1

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

Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate ...

Client Service Specialist

Tampa, FL · On-site

$15.50 - $20.50/hr

Role Description This is a full-time remote position for a Client Services Associate . In this role, you'll handle customer inquiries and deliver exceptional service to clients. Daily ...

Overview At Gallagher, we're looking for an Associate Client Service Manager to join our Commercial team. In this role, you'll lead efforts to deliver exceptional service and solutions to our clients.

Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing ...

CLIENT SERVICE COORDINATOR

Tampa, FL · On-site

$17 - $22.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

CLIENT SERVICE COORDINATOR

Tampa, FL · On-site

$16.50 - $21.50/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Client Service Coordinator

Tampa, FL · On-site

$16.50 - $21.50/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service ...

Client Service Coordinator

Largo, FL · On-site

$15 - $18.69/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...

Showing results 21-40

Client Service Associate information

See Tampa, FL salary details

$8

$16

$25

How much do client service associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for client service associate in Tampa, FL is $16.20, according to ZipRecruiter salary data. Most workers in this role earn between $13.17 and $18.17 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 Tampa, FL? The most popular types of Client Service jobs in Tampa, FL are:
What cities near Tampa, FL are hiring for Client Service Associate jobs? Cities near Tampa, FL with the most Client Service Associate job openings:
Infographic showing various Client Service Associate job openings in Tampa, FL as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $33,687 per year, or $16.2 per hour.

Client Service Associate - Lakeland,FL

LPL Financial

Lakeland, FL • On-site

$25.43 - $42.35/hr

Full-time

Medical, Retirement, PTO

Re-posted 11 days ago


LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 70 frontline employees who took The Breakroom Quiz

116th of 150 rated financial services


Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.
This is an on-site employment opportunity in Lakeland, FL that would allow you to support Financial Advisors associated with LPL Financial. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping people and families that look to our Financial Advisors for financial solutions. (Candidate is expected to be in the office 5 days a week - NOT REMOTE)
Responsibilities:
  • Inbound client calls, schedule appointments, and prepare materials for client meetings
  • Keep client management systems up to date with client information
  • Assist with various documentation requirements for new business
  • Manage account activities that are operational in nature -new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
  • Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
  • Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met
  • Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc.
  • Partners with Financial Advisor to strategize on opportunities to meet the needs of clients
  • May assist in executing trades for clients as needed to support the Financial Advisor

What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • 2+ years of financial industry experience, preferably within wealth management
  • 2+ years of client service experience in a professional setting
  • 2+ years of experience using Microsoft Office (Word, Excel, PowerPoint) and CRM systems
  • Completion of LPL Office Essentials (or equivalent training) within 90 days of hire

Preferences:
  • Financial service industry experience
  • Bachelor's degree; preferably in Business, Accounting or Finance
  • Experience working with Financial Advisors, Branch and Home Office support teams
  • 2-7 years brokerage/financial services industry knowledge
  • Series 7 and/or Series 66 license
  • Strong analytical skills and ability to research information
  • Demonstrates drive, initiative, and motivation
  • Ability to utilize internal resources, training & self-service options available such as iKnow, Resource Center, LPLU, etc.
  • Strong customer focus, excellent verbal and written communication skills; able to explain complex information clearly and simply
  • Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment
  • Organized with a strong attention to detail and problem-solving abilities
  • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners

#LI-Onsite
Pay Range:
$25.43-$42.35/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

What LPL Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom