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Client Relationship Associate Jobs in Florida (NOW HIRING)

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Track critical administrative deadlines across a large client base * Enforce Compliance & Record Keeping * Maintain compliant files using our central CRM software system * Review all documentation ...

Client Relationship Lead

Coral Gables, FL · On-site

$19.16 - $23.95/hr

This role creates and supports growth and development strategies for targeted client segments at the store level, enabling associates to cultivate, develop, and strengthen relationships with clients ...

Associates or Bachelor's Degree in Finance, Business, or Human Resources is preferred, but not required * Experience: 6 months - 1 year in customer service, some experience in finances/payroll is ...

Associates or Bachelor's Degree in Finance, Business, or Human Resources is preferred, but not required * Experience: 6 months - 1 year in customer service, some experience in finances/payroll is ...

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Client Relationship Associate information

See Florida salary details

$18.7K

$35.2K

$50.1K

How much do client relationship associate jobs pay per year?

As of Jul 22, 2026, the average yearly pay for client relationship associate in Florida is $35,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,900.00 and $37,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Relationship Associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a Client Relationship Associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What does a client relations associate do?

A client relations associate manages communication and builds relationships with clients to ensure satisfaction and retention. They handle inquiries, resolve issues, and support account management using tools like CRM software, often working in a fast-paced environment. Strong communication and problem-solving skills are essential for this role.

Is a CSA job stressful?

A Client Relationship Associate (CSA) role can be stressful due to the need to manage client expectations, handle complaints, and meet performance targets. The job often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, especially during busy periods or high-demand situations.

What does a customer relations associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and foster long-term relationships. They handle inquiries, resolve issues, and communicate company services, often using CRM tools and maintaining professional communication skills. Their role supports customer retention and business growth.

How much does a client relationship associate make at Bank of America?

A Client Relationship Associate at Bank of America typically earns an average salary ranging from $40,000 to $55,000 annually, depending on experience and location. Compensation may also include bonuses and benefits, and the role often requires strong communication and customer service skills.

What does a Client Relationship Associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.
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 Associate jobs in Florida? For Client Relationship Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in Florida look for? The top searched job categories for Client Relationship Associate jobs in Florida are:
What cities in Florida are hiring for Client Relationship Associate jobs? Cities in Florida with the most Client Relationship Associate job openings:
Infographic showing various Client Relationship Associate job openings in Florida as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $35,189 per year, or $16.9 per hour.
Client Relationship Associate

Client Relationship Associate

LPL Financial

Saint Petersburg, FL • On-site

$40K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 5 days ago

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LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services


Job description

Job Description: Client Service & Financial Administrative Assistant

Position Overview

Join our 8-member wealth management team as the vital bridge between our financial advisors, large client base, and the home office. You will be the face and voice of our firm, combining a warm, professional presence with meticulous transaction processing and regulatory compliance.

  • Execute Front-Office & Client Service Operations
  • Greet all visitors with a professional, positive, and happy persona.
  • Manage phone lines as the primary point of contact for clients.
  • Client onboarding by opening new accounts and handling transfers.
  • Execute money movements and distributions safely at client request.
  • Enter orders and trades timely & accurately as directed by financial advisors.
  • Prepare client review reports to arm advisors for meetings.
  • Communicate transaction statuses proactively to clients and team members.
  • Track critical administrative deadlines across a large client base
  • Enforce Compliance & Record Keeping
  • Maintain compliant files using our central CRM software system
  • Review all documentation against strict industry regulatory standards
  • Protect sensitive data during client information updates and storage

Company Description

Independent office of LPL Financial - JayDolanFinancial.com

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