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Client Service Associate Entry Level Jobs in Florida

Mariner

Client Service Associate

Orlando, FL · On-site

$47K - $78K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Care Options for Kids

Client Service Associate

Tampa, FL · On-site

$21 - $24/hr

We are looking for critical thinker and proactive Client Service Associate in our Tampa, FL office that shares our dedication to quality and our genuine concern for the comfort and dignity of our ...

Stifel

Client Service Associate

Miami Beach, FL · On-site

$14.25 - $19.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Limitless East Marketing

Client Service Associate

Tampa, FL · On-site

$13.75 - $19/hr

We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will play a key part in supporting clients, managing inquiries, and ensuring smooth day-to ...

Alphabe Insight Inc

Client Service Associate

Tampa, FL · On-site

$13.75 - $19/hr

We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will play a key part in supporting clients, managing inquiries, and ensuring smooth day-to ...

Stifel

Client Service Associate

Miami Beach, FL · On-site

$14.25 - $19.75/hr

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

Stifel

Client Service Associate

Miami Beach, FL

$14.25 - $19.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Morgan Stanley

Client Service Associate

Tampa, FL · On-site

$13.75 - $19/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Tampa, FL · On-site

$13.75 - $19/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

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Client Service Associate Entry Level information

Is a customer service associate a good first job?

A client service associate entry-level position is often suitable as a first job because it develops communication, problem-solving, and customer management skills. It typically requires basic computer skills and offers on-the-job training, making it accessible for those starting their careers.

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

Can an associate be entry level?

Yes, a Client Service Associate entry level position is designed for individuals with little to no prior experience in client service or finance. These roles typically require basic communication skills, a willingness to learn, and may involve training on specific tools or systems used in the industry.

What jobs pay 4000 a week without a degree?

A Client Service Associate at an entry-level can potentially earn around $4,000 a week through commissions, bonuses, or high-volume sales, especially in financial services or sales roles. Such earnings typically require strong communication skills, sales ability, and experience, often with certifications or licenses like FINRA for finance-related positions. High weekly pay without a degree is uncommon and usually involves commission-based roles or entrepreneurial ventures.

What is the career path for a client service associate?

A client service associate can advance to roles such as senior associate, client relationship manager, or financial advisor by gaining experience, developing client management skills, and obtaining relevant certifications like the Series 7 or Series 63. Progression often involves increasing responsibilities, specialization, and sometimes further education in finance or related fields.
What are popular job titles related to Client Service Associate Entry Level jobs in Florida? For Client Service Associate Entry Level jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Client Service Associate Entry Level jobs in Florida look for? The top searched job categories for Client Service Associate Entry Level jobs in Florida are:
What cities in Florida are hiring for Client Service Associate Entry Level jobs? Cities in Florida with the most Client Service Associate Entry Level job openings:
Client Service Associate Entry Level jobs near you
Infographic showing various Client Service Associate Entry Level job openings in Florida as of July 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Hybrid job distribution.
Client Service Associate

Client Service Associate

Mariner

Orlando, FL • On-site

$47K - $78K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.
Responsibilities
  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
  • Perform other duties as assigned

Qualifications
  • High school diploma required; bachelor's degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus

Skills and Knowledge
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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