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Client Associate Jobs in Miami, FL (NOW HIRING)

Insigneo

Client Associate

Miami, FL · On-site

The Client Associate has an overall responsibility for providing dedicated operational and sales support to the assigned financial advisor or team of financial advisors. JOB RESPONSIBILITIES/MAIN ...

Amerant Bank

Client Associate

Coral Gables, FL

The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...

Amerant Bank

Client Associate

Coral Gables, FL · On-site

The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...

Amerant Bank

Client Associate

Coral Gables, FL · On-site

The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...

UBS

Registered Client Associate

Coral Gables, FL · On-site

Your role Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client ...

UBS

Registered Client Associate

Coral Gables, FL · On-site

Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information • ...

5 Legal

Private Client Associate

Miami, FL · On-site

A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...

Ascendo

Client Service Associate

Miami, FL

$13.75 - $19.25/hr

Client Service Associate (CSA) - Wealth Management A growing and highly regarded wealth management firm is seeking an experienced Client Service Associate (CSA) to support advisors and deliver a high ...

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All JobsClient Associate JobsClient Associate Jobs in Miami, FL

Client Associate information

See Miami, FL salary details

$17.7K

$48.7K

$72.2K

How much do client associate jobs pay per year?

As of Jun 11, 2026, the average yearly pay for client associate in Miami, FL is $48,745.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,300.00 and $59,300.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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 are the most commonly searched types of Client jobs in Miami, FL? The most popular types of Client jobs in Miami, FL are:
What are popular job titles related to Client Associate jobs in Miami, FL? For Client Associate jobs in Miami, FL, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Miami, FL look for? The top searched job categories for Client Associate jobs in Miami, FL are:
What cities near Miami, FL are hiring for Client Associate jobs? Cities near Miami, FL with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Miami, FL as of June 2026, with employment types broken down into 82% Full Time, 15% Part Time, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $48,745 per year, or $23.4 per hour.
Client Associate

Client Associate

Insigneo

Miami, FL • On-site

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

The Client Associate has an overall responsibility for providing dedicated operational and sales support to the assigned financial advisor or team of financial advisors.


JOB RESPONSIBILITIES/MAIN FUNCTIONS

  • Review account opening documentation making sure it complies with regulatory guidelines.
  • Provide sales and products information to existing and prospect clients.
  • Process fund distributions and asset movements.
  • Work with internal departments and end clients in resolving service and operational matters.
  • Provide information regarding internal procedures.
  • Prepare ad hoc reports.
  • Provide other duties, as necessary.


JOB REQUIREMENTS (EDUCATION AND EXPERIENCE)

  • Bachelor's degree in Business Administration, Finance, or related field.
  • Minimum of three (3) years of work-related experience.
  • Series 7, 63 is a plus.
  • Bilingual in English and Spanish.


SKILLS AND CAPABILITIES

  • Client service focus with the ability to respond to requests in a timely manner.
  • Strong analytical skills with high attention to detail and accuracy.
  • Strong organizational, multi-tasking, and prioritizing skills.
  • Good verbal, written, and interpersonal communication skills.
  • Knowledge and understanding of brokerage systems or applications.
  • Customer service attitude and proactive when issues arise.
  • Ability to work under pressure.

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