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Client Associate Jobs in Ocala, FL (NOW HIRING)

Associate's degree, professional certification, or equivalent training and experience preferred. * Previous experience managing client relationships. Behaviors : * Ability to use office systems to ...

Client Service Coordinator

Lady Lake, FL · On-site

$15.75 - $20.50/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 ...

Associate Veterinarian

Fruitland Park, FL · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

Associate Veterinarian

Belleview, FL · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

Associate Veterinarian

Ocala, FL · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

Associate Veterinarian

The Villages, FL · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

Associate Veterinarian

Wildwood, FL · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

Associate Veterinarian

Lady Lake, FL · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

Associate Veterinarian

Summerfield, FL · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

Gaming Associate

Ocala, FL · On-site

$19/hr

Gaming Associate Location: Ocala, FL Pay Rate: $17-19/hr Scheduling: Full-time. Complete ... Provide client & customer service - You are not a dealer, but you will be working alongside them ...

Gaming Associate Location: Summerfield, FL Pay Rate: $19-21/hr Scheduling: Full-time. Complete ... Provide client & customer service - You are not a dealer, but you will be working alongside them ...

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Client Associate information

See Ocala, FL salary details

$17.2K

$47.4K

$70.2K

How much do client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client associate in Ocala, FL is $47,366.00, 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.

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 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.

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 Ocala, FL? The most popular types of Client jobs in Ocala, FL are:
What are popular job titles related to Client Associate jobs in Ocala, FL? For Client Associate jobs in Ocala, FL, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Ocala, FL look for? The top searched job categories for Client Associate jobs in Ocala, FL are:
What cities near Ocala, FL are hiring for Client Associate jobs? Cities near Ocala, FL with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Ocala, FL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $47,366 per year, or $22.8 per hour.

Client Associate

Gallagher

Ocala, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 3 days ago


Arthur J. Gallagher & Co. rating

7.7

Company rating: 7.7 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

200th of 304 rated insurance


Job description

Introduction
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
 

How you'll make an impact
  • Help the branch stay organized and responsive by supporting day-to-day workflow and routine client needs.
  • Use the right tools, follow process steps, and keep data, documents, and timelines on track.
  • Help production and client service colleagues by taking on tasks that make service smoother for clients. This kind of work fits Gallagher’s focus on doing the right thing, being service-minded, and working together toward shared goals.
  • Keep track of details and follow steps carefully.
  • Support clients and colleagues by phone, email, and written updates.

About You

Required:

  • High School diploma/equivalent plus 1 year directly applicable experience.
  • Proficiency in Microsoft Office and basic math skills. 

Preferred:

  • Associate's degree, professional certification, or equivalent training and experience preferred.
  • Previous experience managing client relationships.

Behaviors:

  • Ability to use office systems to create and update documents, certificates, forms, and reports.
  • Ability to manage more than one task at a time and stay on top of deadlines.
  • Ability to follow process rules and data requirements.
  • Exceptional organizational skills
  • Proficient in using technology as a tool to maximize productivity and quality.
  • Strong written and verbal communication skills.

#LI-MB1


Compensation and benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

  • Medical/dental/vision plans, which start from day one!
  • Life and accident insurance
  • 401(K) and Roth options
  • Tax-advantaged accounts (HSA, FSA)
  • Educational expense reimbursement
  • Paid parental leave

Other benefits include:

  • Digital mental health services (Talkspace)
  • Flexible work hours (availability varies by office and job function)
  • Training programs
  • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
  • Charitable matching gift program
  • And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Qualifications:

Required:

  • High School diploma/equivalent plus 1 year directly applicable experience.
  • Proficiency in Microsoft Office and basic math skills. 

Preferred:

  • Associate's degree, professional certification, or equivalent training and experience preferred.
  • Previous experience managing client relationships.

Behaviors:

  • Ability to use office systems to create and update documents, certificates, forms, and reports.
  • Ability to manage more than one task at a time and stay on top of deadlines.
  • Ability to follow process rules and data requirements.
  • Exceptional organizational skills
  • Proficient in using technology as a tool to maximize productivity and quality.
  • Strong written and verbal communication skills.

#LI-MB1

Education:UNAVAILABLEEmployment Type: FULL_TIME

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