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

Leeds Professional Resources

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Registered Client Service Associate

Miami, FL · On-site

$90K - $110K/yr

We are seeking a Sr. Registered Client Associate to join our client's team! As a Senior Registered Client Associate you will play an integral role in the success of the branch. You will assist in ...

UBS

Registered Client Associate

Coral Gables, FL · On-site

Key responsibilities 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 ...

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

Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Sep 3, 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 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.

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 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 much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

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, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $32,748 per year, or $15.7 per hour.

Registered Client Service Associate

Leeds Professional Resources

Miami, FL • On-site

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

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Job description

We are seeking a Sr. Registered Client Associate to join our client's team! As a Senior Registered Client Associate you will play an integral role in the success of the branch. You will assist in administering, marketing and growing client relationships, working closely with our Financial Advisors (“FAs”) to enhance and grow their business. This role requires fluency in English and Spanish.


Responsibilities

  • Assisting in the delivery and execution of financial plans, supporting branch leadership and covering additional teams and PCAs as needed will be crucial to this position
  • You will also help develop and maintain client relationships by organizing and implementing productivity-based campaigns
  • You may be asked to perform operational responsibilities as well
  • Able to compose effective client correspondence in accordance with established policies and procedures
  • Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries
  • Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary


Requirements:

  • High School diploma; Associate’s or Bachelor’s degree preferred
  • Series 7 required
  • Fluency in English and Spanish
  • Able to work effectively in a fast paced, deadline-oriented environment
  • Strong attention to detail
  • Able to work effectively as part of a team
  • High ethical standards