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Client Management Jobs in Florida (NOW HIRING)

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Client Management information

See Florida salary details

$44.5K

$52.3K

$58.7K

How much do client management jobs pay per year?

As of Aug 8, 2026, the average yearly pay for client management in Florida is $52,310.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $56,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in client management, and why are they important?

To thrive in Client Management, you need strong relationship-building abilities, strategic thinking, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, data analysis tools, and project management systems is typically required. Exceptional communication, problem-solving, and negotiation skills help professionals stand out in this role. These skills ensure effective client retention, satisfaction, and business growth in a competitive marketplace.

What is the difference between Client Management vs Customer Service Representative?

AspectClient ManagementCustomer Service Representative
CredentialsRelevant experience, certifications in account management or salesCustomer service training, communication skills
Work EnvironmentBusiness settings, client meetings, account oversightCall centers, retail, support desks
Employer & IndustryConsulting firms, financial services, B2B companiesRetail, telecom, hospitality
Search & Comparison IntentManaging client relationships, account growthHandling customer inquiries, issue resolution

While both roles involve interaction with clients or customers, Client Management focuses on building long-term relationships and managing accounts, often in a B2B context. Customer Service Representatives primarily address immediate customer needs and resolve issues, typically in a retail or support environment. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

What is client management?

Client management refers to the processes and strategies used by businesses or professionals to build, maintain, and grow relationships with their clients. This role involves understanding client needs, providing excellent service, addressing concerns, and ensuring client satisfaction to foster long-term partnerships. Effective client management can lead to increased loyalty, repeat business, and valuable referrals. It often includes activities like regular communication, account management, and problem-solving to meet both client and company goals.

What do client management do?

Client management involves building and maintaining relationships with clients to ensure their needs are met, addressing concerns, and providing ongoing support. Professionals in this role often coordinate communication, manage accounts, and use tools like CRM software to enhance client satisfaction and retention.

What are some common challenges faced in a client management role, and how can I effectively address them?

One of the most common challenges in client management is balancing multiple client expectations and priorities while ensuring clear communication and timely delivery. You may also encounter situations where clients have shifting needs or unforeseen issues arise. To address these challenges effectively, it's important to set transparent expectations early, maintain proactive communication, and collaborate closely with internal teams. Building strong relationships and demonstrating reliability helps foster trust, making it easier to navigate occasional setbacks or changes in project scope.
What are the most commonly searched types of Client Management jobs in Florida? The most popular types of Client Management jobs in Florida are:
What are popular job titles related to Client Management jobs in Florida? For Client Management jobs in Florida, the most frequently searched job titles are:
What cities in Florida are hiring for Client Management jobs? Cities in Florida with the most Client Management job openings:
Infographic showing various Client Management job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $52,310 per year, or $25.1 per hour.

Registered Wealth Management Client Associate

Bank of America

Winter Park, FL • On-site

Full-time

Re-posted 5 days ago


Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 525 frontline employees who took The Breakroom Quiz

51st of 170 rated banks


Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses advanced industry knowledge and an understanding of investment products
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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