacksonville, FL are:

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Jacksonville, 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 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $47,222 per year, or $22.7 per hour.

Client Services Associate

Motion Recruitment

Jacksonville, FL • On-site

Other

Re-posted 5 days ago

Job description

Grow your career as a Client Services Associate with an innovative global bank in Jacksonville, FL. Contract role with possibility of extension. Will require working a hybrid schedule 2-3 days onsite per week.
Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services worldwide. You will work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you.
Contract Duration: 9 Months

Required Skills & Experience
  • Bachelor’s/University degree
  • Up to 2 years experience in Banking Customer Service with emphasis in investments or investment-related products.
  • Must have Securities Industry Essentials – SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses!
  • Basic understanding of investment and financial planning strategies.
  • Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
  • Excellent verbal and written communication skills. Ability to communicate at a professional level.
  • Capable of working independently within established procedures and make decisions without manager approval.
  • Able to perform multiple functions with a high degree of accuracy.
  • Ability to support a diverse array of products and services.
  • Knowledge of Microsoft Office (Excel, Outlook, and Word).
Desired Skills:
  • Master’s degree.

What You Will Be Doing
  • Fully accountable for servicing and supporting our Investment and/or Banking clients.
  • Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
  • Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions.
  • Confidently articulate the value proposition for our Private Client and digital programs available.
  • Directly responsible for providing timely responses to client service requests, received via telephone or email.
  • Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
  • Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
  • Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
  • Ensure that KYC/AML and other compliance norms are strictly adhered to.

Apply