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Client Associate Jobs in Wesley Chapel, FL (NOW HIRING)

Citizens

PW Client Associate

Tampa, FL · On-site

The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent ...

Citizens

PW Client Associate

Tampa, FL

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.

Citizens

PW Client Associate

Tampa, FL · On-site

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.

Citizens Bank

PW Client Associate

Tampa, FL · On-site

The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent ...

AnywhereWorks

Client Experience Associate

Tampa, FL · Remote

$16/hr

We are looking for a Client Experience Associate to join our team! Please see below for more information: Your Role * You will be taking customer calls, capturing incoming leads, taking orders, and ...

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All JobsClient Associate JobsClient Associate Jobs in Wesley Chapel, FL

Client Associate information

See Wesley Chapel, FL salary details

$16.1K

$44.3K

$65.7K

How much do client associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client associate in Wesley Chapel, FL is $44,348.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,800.00 and $54,000.00 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 Wesley Chapel, FL?

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

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

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Wesley Chapel, FL as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 16% Part Time, and 7% Contract. Highlights an 65% Physical, 3% Hybrid, and 32% Remote job distribution, with an average salary of $44,348 per year, or $21.3 per hour.

PW Client Associate

Citizens Financial Group, Inc.

Tampa, FL • On-site

Other

Posted 3 days ago

New

Job description

Wealth Manager Client Service Associate

The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes developing and maintaining strong relationships with high net worth clients. Lastly, he/she is responsible for client communication and education, which includes the communication of investment updates, market insights, and performance reports.

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Candidates may be required to hold Series 7 & 66 or 63/65
  • Undergraduate degree a plus
  • Foundational knowledge of investment and banking products
  • Detail oriented and customer focused
  • Professional verbal and written communication
  • Prior brokerage or RIA experience

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: Monday - Friday
Required Skills
  • Customer Service
  • Customer Support Trends
  • Diversity, Equity, Inclusion, and Belonging (DEIB)
  • Document and Records Management
  • Financial Record Keeping
  • Issue Resolution/Escalation
  • Mutual Funds
  • Operational Excellence
About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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