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

Leeds Professional Resources

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Client Service Associate - Wealth Management

Miami, FL · On-site

$80K - $85K/yr

We are seeking a Client Service Associate to join our client's team! This role requires fluency English and Spanish and experience in wealth management. Responsibilities * Cultivate and enhance new ...

Norman Alex

Client Services Associate

Miami, FL · On-site

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is ... The role focuses on delivering excellent client service by handling administrative tasks, account ...

UBS

Registered Client Associate

Coral Gables, FL · On-site

Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information • ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Homestead, FL

Client Service Associate information

See Homestead, FL salary details

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How much do client service associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for client service associate in Homestead, FL is $15.74, according to ZipRecruiter salary data. Most workers in this role earn between $12.79 and $17.64 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.

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.

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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What is a client service associate?

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 Homestead, FL? The most popular types of Client Service jobs in Homestead, FL are:
What cities near Homestead, FL are hiring for Client Service Associate jobs? Cities near Homestead, FL with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Homestead, FL as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $32,748 per year, or $15.7 per hour.

Client Service Associate - Wealth Management

Leeds Professional Resources

Miami, FL • On-site

$80K - $85K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 11 days ago

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Job description

We are seeking a Client Service Associate to join our client's team! This role requires fluency English and Spanish and experience in wealth management.

Responsibilities

  • 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
  • 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
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • 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

Requirements:

  • Prior experience in a wealth management firm
  • Fluency in English and Spanish