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Client Associate Jobs in Orlando, FL (NOW HIRING)

Gallagher

Client Associate

Orlando, FL · On-site

Overview As a Client Associate, you'll help keep branch work moving and support both internal and external clients. You'll handle routine service requests, help create documents and certificates, and ...

Moors & Cabot Inc

Financial Advisor

Winter Park, FL · On-site

Set performance expectations and goals for assigned Client Associate(s) in conjunction with the Branch Manager * Provide feedback and mentorship to assigned Client Associate(s) on a regular basis

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All JobsClient Associate JobsClient Associate Jobs in Orlando, FL

Client Associate information

See Orlando, FL salary details

$17.3K

$47.6K

$70.5K

How much do client associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for client associate in Orlando, FL is $47,576.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $57,900.00 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 Orlando, FL? The most popular types of Client jobs in Orlando, FL are:
What are popular job titles related to Client Associate jobs in Orlando, FL? For Client Associate jobs in Orlando, FL, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Orlando, FL look for? The top searched job categories for Client Associate jobs in Orlando, FL are:
What cities near Orlando, FL are hiring for Client Associate jobs? Cities near Orlando, FL with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Orlando, FL as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $47,576 per year, or $22.9 per hour.

Client Associate

UBS - Experienced professionals - job boards

Winter Park, FL

Full-time

Re-posted 27 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 171 rated banks

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

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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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

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