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Client Service Associate Jobs in Brandon, FL (NOW HIRING)

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 ...

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 ...

RIA Recruiting

Client Service Associate

Tampa, FL · On-site

$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 ...

RIA Recruiting

Client Service Associate

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 ...

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 ...

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

$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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Client Service Associate information

See Brandon, FL salary details

$7

$14

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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 Brandon, FL is $14.89, according to ZipRecruiter salary data. Most workers in this role earn between $12.12 and $16.73 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 Brandon, FL? The most popular types of Client Service jobs in Brandon, FL are:
What cities near Brandon, FL are hiring for Client Service Associate jobs? Cities near Brandon, FL with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Brandon, FL as of May 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $30,974 per year, or $14.9 per hour.
Client Service Associate

Client Service Associate

BCI - Brokerage Consultants Inc

Tampa, FL

$13.25 - $18.25/hr

Other

Retirement

Posted 15 days ago

Job description

A boutique Registered Investment Advisor (RIA) located in Tampa is seeking a full-time Client Service Associate for a non-sales, non-advisory role. This position is ideal for someone who values teamwork, integrity, attention to detail, and a proactive approach. The Client Service Associate will play a key role in delivering a first-class experience to the firm's clientele by supporting the dedicated team and ensuring smooth day-to-day operations-an excellent opportunity to contribute meaningfully in a professional, client-focused environment.
Responsibilities:
Serve as the primary point of contact for clients, managing a high volume of interactions via phone, in-person meetings, virtual platforms, and mail
Respond to client inquiries and provide support with account-related tasks in a timely and professional manner
Accurately open and maintain accounts and service requests using a variety of technology platforms
Guide clients through the onboarding process and assist them in navigating firm tools and resources
Process client paperwork and service requests, and coordinate outgoing communications and mailings
Oversee accounts payable and manage office service subscriptions and vendor relationships
Provide comprehensive administrative and organizational support to a team of three professionals
Ensure compliance with internal policies and industry regulations by maintaining proper documentation and records
Maintain and update client information and files with a compliance audit mindset
Serve as a liaison for IT
Requirements:
3+ years of client service experience within the financial services industry
Proficiency with CRM software; experience with Advyzon, Fusion, and TradePMR is a plus
Excellent organizational skills with the ability to manage multiple tasks while maintaining strong attention to detail
Strong communication and active listening skills, paired with a tech-savvy mindset
Demonstrated professionalism and discretion when handling sensitive client information
FINRA SIE and/or Series 65 plus (must be willing to obtain)
Proficiency in Microsoft Office Suite, with the ability to quickly learn and adapt to new software tools
The firm offers a competitive base salary, opportunities for growth, 401(k) match and more.

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