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Client Relationship Associate Jobs in Miami, FL (NOW HIRING)

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Client Service Associate - Wealth Management

Miami, FL · On-site

$80K - $85K/yr

We are seeking a Client Service Associate to join our client's team! This role requires fluency ... Cultivate and enhance new and existing client relationships through active communication with ...

Norman Alex

Client Services Associate

Miami, FL · On-site

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is ... Relationship Building: Providing proactive, personalized service. Skills & Qualifications: * Strong ...

Marsh LLC

Associate Client Advisor

Sunrise, FL · On-site

Marsh is seeking an Associate Client Advisor  to support complex, high-priority accounts and help ... Develop strong relationships with professional counterparts at client organizations.  * Support ...

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Showing results 21-40

All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Miami, FL

Client Relationship Associate information

See Miami, FL salary details

$23.9K

$45K

$64.1K

How much do client relationship associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for client relationship associate in Miami, FL is $45,038.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,300.00 and $47,800.00 per year, depending on experience, location, and employer.

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 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 skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What are the most commonly searched types of Client Relationship jobs in Miami, FL?

The most popular types of Client Relationship jobs in Miami, FL are:

What are popular job titles related to Client Relationship Associate jobs in Miami, FL?

For Client Relationship Associate jobs in Miami, FL, the most frequently searched job titles are:

What job categories do people searching Client Relationship Associate jobs in Miami, FL look for?

The top searched job categories for Client Relationship Associate jobs in Miami, FL are:

What cities near Miami, FL are hiring for Client Relationship Associate jobs?

Cities near Miami, FL with the most Client Relationship Associate job openings:

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Miami, FL as of August 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 100% In-person job distribution, with an average salary of $45,038 per year, or $21.7 per hour.

Client Service Associate - Wealth Management

Leeds Professional Resources

Miami, FL • On-site

$80K - $85K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 21 days ago

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Job description

We are seeking a Client Service Associate to join our client's team! This role requires fluency English and Spanish and experience in wealth management.

Responsibilities

  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients’ needs
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
  • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
  • Prepare financial plans, client reports, and other materials for client meetings
  • Review and take appropriate action on client account alerts
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

Requirements:

  • Prior experience in a wealth management firm
  • Fluency in English and Spanish