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Client Service Associate Entry Level Jobs in Naples, FL

Raymondjames

Client Service Associate- Naples, FL

Naples, FL

$13.75 - $18.75/hr

Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

Participation in the client service queues including verbal verification, online access, Team and ... The associate is frequently required to sit for extended periods of time, as well as stand, walk ...

Banfield Pet Hospital

Client Service Coordinator

Naples, FL · On-site

$17 - $22.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ...

SSA Group

Food Service - Associate

Naples, FL · On-site

$13.25 - $17.25/hr

Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...

ssagroup

Food Service - Associate

Naples, FL

$13.25 - $17.25/hr

Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...

SSA Group

Food Service - Associate

Naples, FL

$13.25 - $17.25/hr

Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...

NVA

Client Services Representative

Naples, FL

$15 - $20.50/hr

Client Service Representative |Animal Oasis Veterinary Hospital 2700 Immokalee Rd, Suite 16, Naples ... National Veterinary Associates is a leading global pet care organization united in the love of ...

ssagroup

Food Service - Associate

Naples, FL

$13.25 - $17.25/hr

Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...

NVA

Client Services Representative

Naples, FL · On-site

$15 - $20.50/hr

Client Service Representative Animal Oasis Veterinary Hospital 2700 Immokalee Rd, Suite 16, Naples ... National Veterinary Associates is a leading global pet care organization united in the love of ...

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How much do client service associate entry level jobs pay per hour?

As of May 28, 2026, the average hourly pay for client service associate entry level in Naples, FL is $16.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.12 and $18.12 per hour, depending on experience, location, and employer.

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.

What job categories do people searching Client Service Associate Entry Level jobs in Naples, FL look for? The top searched job categories for Client Service Associate Entry Level jobs in Naples, FL are:
What cities near Naples, FL are hiring for Client Service Associate Entry Level jobs? Cities near Naples, FL with the most Client Service Associate Entry Level job openings:
Client Service Associate Entry Level jobs near you
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley

Naples, FL • On-site

Full-time

Posted 12 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

37th of 138 rated financial services

Job description

POSITION SUMMARY
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
  • 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 including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • 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

OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • 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
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • High School Diploma/Equivalency
  • College degree preferred

Knowledge/Skills
  • Strong industry, product, and branch procedures knowledge
  • Exceptional writing, interpersonal and client service skills
  • Detail oriented with superior organizational skills and ability to prioritize tasks
  • Strong computer skills and knowledge of Microsoft Office products
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Reports To
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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