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Client Associate Jobs in Lakeland, FL (NOW HIRING)

Associate

Tampa, FL ยท On-site

$15 - $19.75/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

CLIENT SERVICE COORDINATOR

Tampa, FL ยท On-site

$17 - $22.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Client Service Coordinator

Tampa, FL ยท On-site

$16.25 - $21.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. The Client Service ...

Client Service Coordinator

Tampa, FL ยท On-site

$16.25 - $21.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. The Client Service ...

Skills including experience with leading the drafting and negotiation of definitive and ancillary documents, managing deal process and client relationships, supervising junior associates and handling ...

Showing results 21-40

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 20, 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 Coordinator | B shift Monday - Wednesday e/o Thursday 6pm-6am

Sclogistics

Winter Haven, FL โ€ข On-site

$16 - $21.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago


Job description

Why Work for Saddle Creek?

Saddle Creek Logistics Services succeeds by promoting a diverse, friendly, and respectful teamwork environment. As a vital service provider, we not only make a difference in our community but offer our associates opportunities to enhance their skills, build meaningful careers and end each day with a sense of accomplishment. If you're looking for a family-oriented company that lives by its values and offers competitive pay and benefits, join our team today.


Benefits:
  • Weekly pay with skill pay and shift differentials

  • Benefits packageincluding medical, dental, vision and medical reimbursement

  • Medical employee-only premium less than $10/week with wellness discounts

  • HSA with annual employer contribution

  • Weekly 401(k) match

  • Vacation immediatelyupon hire

  • 8 holidays per calendar year

  • Personal time after 90 days

  • EAP and identity theft protection

  • Tuition reimbursement

  • Company paid life insurance and short term disability

Note that if you are viewing this posting on an external job board (such as Indeed, LinkedIn, ZipRecruiter, etc.), unless specifically stated in the posting, the provided salaryestimatesmay not be accurate as they are not provided by Saddle Creek. Our recruiters look forward to speaking with you about your background, skills, and compensation requirements.


Summary

The Client Service Coordinator (CSC) is responsible for providing clients with a high quality, professional client experience. The CSC acts as a liaison between the client and Saddle Creek, assists client on all issues, answers questions, investigates and resolves a wide array of client questions and concerns using a variety of systems and offers solutions in a positive manner. This position will be expected to establish and maintain effective working relationships with associates, other agencies, clients and the public.

Responsibilities:
  • Communicates with the customer verbally and in writing with a professional and positive attitude

  • Support client relationship by becoming an extension of our client's business

  • Build strong rapport with partners with managing relationships, setting expectation and status communication

  • Assist clients with questions, offer solutions, researches issues and provides status updates

  • Enter, review, coordinate and track progress in all client requested enhancements and issues tracking

  • Proactively identify process improvements that enhance the Client experience and streamlines operations

  • Maintainsservice reports that are shared with the client that give visibility into volumes, SLAs, etc.

  • Participates and presents on client meetings as needed.

  • Communicates client requested projects with the operation (Kitting, Receiving, etc.)

  • Coordinates and provides professional communication with clients, client's retailers, and SCLS vendors

  • Supports parcel requests and issues from carrier or client and escalates as needed

  • Oversees CRM and dispatches tickets appropriately

  • Supports new client implementations/enhancements as needed

  • Ability to navigate warehouse systems as needed for client requests

QualificationsEducation/Experience
  • Associates' Degree preferred

  • High School Diploma or GED required

  • Must have at least six (6) months of experience in a customer service role

  • Experience with working with a warehouse management systems (WMS) is preferred

Knowledge, Skills and Abilities
  • Excellent communication both verbally and in writing, especially through e-mail and over the phone

  • Strong interpersonal skills

  • Comfortable presenting in front of others

  • Good problem-solving and prioritizing skills

  • Ability to effectively manage and resolve conflict

  • Attention to detail to prepare and maintain accurate records and reports

  • Ability to follow both written and verbal instructions

  • Technology savvy

  • Proficiency with Microsoft Outlook, Word, Excel, & knowledge of PowerPoint are preferred

  • Comfortable working in both office and warehouse environment with wide temperature ranges

  • Ideal candidate has excellent communication skills and excels in collaborating and engaging with others all levels of the organization

Saddle Creek is an Equal Opportunity employer and an Affirmative Action employer, as required by law. We provide equal employment opportunities to applicants and existing associates and evaluate qualified candidates without regard to race, gender, national origin, ancestry, age, color, religious creed, marital status, genetic information, sexual orientation, gender identity, gender expression, sex (including pregnancy, breastfeeding and related medical conditions), mental or physical disability, medical condition, military and veteran status or any other status or condition protected by applicable federal, state, or local laws, governmental regulations and executive orders. View the EEO poster here. View the E-Verify Postinghere.

Saddle Creek is committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability to search and apply for a career opportunity, please send an e-mail toDisability.accommodation@sclogistics.comand let us know your contact information and the nature of your request.