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Client Relationship Assistant Jobs in Florida (NOW HIRING)

ISAM

Client Relations Associate

Boca Raton, FL · On-site

$37K - $47K/yr

Responsibilities: * Assist with day-to-day client relationship duties, helping coordinate daily, weekly, monthly and ad-hoc interactions. Collaborate with internal teams to ensure timely, accurate ...

Questx

Client Relations Representative

Boca Raton, FL · On-site

Responsible for documenting issues of non-compliance from third-party call centers and vendors. * Assist other Client Relations Reps and advise the Client Relationship Manager and others in a need to ...

Cna

Sr Client Services Manager

Lake Mary, FL

Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. ...

CNA

Sr Client Services Manager

Lake Mary, FL · On-site

Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. ...

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Client Relationship Assistant information

See Florida salary details

$21.7K

$42.9K

$73.2K

How much do client relationship assistant jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client relationship assistant in Florida is $42,882.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,500.00 and $48,600.00 per year, depending on experience, location, and employer.

What is a client relationship assistant?

Client Relationship Assistants are professionals who support account managers or client service teams by maintaining strong relationships with clients. They handle daily communications, help resolve client concerns, coordinate meetings, and ensure client needs are met efficiently. Their role is essential in fostering client satisfaction and loyalty, which often leads to repeat business and positive referrals. They may also assist with administrative tasks, updating records, and preparing reports to help the team deliver excellent service.

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

To thrive as a Client Relationship Assistant, you need strong communication skills, attention to detail, and a background in business or customer service, often supported by a relevant diploma or degree. Familiarity with CRM software, office productivity tools, and sometimes experience with data entry systems are typically required. Exceptional interpersonal skills, problem-solving abilities, and a proactive attitude help you build rapport and address client needs effectively. These skills ensure positive client experiences, efficient issue resolution, and ongoing business growth through strong client relationships.

How does a client relationship assistant typically collaborate with account managers and other departments?

Client Relationship Assistants play a crucial role in supporting account managers by handling routine client communications, scheduling meetings, and ensuring client needs are promptly addressed. They often act as a bridge between clients and various internal teams such as sales, marketing, and customer support, helping to coordinate responses and deliverables. This collaborative approach ensures that clients receive consistent and timely service, while also allowing the assistant to gain exposure to different aspects of the business, which can be valuable for career growth.
What are the most commonly searched types of Client Relationship jobs in Florida? The most popular types of Client Relationship jobs in Florida are:
What are popular job titles related to Client Relationship Assistant jobs in Florida? For Client Relationship Assistant jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Client Relationship Assistant jobs in Florida look for? The top searched job categories for Client Relationship Assistant jobs in Florida are:
What cities in Florida are hiring for Client Relationship Assistant jobs? Cities in Florida with the most Client Relationship Assistant job openings:
Client Relationship Assistant jobs near you
Infographic showing various Client Relationship Assistant job openings in Florida as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 93% In-person, and 7% Remote job distribution, with an average salary of $42,882 per year, or $20.6 per hour.

Investment Consultant - Relationship Manager

Jewish Family Service of Colorado

Ponte Vedra Beach, FL • On-site

Full-time

Posted 28 days ago

Job description

An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor team they join.

Responsibilities

Advise clients in accordance with the Team's agreed upon strategy

Analyze investment opportunities and client needs, and recommend appropriate strategies

Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management

Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed

Comply with all industry rules and regulations

Additional tasks as needed

Requirements

Minimum Qualifications

Track record of successful work experience for a period of three to five years

Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy

Ability to communicate effectively with co-workers and clients

Excellent written and oral communication skills

A bachelor's degree is preferred with five years of business experience and proven success in a previous career

Knowledge/Skills

  • Financial industry and product knowledge

  • Excellent written and verbal communication skills

  • Knowledge of applicable compliance rules and regulations and firm policies

  • Ability to interact and communicate effectively with colleagues and clients

  • Evidence of strong leadership skills or previous supervisory experience

REPORTS TO

  • Branch Manager and/or Assistant Complex Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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