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Client Experience Associate Jobs in Florida (NOW HIRING)

Hello Sunshine Travels

Client Service Associate

Kissimmee, FL · On-site

$12.75 - $17.75/hr

About the job Client Service Associate Customer Service Representative Travel Industry Remote ... Support the sales and travel advisor team by ensuring excellent client experience. Qualifications:

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Client Experience Associate information

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How much do client experience associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for client experience associate in Florida is $16.74, according to ZipRecruiter salary data. Most workers in this role earn between $12.74 and $18.70 per hour, depending on experience, location, and employer.

Is a client experience associate entry level?

A client experience associate position is often considered entry level, suitable for candidates with little to no prior experience in customer service or client relations. The role typically requires strong communication skills and may offer on-the-job training, making it accessible to recent graduates or those transitioning into the field.

What is a client experience associate?

A Client Experience Associate is a professional responsible for ensuring that clients have a positive and seamless experience with a company’s products or services. They serve as a key point of contact for clients, addressing inquiries, resolving issues, and gathering feedback to improve service quality. Their goal is to build strong client relationships, enhance satisfaction, and support client retention. Typically, they work closely with sales, support, and operations teams to deliver a consistent and high-quality experience for every client.

How does a client experience associate typically collaborate with other departments to resolve client issues?

Client Experience Associates frequently work alongside teams such as sales, product development, and technical support to address and resolve client concerns efficiently. They act as a liaison, gathering relevant information from clients and communicating it to the appropriate internal teams to ensure prompt resolution. This role requires strong interpersonal and organizational skills, as associates must balance client advocacy with internal processes. Collaboration is often facilitated through regular meetings, shared documentation, and coordinated follow-ups to maintain a seamless client experience.

What is the difference between Client Experience Associate vs Customer Service Representative?

AspectClient Experience AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer customer service or communication certificationsHigh school diploma or equivalent; often no formal certifications required
Work EnvironmentOffice setting, client-facing interactions, sometimes remoteCall centers, retail, or office environments, direct customer interactions
Employer & Industry UsageFinancial services, tech, consulting firmsRetail, telecom, hospitality, various service industries
Common Search & Comparison IntentUnderstanding roles in client relations, professional growthCustomer support, troubleshooting, service quality

The main difference is that a Client Experience Associate focuses on building long-term relationships and providing tailored solutions to clients, often in professional or financial settings. In contrast, a Customer Service Representative handles general customer inquiries and support, typically in retail or call center environments. Both roles require strong communication skills but differ in scope and industry focus.

What are the key skills and qualifications needed to thrive as a client experience associate, and why are they important?

To thrive as a Client Experience Associate, you need strong customer service skills, problem-solving abilities, and a background in business or communications, often supported by a bachelor's degree. Familiarity with CRM software, ticketing systems, and productivity tools like Microsoft Office or Google Workspace is typically required. Excellent interpersonal skills, patience, and the ability to remain calm under pressure set top performers apart in this role. These skills and qualities are crucial for ensuring client satisfaction, resolving issues efficiently, and building lasting relationships that support business growth.

What are the most commonly searched types of Client Experience jobs in Florida?

The most popular types of Client Experience jobs in Florida are:

What are popular job titles related to Client Experience Associate jobs in Florida?

For Client Experience Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Client Experience Associate jobs in Florida look for?

The top searched job categories for Client Experience Associate jobs in Florida are:

Client Experience Associate jobs near you
Infographic showing various Client Experience Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $34,822 per year, or $16.7 per hour.

Client Service Associate (Wealth Management)

Sanctuary Wealth Group, LLC

Fort Myers, FL • On-site

Other

Re-posted 9 days ago

Job 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.

Apply