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Client Relationship Associate Jobs in Altamonte Springs, FL

Bank of America

Relationship Manager

Winter Park, FL · On-site

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 ...

Gallagher

Client Associate

Orlando, FL · On-site

Previous experience managing client relationships. Behaviors : * Exceptional organizational skills ... Associate's degree, professional certification, or equivalent training and experience preferred.

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Client Relationship Associate information

See Altamonte Springs, FL salary details

$23.4K

$44K

$62.6K

How much do client relationship associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for client relationship associate in Altamonte Springs, FL is $44,017.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $46,700.00 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 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 Altamonte Springs, FL? The most popular types of Client Relationship jobs in Altamonte Springs, FL are:
What job categories do people searching Client Relationship Associate jobs in Altamonte Springs, FL look for? The top searched job categories for Client Relationship Associate jobs in Altamonte Springs, FL are:
What cities near Altamonte Springs, FL are hiring for Client Relationship Associate jobs? Cities near Altamonte Springs, FL with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Altamonte Springs, FL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $44,017 per year, or $21.2 per hour.

Wealth Client Relationship Manager I

Seacoast Bank

Winter Park, FL • On-site

Full-time

Posted 19 days ago

Seacoast Bank rating

8.6

Company rating: 8.6 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

31st of 171 rated banks

Job description

JOB SUMMARY:
The Wealth Client Relationship Manager I is responsible for supporting a Wealth Advisor and coordinating the on-boarding and servicing of Seacoast Wealth Management relationships.  The Wealth Client Relationship Manager I works closely with all partners of the Wealth Management team, as well as other lines of business within the Bank such as commercial banking, retail banking, and residential lending. The Wealth Client Relationship Manager I consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

 ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Work closely with designated Wealth Advisor in the servicing of accounts, client and prospect meeting preparation, financial planning organization, and overall practice management.
  • Responsible for performing general maintenance and follow-up on pending issues.
  • Communicate with clients via telephone, face-to-face and written correspondence, using the highest level of service and compliance standards.
  • Proven exceptional communication skills and logistical support.
  • Ability to understand a broad array of financial issues.
  • Provide marketing support in the form of prospecting, seminars, client reporting, and other sales efforts as required by the Wealth Advisor.
  • Assist with CRM reporting, scheduling client and prospect meetings, and maintaining strong relationships with internal Bank partners.
  • Responsible for team logistics and ensuring that requested tasks have been handled by team members.
  • Understanding of governing instruments of clients to understand terms, responsibilities, and duties of the company.
  • Ability to manage multiple tasks with a high degree of accuracy.
  • Demonstrate a high level of emotional intelligence.
  • Maintain client and prospect confidentiality at all times.
  • Adhere to Seacoast Bank’s Code of Conduct.

 EDUCATION and/or EXPERIENCE:

  • High School Diploma or equivalent required.
  • 5 years of experience in the financial services industry to include investment management support or bachelor’s degree preferably in Finance, business, or related field.
  • Demonstrate excellent communication (written and verbal) and interpersonal skills.
  • Able to work independently and exercise a high degree of initiative.
  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position.  They are not intended to be an exhaustive list of responsibilities, duties, and skills.  Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.  It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.  This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. 

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