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Client Associate Jobs in Ocala, FL (NOW HIRING)

Office Depot

Retail Part Time Store Associate

Inverness, FL · On-site

$13.25 - $15.25/hr

Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ... associates assigned to this classification and are not intended to be a complete list of all ...

Office Depot

Retail Part Time Store Associate

Leesburg, FL · On-site

$13.50 - $15.50/hr

Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ... associates assigned to this classification and are not intended to be a complete list of all ...

Knighted Gaming

Gaming Associate

Summerfield, FL · On-site

$21/hr

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 ...

Knighted Gaming

Gaming Associate

Ocala, FL · On-site

$19/hr

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

Seacoast Bank

Client Advisor - Williston

Williston, FL · On-site

Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships. * Actively pursue ...

Seacoast Bank

Client Advisor - Williston

Williston, FL · On-site

Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships. * Actively pursue ...

Seacoast Bank

Client Advisor - Ocala

Ocala, FL · On-site

Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships. * Actively pursue ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Ocala, FL

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:
Client Associate jobs near you
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.

Senior Planning Associate

Modera Wealth Management

Inverness, FL • On-site

$85K - $105K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

**Relocation offered for this role**
Why work at Modera Wealth?
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.
Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.
Job Overview:
We are looking for a Senior Planning Associate in Inverness, FL that is responsible for supporting our advisors through all phases of the client relationship. This role is hybrid, with 3 days required in office.
Responsibilities:
  • Conduct in-depth client interviews to gather personal financial data and to formulate planning goals
  • Develop comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow, and education funding
  • Assist clients with the implementation of their financial plans
  • Participate in client meetings to support the primary relationship manager
  • Review and interpret investment allocation trading reports
  • Collaborate with the client service team to facilitate and monitor client service activities
  • Research financial planning strategies and potential tax law changes
  • Assist with projects and support wealth management team, including onboarding of new wealth management staff
  • Additional projects and duties as needed

What are we looking for?
We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues

Qualifications:
  • Bachelor's Degree required
  • 2+ years of financial planning experience, or other related financial services industry experience
  • FINRA Series 65 Certification or other qualified credential, or the ability to obtain within 12 months of hire
  • Minimum 3-5 years of financial planning experience

Skills and Competencies:
  • Proven analytical and problem-solving skills
  • Detail-oriented with a focus on accuracy
  • Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Actively engages as a team member
  • Adaptability and flexibility
  • Client first attitude
  • Occasional travel may be required

Benefits:
  • Competitive based salary
  • Performance based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, and more
  • Generous PTO and leave policies
  • Opportunities for professional growth and continuing education
  • Partial remote work
  • Salary range: $85,000-105,000. This is an exempt role.
  • Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

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