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

NewEdge Capital Group LLC

Associate, Client Service

Miami, FL · On-site

$13.75 - $19.25/hr

The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW ...

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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 Miami, FL is $16.39, according to ZipRecruiter salary data. Most workers in this role earn between $13.32 and $18.41 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 Miami, FL?

The most popular types of Client Service jobs in Miami, FL are:

What cities near Miami, FL are hiring for Client Service Associate jobs?

Cities near Miami, FL with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Miami, FL as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $34,094 per year, or $16.4 per hour.

Associate, Client Service

NewEdge Capital Group LLC

Miami, FL • On-site

$13.75 - $19.25/hr

Full-time

Re-posted 1 hour ago

Job description

Job Summary:

The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Miami, Florida. In this role, you will work directly with clients to facilitate, monitor, and report on investments and services. Additionally, you will prepare asset allocation reviews, investment proposals, and customized marketing materials to support the advisor, prospective, and existing client relationships.

Duties/Responsibilities:

Relationship Management

  • Provide clients and their accountants with account statements, tax documents, and portfolio information while delivering exceptional service and responsiveness.
  • Collect and review documentation required for client and investment onboarding.
  • Monitor capital calls, subscription activity, and redemption schedules for alternative investments.
  • Support account maintenance, cash management, and other client service requests in collaboration with the broader service team.

Investment Solutions

  • Generate portfolio reports and analyses, including performance, holdings, transaction activity, tax summaries, income, and fee reports.
  • Partner to develop customized marketing and review books for client meetings and business development efforts.
  • Prepare asset allocation reviews and investment proposal materials to support portfolio recommendations.
  • Document client review meetings, update CRM records, and coordinate follow-up actions to ensure timely execution of client needs.

Practice Management

  • Maintain accurate and up-to-date client records within CRM and contact management systems.
  • Manage team calendars and coordinate daily, weekly, and monthly activities to support operational efficiency.
  • Apply knowledge of risk management, compliance, and regulatory requirements in support of client service activities.

Talent Management

  • Pursue ongoing professional development to enhance industry knowledge, technical skills, and professional credentials.
  • Communicate training and development needs to support continuous growth and performance.
  • Assist with onboarding and training new team members to facilitate successful integration into the firm.

Key Skills & Qualifications:

  • 2–5 years of client service experience, preferably within wealth management or financial services.
  • Series 7 and/or 65 licenses or willingness to obtain licensing while employed.
  • Advanced Microsoft Office Suite skills, including Excel, PowerPoint, and Word.
  • Strong written and verbal communication skills with exceptional attention to detail.
  • Highly organized and effectively manage multiple priorities in a fast-paced environment.
  • Exhibit professionalism, strong interpersonal skills, and a client-focused approach.
  • Strong time management, multitasking, and problem-solving abilities to meet team and client objectives.

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