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Client Associate Jobs in Stuart, FL (NOW HIRING)

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Associate Veterinarian

Fort Pierce, FL

$125K - $160K/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 ...

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Client Associate information

See Stuart, FL salary details

$16.3K

$45K

$66.6K

How much do client associate jobs pay per year?

As of Jun 7, 2026, the average yearly pay for client associate in Stuart, FL is $44,987.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,300.00 and $54,700.00 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 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.

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 Stuart, FL? The most popular types of Client jobs in Stuart, FL are:
What are popular job titles related to Client Associate jobs in Stuart, FL? For Client Associate jobs in Stuart, FL, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Stuart, FL look for? The top searched job categories for Client Associate jobs in Stuart, FL are:
What cities near Stuart, FL are hiring for Client Associate jobs? Cities near Stuart, FL with the most Client Associate job openings:
Client Associate jobs near you
J.P. Morgan Wealth Management - Family Wealth Services Associate

J.P. Morgan Wealth Management - Family Wealth Services Associate

Chase

Palm Beach Gardens, FL

Other

Posted yesterday

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 468 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

Family Wealth Services Associate

Family Wealth Services provides ultra-high-net-worth families with tailored solutions to manage and grow their wealth. The platform includes Family Engagement & Governance, Family Lifestyle, and Outsourced Family Office offerings. Associates help deliver these services by supporting client education, business development, and coordination with advisors and internal partners, ensuring families receive comprehensive support for their unique needs and goals. Family Engagement & Governance Family Lifestyle Outsourced Family Office

We are seeking a highly motivated and versatile Family Wealth Services Associate to join our Ultra High Net Worth Strategy team at J.P. Morgan Wealth Management. This role is central to supporting our Family Wealth Services platform designed to deliver exceptional experiences and solutions to ultra-high-net-worth clients and their families.

As the Family Wealth Services Associate you will work closely with senior leaders, financial advisors, and cross-functional partners to deliver customized client engagements, drive business development, and facilitate strategic initiatives across the platform.

Job Responsibilities

Serve as a generalist and ambassador for the Family Wealth Services platform, able to articulate offerings in Family Engagement & Governance, Family Lifestyle, and Outsourced Family Office to advisors, regional leadership, and clients.

  • Support strategy and execution for business development initiatives, including client education, platform enhancements, and partnership opportunities.
  • Partner with Legal, Risk, Controls, and Compliance (LRCC) teams to ensure adherence to policies, procedures, and regulatory requirements.
  • Assist in the development and maintenance of internal reference materials, client-facing content, and program metrics.
  • Contribute to special projects, strategic initiatives, and event management as needed.
  • Build and maintain relationships with partners across Wealth Management Solutions, Investment Strategy, Wealth Planning & Advice, Alternative Investments, Banking, Lending, etc.

Required qualifications, capabilities, skills

  • Bachelor's degree
  • A minimum of 2 years of relevant work experience post-graduation
  • Superior multi-tasking, organizational, and project management skills
  • Detail-oriented, responsive, and proactive in managing client and business needs
  • Strong communication, presentation, and relationship-building skills
  • Proficiency in Microsoft Office Suite including Word, Excel and PowerPoint (PitchPro)

Preferred qualifications, capabilities, skills

• Experience in client engagement, specifically, supporting ultra-high-net-worth clients

• Familiarity with wealth management platforms, products, and services

• Ability to work collaboratively across teams and with senior leaders

What JPMorgan Chase & Co. employees say

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Hours and flexibility

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