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$21.7K

$42.3K

$75.1K

How much do client service officer jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client service officer in Florida is $42,284.00, according to ZipRecruiter salary data. Most workers in this role earn between $28,800.00 and $48,600.00 per year, depending on experience, location, and employer.

What is a client service officer?

Client Service Officers are professionals who act as the primary point of contact between an organization and its clients. They are responsible for addressing client inquiries, resolving issues, and ensuring a positive client experience. Their duties often include processing client requests, coordinating with internal departments, and maintaining accurate client records. By providing efficient and courteous service, Client Service Officers help build strong relationships and support customer retention.

What are the key skills and qualifications needed to thrive as a client service officer?

To thrive as a Client Service Officer, you need strong customer service abilities, attention to detail, and a background in business or finance, often supported by a relevant degree or prior experience in client-facing roles. Familiarity with customer relationship management (CRM) software, banking platforms, and document management systems is typically required. Excellent communication, problem-solving, and interpersonal skills help you build trust and effectively address client needs. These skills ensure efficient service delivery, client satisfaction, and long-term business relationships.

What are typical challenges a client service officer might face when managing multiple client accounts simultaneously?

Client Service Officers often juggle several client accounts at once, which can make prioritizing tasks and maintaining exceptional service challenging. Balancing urgent requests, resolving issues promptly, and ensuring clear communication with each client are common hurdles. Success in this role requires strong organizational skills, the ability to adapt quickly, and proactive problem-solving to meet client expectations and deadlines. Building positive relationships with both clients and internal teams also helps in managing workloads efficiently.

Is a Client Service Officer a good entry level position?

A Client Service Officer role is often suitable as an entry-level position, especially for individuals interested in customer service, communication, and administrative skills. It typically requires basic computer skills and a professional attitude, making it accessible for those starting their careers in client-facing roles.
Client Service Officer jobs near you
Infographic showing various Client Service Officer job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $42,284 per year, or $20.3 per hour.

Registered Client Service Associate

Morgan Stanley

Tallahassee, FL • On-site

Full-time

Re-posted 15 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

31st of 150 rated financial services

Job description

POSITION SUMMARY
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
  • 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 including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • 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

OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • 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
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • High School Diploma/Equivalency
  • College degree preferred

Knowledge/Skills
  • Strong industry, product, and branch procedures knowledge
  • Exceptional writing, interpersonal and client service skills
  • Detail oriented with superior organizational skills and ability to prioritize tasks
  • Strong computer skills and knowledge of Microsoft Office products
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Reports To
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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