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Client Service Associate Jobs in Florida (NOW HIRING)

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 ...

Morgan Stanley

Client Service Associate

Tampa, FL

$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 ...

Morgan Stanley

Client Service Associate

Tampa, FL

$13.25 - $18.25/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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How much do client service associate jobs pay per hour?

As of May 31, 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

Leading Financial Advisory Firm

Tampa, FL

$65K - $85K/yr

Other

Medical, Retirement, PTO

Posted 21 days ago

Job description

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 our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at agwcapital.com
We want to help you reach your full potential! We are looking for hard-working candidates with a passion for client service and who truly enjoy helping make a difference in their clients' lives! Prioritizing client needs and helping solve problems proactively is an important part of our culture.
Compensation:

  • Salary range of $65K-85K, commensurate with relevant experience
  • Individual and Team Bonus programs
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Health Insurance Plan with Company Contribution ($750/month max)
  • Retirement Plan with Employer Match & Profit-Sharing Contribution
  • Additional Employer Retirement Contribution to a Cash Balance Pension Plan
  • Generous PTO Policy & Paid Holidays - 15 PTO days for the first year, growing each year
  • Professional, Fun, Motivating Atmosphere
Responsibilities include:
  • Respond to client requests with timeliness and accuracy in mind
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Client onboarding and initial account setup
  • Generate various daily, weekly, monthly, and annual reports
  • Alternative Investment Processing (subscriptions and redemptions, capital calls, notices and document processing)
Requirements:
  • 1 year of financial services experience
  • Series 65 or the ability to obtain after hire
  • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
  • Experience with our software is not required, but is a plus: Schwab, By All Accounts, Tamarac, Wealthbox
Skills:
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time
  • Ability to learn and implement new technology and software
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

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