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Client Associate Jobs in Lakeland, FL (NOW HIRING)

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 ...

Client Service Associate

Tampa, FL ยท On-site

$21 - $24/hr

We are looking for critical thinker and proactive Client Service Associate in our Tampa, FL office that shares our dedication to quality and our genuine concern for the comfort and dignity of our ...

Client Service Associate

Tampa, FL

$13.75 - $19/hr

We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will play a key part in supporting clients, managing inquiries, and ensuring smooth day-to ...

Client Service Associate

Kissimmee, FL ยท On-site

$12.75 - $17.75/hr

About the job Client Service Associate Customer Service Representative Travel Industry Remote | Flexible Schedule | Commission + Bonuses About the Role: Were looking for an enthusiastic and detail ...

Client Service Associate

Tampa, FL ยท On-site

$13.75 - $19/hr

We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will play a key part in supporting clients, managing inquiries, and ensuring smooth day-to ...

As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling ...

We are seeking a Senior Associate of Client Success to join our experienced NetSuite Practice Client Success team within Baker Tilly's Professional Sales Organization (PSO). Leveraging the resources ...

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Showing results 1-20

Client Associate information

See Lakeland, FL salary details

$17.2K

$47.5K

$70.4K

How much do client associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for client associate in Lakeland, FL is $47,511.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $57,800.00 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 Lakeland, FL?

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

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

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

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

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

Infographic showing various Client Associate job openings in Lakeland, FL as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 16% Part Time, 1% Temporary, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $47,511 per year, or $22.8 per hour.

Client Services Associate

Hello Sunshine Travels

Kissimmee, FL โ€ข On-site

Other

Re-posted 23 days ago


Job description

About the job Client Services Associate
Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agents.
Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their own boss while earning income doing what they love.
We are currently expanding and seeking passionate people who are:
Self-motivated
Excited about travel
Ready to transform their vacations into a business opportunity
At Hello Sunshine Travels, we believe travel should not only be an adventure it can also be a paycheck.
Role Description
This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling customer inquiries and providing exceptional customer support. Daily tasks will include responding to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall customer satisfaction. The associate will also work closely with the finance team to process payments, provide budgeting assistance, and manage invoices.
Qualifications

  • Client Services and Customer Service skills
  • Customer Support and Communication skills
  • Basic knowledge of Finance and related processes
  • Proven ability to multitask and handle multiple client interactions simultaneously
  • Strong problem-solving skills and a detail-oriented mindset
  • Experience in the travel or hospitality industry is beneficial