Are you outgoing with a desire to provide a world class client experience? We're looking for a client associate to: Help support client advisors in delivering exceptional client service and ...
Are you outgoing with a desire to provide a world class client experience? We're looking for a client associate to: Help support client advisors in delivering exceptional client service and ...
Client Associate
Orlando, FL · On-site
Are you outgoing with a desire to provide a world class client experience? We're looking for a client associate to: • Help support client advisors in delivering exceptional client service and ...
Client Associate
Orlando, FL · On-site
Are you outgoing with a desire to provide a world class client experience? We're looking for a client associate to: • Help support client advisors in delivering exceptional client service and ...
Client Associate
Winter Park, FL · On-site
Wells Fargo is seeking a Marketing Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.
Client Associate
Winter Park, FL · On-site
Wells Fargo is seeking a Marketing Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.
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 ...
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 ...
Client Associate
Orlando, FL · On-site
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
Client Associate
Orlando, FL · On-site
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
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 ...
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 ...
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 ...
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 ...
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 ...
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
Brokerage Registered Client Service Associate - Winter Park, FL
Winter Park, FL · On-site
$13.75 - $18.75/hr
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Brokerage Registered Client Service Associate - Winter Park, FL
Winter Park, FL · On-site
$13.75 - $18.75/hr
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Client Associate information
See Maitland, FL salary details
$17.2K - $22K
3% of jobs
$22K - $26.8K
1% of jobs
$26.8K - $31.6K
9% of jobs
$31.6K - $36.4K
6% of jobs
$38.1K is the 25th percentile. Wages below this are outliers.
$36.4K - $41.3K
16% of jobs
$41.3K - $46.1K
11% of jobs
The median wage is $47.8K / yr.
$46.1K - $50.9K
11% of jobs
$50.9K - $55.7K
14% of jobs
$57K is the 75th percentile. Wages above this are outliers.
$55.7K - $60.5K
15% of jobs
$60.5K - $65.3K
11% of jobs
$65.3K - $70.1K
3% of jobs
$17.2K
$47.3K
$70.1K
How much do client associate jobs pay per year?
As of Sep 12, 2026, the average yearly pay for client associate in Maitland, FL is $47,348.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,200.00 and $57,600.00 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 Maitland, FL?
The most popular types of Client jobs in Maitland, FL are:
What job categories do people searching Client Associate jobs in Maitland, FL look for?
The top searched job categories for Client Associate jobs in Maitland, FL are:
What cities near Maitland, FL are hiring for Client Associate jobs?
Cities near Maitland, FL with the most Client Associate job openings:
Client Associate
Winter Park, FL
UBS - Experienced professionals - job boards
• Securities, Commodity Contracts, and Financial Investments • 10K+ employees10,000+ employees
Full-time
Re-posted 29 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
Job description
Do you want to proactively go the extra mile with us to help clients. Are you focused on the details, even when under pressure. Are you outgoing with a desire to provide a world class client experience?
We're looking for a client associate to:
Help support client advisors in delivering exceptional client service and experience
Direct contact with sophisticated high and ultra-high net worth clients including executives, business owners, multigeneration families and complex layered entities on daily inquiries and account servicing (general account queries, service requests, investment orders, distributions, etc.)
Assist with account opening, onboarding, due diligence and monitoring activities
Support with documentation for client meetings, business trips, investment proposals and the like
Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
Maintain a client matrix for scheduling and follow up with clients and prospects
Manage a multitude of tasks in a fast-paced environment, while delivering accurate and timely results
Educate clients on comprehensive account services and capabilities of the team
Plan, create and implement team marketing events and marketing materials
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH