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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

$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 ...

Gallagher

Client Service Associate

Lake Mary, FL

$12.75 - $17.50/hr

The Branch Client Service Associate I contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating ...

Sequoia Financial Group

Client Service Associate

Tampa, FL · On-site

$13.25 - $18.25/hr

The Client Service Associate is a member of the Client Service organization that works with Advisors to support the day-to-day needs of our clients. Responsibilities This position will support a team ...

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 ...

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 ...

Alphabe Insight Inc

Client Service Associate

Tampa, FL

$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 ...

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How much do client service associate jobs pay per hour?

As of May 30, 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 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.

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 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 jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

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 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 May 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% 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 19 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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