... needs Deliver a white-glove client experience through timely, professional, and accurate ... Associate's or Bachelor's degree Understanding of financial planning, investment management ...
... needs Deliver a white-glove client experience through timely, professional, and accurate ... Associate's or Bachelor's degree Understanding of financial planning, investment management ...
Associate Portfolio Advisor
Sarasota, FL · On-site
Associate Portfolio Advisor - Family Office Solutions About the Role We are seeking a highly ... Client Delivery - Collaborate across investment, advisory, and planning teams Risk Management ...
Associate Portfolio Advisor
Sarasota, FL · On-site
Associate Portfolio Advisor - Family Office Solutions About the Role We are seeking a highly ... Client Delivery - Collaborate across investment, advisory, and planning teams Risk Management ...
Client Service Associate (Wealth Management) Location: Fort Myers, FL Work Model: Full-Time | In ... delivering exceptional service. The ideal candidate is organized, detail-oriented, proactive, and ...
Client Service Associate (Wealth Management) Location: Fort Myers, FL Work Model: Full-Time | In ... delivering exceptional service. The ideal candidate is organized, detail-oriented, proactive, and ...
Overview We view our Registered Client Service Associate team member as the operational backbone of ... Invest in the right long term, valued team member who will deliver an exceptional, detailoriented ...
Overview We view our Registered Client Service Associate team member as the operational backbone of ... Invest in the right long term, valued team member who will deliver an exceptional, detailoriented ...
Overview We view our Registered Client Service Associate team member as the operational backbone of ... Invest in the right long-term, valued team member who will deliver an exceptional, detail-oriented ...
Overview We view our Registered Client Service Associate team member as the operational backbone of ... Invest in the right long-term, valued team member who will deliver an exceptional, detail-oriented ...
... associate to ... Help support client advisors in delivering exceptional client service and experience Direct contact ...
... associate to ... Help support client advisors in delivering exceptional client service and experience Direct contact ...
Be Seen First
Client Service Associate - Wealth Management
Miami, FL · On-site
$80K - $85K/yr
We are seeking a Client Service Associate to join our client's team! This role requires fluency ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Quick apply
Be Seen First
Client Service Associate - Wealth Management
Miami, FL · On-site
$80K - $85K/yr
We are seeking a Client Service Associate to join our client's team! This role requires fluency ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Works quickly to fulfill client needs delivering complex solutions * Frequent communication, and an ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Works quickly to fulfill client needs delivering complex solutions * Frequent communication, and an ...
Part Time Client associate
Tampa, FL · On-site
The Client Associate is responsible for maintaining the in-store sales and service experience and ... and deliver exceptional service • Connect with in-store clients and develop and retain a ...
Part Time Client associate
Tampa, FL · On-site
The Client Associate is responsible for maintaining the in-store sales and service experience and ... and deliver exceptional service • Connect with in-store clients and develop and retain a ...
Part Time Client associate
Tampa, FL · On-site
The Client Associate is responsible for maintaining the in-store sales and service experience and ... and deliver exceptional service • Connect with in-store clients and develop and retain a ...
Part Time Client associate
Tampa, FL · On-site
The Client Associate is responsible for maintaining the in-store sales and service experience and ... and deliver exceptional service • Connect with in-store clients and develop and retain a ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Works quickly to fulfill client needs delivering complex solutions * Frequent communication, and an ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Works quickly to fulfill client needs delivering complex solutions * Frequent communication, and an ...
... delivering comprehensive wealth management services to ultra-high-net-worth clients. The role ... Client Advisory & Relationship Support * Manage and maintain multiple client relationships, in both ...
... delivering comprehensive wealth management services to ultra-high-net-worth clients. The role ... Client Advisory & Relationship Support * Manage and maintain multiple client relationships, in both ...
... delivering comprehensive wealth management services to ultra-high-net-worth clients. The role ... Client Advisory & Relationship Support * Manage and maintain multiple client relationships, in both ...
... delivering comprehensive wealth management services to ultra-high-net-worth clients. The role ... Client Advisory & Relationship Support * Manage and maintain multiple client relationships, in both ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Has experience working with clients, quickly fulfilling their needs, delivering complex solutions ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Has experience working with clients, quickly fulfilling their needs, delivering complex solutions ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Successfully uncover and qualify opportunities for growth to deliver great client value.
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Successfully uncover and qualify opportunities for growth to deliver great client value.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Has experience working with clients, quickly fulfilling their needs, delivering complex solutions ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Has experience working with clients, quickly fulfilling their needs, delivering complex solutions ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Assisting Financial Advisors/Private Wealth Advisors/teams in delivering against their business ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Assisting Financial Advisors/Private Wealth Advisors/teams in delivering against their business ...
Associate Engagement Manager - Manufacturing
Tampa, FL · On-site
$100K - $187K/yr
Associate Engagement Manager - Manufacturing Sector Infosys's Manufacturing Unit is seeking an ... Client delivery assurance: collaborate with all delivery stakeholders involved to ensure fulfilment ...
Associate Engagement Manager - Manufacturing
Tampa, FL · On-site
$100K - $187K/yr
Associate Engagement Manager - Manufacturing Sector Infosys's Manufacturing Unit is seeking an ... Client delivery assurance: collaborate with all delivery stakeholders involved to ensure fulfilment ...
... deliver the full value of the firm * Ability to handle a high volume of requests in a fast-paced ... Registered Client Service Associate - Tampa, FL Location_formattedLocationLong: Tampa, Florida US
... deliver the full value of the firm * Ability to handle a high volume of requests in a fast-paced ... Registered Client Service Associate - Tampa, FL Location_formattedLocationLong: Tampa, Florida US
... deliver the full value of the firm * Ability to handle a high volume of requests in a fast-paced ... Registered Client Service Associate - Tampa, FL Location_formattedLocationLong: Tampa, Florida US
... deliver the full value of the firm * Ability to handle a high volume of requests in a fast-paced ... Registered Client Service Associate - Tampa, FL Location_formattedLocationLong: Tampa, Florida US
Client Delivery Associate information
See Florida salary details
$10.24 - $10.76
1% of jobs
$10.76 - $11.28
2% of jobs
$11.28 - $11.81
9% of jobs
$12.24 is the 25th percentile. Wages below this are outliers.
$11.81 - $12.33
16% of jobs
$12.33 - $12.85
15% of jobs
The median wage is $13.22 / hr.
$12.85 - $13.38
11% of jobs
$13.38 - $13.90
16% of jobs
$14.14 is the 75th percentile. Wages above this are outliers.
$13.90 - $14.42
13% of jobs
$14.42 - $14.94
10% of jobs
$14.94 - $15.47
5% of jobs
$15.47 - $15.99
3% of jobs
$10
$13
$15
How much do client delivery associate jobs pay per hour?
What does a client delivery associate do?

Other
Re-posted yesterday
Job description
Description
Client Service Associate (Wealth Management)Location: Fort Myers, FL
Work Model: Full-Time | In-Office Monday-Friday
Hiring Firm: 1280 Financial Partners
Experience: Open to a range of experience levels | Wealth Management, Financial Services, or Banking Client Service Environments
Compensation: Competitive compensation package commensurate with experience, qualifications, and overall fit.
The team is open to considering both entry-level candidates seeking to build a career in wealth management as well as more experienced Client Service Associates who can contribute at a higher level from day one. Comprehensive benefits and discretionary bonus potential included.
About the Role - The Client Service Associate serves as a key member of the client service and operations team, supporting advisors and clients throughout the lifecycle of the relationship. This role is ideal for someone with previous experience in wealth management, banking, financial services, or a highly professional client-facing environment who enjoys building relationships, solving problems, and delivering exceptional service.
The ideal candidate is organized, detail-oriented, proactive, and eager to learn. They enjoy being part of a collaborative team, taking ownership of their work, and are looking for a long-term opportunity within a growing independent wealth management firm.
This is not an advisor-track position. We are seeking someone who genuinely enjoys client service, operations, relationship support, and becoming an integral part of a high-performing wealth management team.
Your Role & Responsibilities
Client Service & Administrative Support
Serve as a primary point of contact for client service requests, questions, and account-related needs
Deliver a white-glove client experience through timely, professional, and accurate communication
Build trusted relationships with clients and proactively assist in resolving service issues
Coordinate client meetings, prepare meeting materials, and support advisors before and after client interactions
Assist with client onboarding and ensure a seamless transition for new relationships
Maintain accurate and detailed client records and documentation
Account Administration & Operations
Process account paperwork, client forms, and operational requests
Assist with money movement requests, check deposits, rollovers, and account maintenance activities
Coordinate with custodians and third-party providers as needed
Support account reviews, service initiatives, and ongoing client maintenance activities
Ensure compliance with firm policies, procedures, and regulatory requirements
Advisor & Team Support
Partner closely with advisors and fellow client service professionals to support daily operations
Assist with scheduling, workflow management, and internal coordination efforts
Support client events, educational seminars, and relationship-building initiatives as needed
Identify opportunities to improve processes, increase efficiency, and enhance the client experience
Team Support & Continuous Improvement
Work closely with all members of the firm to support business operations
Proactively identify meaningful tasks and opportunities to support the team when immediate priorities are complete.
Contribute ideas for improving client service, efficiency, and firm operations
Take ownership of responsibilities and seek opportunities to learn and grow
Requirements
What We're Looking For
Required Qualifications
0-3+ years of experience in wealth management or financial services
Strong client service orientation with exceptional verbal and written communication skills
High level of professionalism, discretion, and attention to detail
Strong organizational skills with the ability to manage multiple priorities simultaneously
Ability to work independently while also thriving in a collaborative team environment
Proficiency with Microsoft Outlook, Word, Excel, and Teams
Demonstrated ability to learn new systems and technology platforms quickly
Positive attitude, strong work ethic, and willingness to support the broader team
Ability to work onsite full-time in Fort Myers, FL
Preferred Qualifications
Previous experience supporting financial advisors, wealth managers, RIAs, broker-dealers, or private banking teams
Series 7 and/or Series 66 licenses (or willingness to pursue licensing)
Experience working with BNY Pershing and/or Charles Schwab Advisor Services
Familiarity with custodial account servicing, ACAT transfers, money movement requests, and account maintenance workflows.
Associate's or Bachelor's degree
Understanding of financial planning, investment management, retirement planning, or wealth management concepts.
Join Our Team at 1280 Financial Partners - 1280 Financial Partners is an independent wealth management firm committed to delivering objective advice, comprehensive planning, disciplined investment management, and white-glove service to individuals, families, and institutions.
Founded by a team of advisors who collectively managed approximately $2 billion in client assets prior to launching the firm, 1280 Financial Partners combines the resources and sophistication of a large wealth management organization with the culture and accessibility of a boutique practice. Our team has been recognized among Forbes Best-in-State Wealth Management Teams and is built on a foundation of integrity, accountability, transparency, and exceptional client service.
Why Join 1280 Financial Partners?
Join a rapidly growing independent wealth management firm
Work alongside a highly experienced team of advisors and wealth management professionals
Competitive compensation and bonus opportunity
Comprehensive benefits package
Long-term career stability and growth potential
Collaborative, team-oriented culture
Direct exposure to firm leadership and decision-makers
Opportunity to make a meaningful impact on clients' financial lives
The Ideal Candidate - The ideal candidate is curious, coachable, resourceful, and genuinely enjoys helping others. This individual takes ownership of their work, adapts quickly, and brings a proactive, solutions-oriented mindset to support the needs of both the team and its clients.
They value relationships, communicate professionally, and understand that exceptional client service is at the heart of a successful wealth management practice. Most importantly, they are looking for more than just their next job; they are looking for an opportunity to become an integral part of a growing team and a trusted resource for clients and colleagues alike.