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Client Associate Jobs in Tampa, FL (NOW HIRING)

Bakertilly

Senior Associate - Client Success

Tampa, FL · On-site

We are seeking a Senior Associate of Client Success to join our experienced NetSuite Practice Client Success team within Baker Tilly's Professional Sales Organization (PSO). Leveraging the resources ...

Elase Nationwide

Client Coordinator

Tampa, FL · On-site

$17.25 - $23.25/hr

Client Coordinator Position Type: Full-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...

Elase

Client Coordinator

Tampa, FL · On-site

$17.25 - $23.25/hr

Client Coordinator Position Type: Full-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...

Acrisure

Associate Surety Client Advisor

Saint Petersburg, FL · On-site

$15 - $19.75/hr

We're seeking a high-performing Associate Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data ...

Zelis

Client Solutions Consultant

Saint Petersburg, FL · On-site

$70 - $100/hr

## Client Solutions ConsultantApplylocations: US FL St. Petersburgtime type: Full timeposted on ... Every associate is expected - and empowered - to partner with AI to challenge the status quo ...

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All JobsClient Associate JobsClient Associate Jobs in Tampa, FL

Client Associate information

See Tampa, FL salary details

$16.8K

$46.4K

$68.7K

How much do client associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client associate in Tampa, FL is $46,380.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $56,400.00 per year, depending on experience, location, and employer.

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.

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 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 Tampa, FL?

The most popular types of Client jobs in Tampa, FL are:

What are popular job titles related to Client Associate jobs in Tampa, FL?

For Client Associate jobs in Tampa, FL, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Tampa, FL look for?

The top searched job categories for Client Associate jobs in Tampa, FL are:

What cities near Tampa, FL are hiring for Client Associate jobs?

Cities near Tampa, FL with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Tampa, FL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $46,380 per year, or $22.3 per hour.

Client Portfolio Associate - International Equities

Franklin Templeton

Saint Petersburg, FL • On-site

$130K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

Franklin Templeton rating

9.8

Company rating: 9.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success.
Team & Role Overview
The Business Development Group (BDG) partners with Franklin Templeton's Global Client Group to promote and position Templeton Global Investments (TGI) capabilities focused on a robust range of global, international, and emerging market equities while also supporting client service needs. BDG is a global team with responsibility across regions worldwide.
Position Overview
The Client Portfolio Associate is a member of the North American Client Portfolio Manager (NACPM) team within BDG. This role supports the team's sales-related and client service activities across all distribution channels in the United States and Canada. The position will play an important role in facilitating both internal and external engagement across TGI's global equity platform.
How You Will Add Value
Core Responsibilities
  • Support sales and client service activities across U.S. and Canadian distribution channels.
  • Develop strong knowledge of TGI strategies and vehicles to support prospecting and client relationship management.
  • Build relationships with the internal sales desk and select retail channels to deliver timely information and address strategy-related inquiries.
  • Support the internal sales consultant channel.

Strategic Responsibilities
  • Analyze segmentation and other datasets to identify and prioritize business opportunities.
  • Monitor product availability across key broker-dealer platforms to identify market opportunities.
  • Ability to translate portfolio holdings, characteristics, and data into actionable sales ideas.
  • Create and deliver timely portfolio and market updates through email and Teams.
  • Support product positioning and broader sales initiatives across all channels.

Teams & Collaboration
  • Partner with portfolio specialists, investment writing, and broader TGI teams to develop portfolio narratives, thought leadership, and client-facing collateral.
  • Coordinate with portfolio specialists to analyze the competitive landscape and position TGI strategies with platforms and advisors.
  • Collaborate with the NACPM team to identify institutional relationships and strategic opportunities across channels.

What Will Help You Be Successful in This Role
Experience, Education & Certifications
  • Requires a Bachelor's degree with 5-7 years of relevant experience in international equities and retail/institutional sales.
  • FINRA Series 7 and 63 licenses preferred, or the ability to obtain them shortly after hire, with training provided for eligible candidates.
  • Progress toward the CFA designation-or an interest in pursuing it-is a plus.
  • Understanding of equity markets (global), investing, and portfolio management; international and emerging markets experience preferred.
  • Experience in sales, investments, or an analytical role is preferred.

Technical Skills
  • Strong sales, presentation, and communication skills.
  • Proficiency in Microsoft Office, including strong Excel skills.

Soft Skills
  • Collaborative mindset with the ability to work effectively across functions and independently.
  • Strong written and verbal communication skills across technical and non-technical audiences.
  • Detail-oriented with strong analytical skills and sound judgment.
  • Resourceful and energetic, with the ability to manage multiple priorities in a fast-paced environment.

Work Schedule & Location
  • Hybrid work arrangement with four days per week in the office.
  • Work Location: Boston, MA, St. Petersburg, FL, or Stamford, CT

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. We expect the annual salary for this position to range between $130,000 to $150,000, plus an annual discretionary bonus, depending on location and level of relevant experience.
Staffing Agency Disclaimer
Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.
#MID_SENIOR_LEVEL
#LI-Hybrid
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That's why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
- Paid Time Off: Three weeks of PTO in your first year
- Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

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