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Client Service Associate Jobs in Florida (NOW HIRING)

Ascendo

Client Service Associate

Miami, FL

$13.75 - $19.25/hr

Client Service Associate (CSA) - Wealth Management A growing and highly regarded wealth management firm is seeking an experienced Client Service Associate (CSA) to support advisors and deliver a high ...

Mariner

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 · 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 ...

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 ...

Waverly Advisors LLC

Client Service Associate

Sarasota, FL · Hybrid

$13.50 - $18.50/hr

Client Service Associate Sarasota, FL Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus ...

RIA Recruiting

Client Service Associate

Tampa, FL

$65K - $85K/yr

We are seeking a Client Service Associate to join our team to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients ...

Waverly Advisors, LLC

Client Service Associate

Sarasota, FL · On-site

$14 - $19.25/hr

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client ...

Morgan Stanley

Client Service Associate

Winter Park, FL · On-site

$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 ...

Waverly Advisors, LLC

Client Service Associate

Sarasota, FL · Hybrid

$14 - $19.25/hr

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client ...

Insight Global

Client Service Associate

Pompano Beach, FL · On-site

$57K - $65K/yr

A well-established investment firm located in Pompano Beach, FL is seeking a qualified professional to join the team in the important role of a full-time Client Service Associate. This position ...

Hello Sunshine Travels

Client Service Associate

Kissimmee, FL · Remote

$12.75 - $17.75/hr

About the job Client Service Associate Customer Service Representative Travel Industry Remote | Flexible Schedule | Commission + Bonuses About the Role: Were looking for an enthusiastic and detail ...

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Jun 20, 2026, the average hourly pay for client service associate in Florida is $12.81, according to ZipRecruiter salary data. Most workers in this role earn between $10.43 and $14.38 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

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

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What are the most commonly searched types of Client Service jobs in Florida? The most popular types of Client Service jobs in Florida are:
What cities in Florida are hiring for Client Service Associate jobs? Cities in Florida with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Florida as of June 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $26,639 per year, or $12.8 per hour.
Client Service Associate

Client Service Associate

Ascendo

Miami, FL

$13.75 - $19.25/hr

Other

Posted 10 days ago

Job description

Client Service Associate (CSA) - Wealth Management
A growing and highly regarded wealth management firm is seeking an experienced Client Service Associate (CSA) to support advisors and deliver a high-level client experience. This role is ideal for someone with a strong operational and client service background within the financial services industry.
The ideal candidate is polished, organized, detail-oriented, and experienced supporting high-net-worth clients in a fast-paced environment.
Responsibilities
  • Support Financial Advisors and Relationship Managers with daily client service and operational needs
  • Serve as a point of contact for client inquiries and account-related requests
  • Process account openings, transfers, money movement requests, distributions, and account maintenance
  • Coordinate and track client onboarding documentation
  • Prepare meeting materials, paperwork, and follow-up items for advisors
  • Maintain accurate client records and update CRM systems
  • Communicate with custodians and internal departments to resolve account issues
  • Ensure all documentation and processes remain compliant with firm policies and regulatory requirements
  • Assist with administrative and operational projects as needed
Qualifications
  • 3+ years of experience as a Client Service Associate, Registered Client Associate, or similar wealth management support role
  • Experience working within wealth management, private banking, broker-dealer, or RIA environments
  • Strong understanding of account operations and client service processes
  • Experience supporting Financial Advisors and high-net-worth clients preferred
  • Excellent organizational skills and attention to detail
  • Strong verbal and written communication skills
  • Ability to manage multiple priorities in a fast-paced setting
  • Proficiency in Microsoft Office and CRM platforms
  • FINRA licenses (Series 7/63/65/66) are a plus but not required
  • Bilingual Spanish is a plus

Preferred Backgrounds
Candidates with experience from wirehouses, RIAs, private banks, or established wealth management firms are encouraged to apply.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
Contact information
Diego Mejia
Ascendo Resources logo

About Ascendo Resources

Sourced by ZipRecruiter

Ascendo Resources is a highly recognized and specialized staffing and consulting firm based in Fort Lauderdale, FL, US. Operating within the industry of professional services, the firm specializes in placing accounting, finance, compliance, HR, banking, IT & administrative professionals in the best workplaces. Ascendo Resources was established in the year 2006 and has since expanded its reach across multiple states, showcasing its exceptional commitment to connecting job seekers with job opportunities.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Coral Gables, FL, US

Year founded

2008

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