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Client Service Jobs in Boca Raton, FL (NOW HIRING)

Marsh & McLennan

Client Service Specialist

Fort Lauderdale, FL · On-site

$16.25 - $21.50/hr

Client Service Specialist Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest ...

Oliver Wyman

Client Service Specialist

Fort Lauderdale, FL · On-site

$16.25 - $21.50/hr

Client Service Specialist Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest ...

Mercer France

Client Service Specialist

Fort Lauderdale, FL · On-site

$16.25 - $21.50/hr

Client Service Specialist Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest ...

VCA Animal Hospitals

Client Service Representative

Weston, FL · On-site

$15.25 - $20.75/hr

Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top ...

NFP

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

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How much do client service jobs pay per hour?

As of Sep 15, 2026, the average hourly pay for client service in Boca Raton, FL is $17.84, according to ZipRecruiter salary data. Most workers in this role earn between $14.62 and $19.86 per hour, depending on experience, location, and employer.

What is a client service?

Client service jobs focus on assisting customers or clients by addressing their needs, answering questions, solving problems, and ensuring satisfaction with a company’s products or services. These roles can be found in various industries, such as finance, retail, hospitality, and technology. Client service professionals often communicate directly with clients through phone, email, chat, or in person and must have strong communication and problem-solving skills. Their goal is to build positive relationships and help retain clients for the business.

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

To thrive as a Client Service professional, you need strong communication skills, problem-solving abilities, and a customer-focused mindset, often supported by a degree in business or a related field. Familiarity with customer relationship management (CRM) systems, ticketing platforms, and basic office software is typically required. Exceptional interpersonal skills, patience, and the ability to remain calm under pressure help you build trust and resolve client concerns effectively. These skills are crucial for ensuring client satisfaction, fostering loyalty, and maintaining a positive company reputation.

How does a client service professional typically collaborate with other departments to address client needs?

Client Service professionals often act as the primary point of contact for clients, but they regularly collaborate with teams like Sales, Account Management, and Technical Support to resolve client inquiries efficiently. This cross-functional teamwork ensures that client issues are addressed holistically and with the right expertise. Clear communication skills and the ability to coordinate between departments are crucial for success in this role. Regular meetings and shared client updates are common practices to maintain alignment and deliver a seamless client experience.

What are the most commonly searched types of Client Service jobs in Boca Raton, FL?

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

What cities near Boca Raton, FL are hiring for Client Service jobs?

Cities near Boca Raton, FL with the most Client Service job openings:

Client Service jobs near you
Infographic showing various Client Service job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $37,102 per year, or $17.8 per hour.

Registered Client Service Associate

Boca Raton, FL • On-site

Morgan Stanley
Finance and Insurance • 10K+ employees
Learn more about Morgan Stanleyexternal

Full-time

Re-posted 8 days ago

Key responsibilities

  • Assist with onboarding and maintaining client accounts, including collecting information, processing transactions, and handling estate needs.

  • Support client relationships through active communication, processing requests, resolving inquiries, and providing guidance.

  • Input orders, discuss reinvestment options, and prepare financial materials for client meetings.

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 158 frontline employees who took The Breakroom Quiz

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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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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