ZipRecruiter

Log In

2

Client Service Associate Entry Level Jobs in Florida

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$13 - $18/hr

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 ...

Mariner Finance

Client Service Associate

Azalea Park, FL · On-site

$13 - $18/hr

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 ...

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$12.75 - $17.75/hr

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 ...

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$13.50 - $18.75/hr

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 ...

Mariner

Client Service Associate

Orlando, FL

$13.50 - $18.75/hr

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 ...

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 ...

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$13.25 - $18/hr

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 ...

Mariner Finance

Client Service Associate

Pine Hills, FL · On-site

$13.50 - $18.75/hr

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 ...

Mariner Finance

Client Service Associate

Pine Castle, FL · On-site

$13.50 - $18.75/hr

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 ...

Mariner Finance

Client Service Associate

Edgewood, FL · On-site

$13 - $17.75/hr

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 ...

Mariner Finance

Client Service Associate

Winter Park, FL · On-site

$13.75 - $18.75/hr

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 ...

Alphabe Insight

Client Service Associate

Tampa, FL · On-site

$13.25 - $18.25/hr

Client Service Associate Messa Sync is a fast-growing logistics and operations company committed to delivering excellence, efficiency, and reliability in every project. Our team is built on ...

RIA Recruiting

Client Service Associate

Tampa, FL

$65K - $85K/yr

Client Service Associate AGW Capital Advisors is a private wealth management firm in Tampa, FL. We are seeking a Client Service Associate to join our team to assist in providing excellent service to ...

Jackson Hewitt

Client Service Associate

Port Charlotte, FL

$13 - $18/hr

Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you ...

Morgan Stanley

Client Service Associate

Winter Park, FL

$13.75 - $18.75/hr

Client Service Associate 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 ...

next page

Showing results 1-20

All JobsClient Service Associate JobsClient Service Associate Entry Level JobsClient Service Associate Entry Level Jobs in Florida

Client Service Associate Entry Level information

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.

Is CSR a good entry level position?

A Client Service Associate (CSR) is often considered a good entry-level position because it provides experience in customer service, communication, and problem-solving skills. It typically requires basic computer skills and a professional attitude, making it accessible for those starting their careers in client-facing roles.

How to get a job in customer service with no experience?

To get a client service associate entry-level position with no experience, focus on developing strong communication and problem-solving skills, and highlight any customer interaction or teamwork experience on your resume. Entry-level roles often provide on-the-job training, so demonstrating enthusiasm, a positive attitude, and willingness to learn can improve your chances. Certifications in customer service or related tools like CRM software can also enhance your application.

Is a client service associate an entry-level job?

Yes, a client service associate position is typically considered entry-level, requiring minimal prior experience and often serving as a starting point in customer service or financial industries. The role usually involves developing communication and problem-solving skills and may require basic knowledge of relevant tools or software. Advancement opportunities often exist with experience and additional training.

What job makes $10,000 a month without a degree?

A Client Service Associate at an entry level typically does not earn $10,000 a month without experience or advanced skills. High-paying roles that can reach this level often require specialized skills, certifications, or experience in sales, finance, or technology, and are less common at entry level without a degree. Most jobs offering such salaries involve significant responsibility, performance-based bonuses, or commission structures.
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 June 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 Finance

Orlando, FL • On-site

$13 - $18/hr

Full-time

Posted 29 days ago

Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

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
#LI-MK1
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 .
EOE M/F/D/V

What Mariner Finance employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply