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Client Operations Associate Jobs in Orlando, FL (NOW HIRING)

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Client Operations Associate information

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$10

$24

$49

How much do client operations associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for client operations associate in Orlando, FL is $24.50, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $28.27 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What are the key skills and qualifications needed to thrive as a client operations associate?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a client operations associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a client operations associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.
What are the most commonly searched types of Client Operations jobs in Orlando, FL? The most popular types of Client Operations jobs in Orlando, FL are:
What cities near Orlando, FL are hiring for Client Operations Associate jobs? Cities near Orlando, FL with the most Client Operations Associate job openings:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Orlando, FL as of August 2026, with employment types broken down into 81% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $50,959 per year, or $24.5 per hour.

Brokerage Registered Client Service Associate - Winter Park, FL

SunTrust Investment Services, Inc.

Winter Park, FL • On-site

Other

Re-posted 5 days ago

Job description

Job Title

This is an in-office position. The location is 400 Park Avenue South, Winter Park, FL. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
  • Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement.
  • Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights.
  • Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
  • Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
  • Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.
  • Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
  • Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
  • Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.
  • Maintain a professional environment and create a positive impression.
  • Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
  • Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
  • May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.
Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's degree or equivalent experience and related training.
  • Experience in the securities industry and/or a sales assistant role.
  • Knowledge of securities markets and brokerage accounts.
  • Knowledge of the features and attributes of annuity products.
  • FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates will be considered if they have at least 1 of the required licenses and can obtain the additional licenses during employment.
  • Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
  • Effective time management skills.
  • Ability to communicate effectively and professionally with clients, managers and other teammates.
  • Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
  • Ability to work in a self-directed fashion.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

  • Three years of experience in the securities industry.
  • Previous sales and/or banking experience.
  • Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.
  • Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.

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