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Client Services Advisor Jobs in Florida (NOW HIRING)

TekSky

Client Services Associate

Miami, FL · On-site

KEY RESPONSABILITIES Client Engagement & Support Respond promptly and professionally to client ... Communicate transaction status updates clearly to clients and advisors. Custodian Relationship ...

Community Health Northwest Florida

$15.75 - $20/hr

Patient Services Advisor (PSA) Join Our Dedicated Dental Team and Make a Difference! Are you a ... Greet each patient, client, or visitor with a friendly, professional, and genuine welcome.

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How much do client services advisor jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for client services advisor in Florida is $19.38, according to ZipRecruiter salary data. Most workers in this role earn between $13.85 and $22.26 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Services Advisor, and why are they important?

To thrive as a Client Services Advisor, you need strong customer service skills, problem-solving abilities, and often a background in business or communications. Familiarity with CRM software, ticketing systems, and sometimes industry-specific certifications are commonly required. Excellent interpersonal skills, patience, and adaptability help you build lasting client relationships and resolve inquiries efficiently. These skills are crucial for delivering high-quality support, ensuring client satisfaction, and maintaining positive business relationships.

What does a Client Services Advisor do?

A Client Services Advisor acts as a main point of contact between a company and its clients, ensuring their needs are met and issues are resolved promptly. They provide support, answer client inquiries, handle complaints, and offer guidance on products or services. Their goal is to build strong client relationships, improve satisfaction, and help clients make the best use of the company's offerings. Client Services Advisors may also coordinate with other departments to address complex client needs.

What does a client advisor do?

A client services advisor helps clients by providing information, addressing inquiries, and resolving issues related to products or services. They often communicate via phone, email, or in person and need strong communication and problem-solving skills to ensure customer satisfaction.

What does a customer services advisor do?

A customer services advisor assists clients by answering questions, resolving issues, and providing information about products or services. They often communicate via phone, email, or chat, and require good communication and problem-solving skills to ensure customer satisfaction.

How does a Client Services Advisor typically collaborate with other departments to resolve client issues?

Client Services Advisors often work closely with teams such as sales, technical support, and account management to resolve client concerns efficiently. When a client presents a complex issue, the advisor may coordinate with technical experts to troubleshoot, or with sales representatives to clarify contractual details. This collaborative approach ensures that clients receive comprehensive solutions and fosters a strong service culture within the organization. Effective communication and teamwork are essential, as advisors frequently act as the primary point of contact between the client and multiple internal teams.

What is the highest paying job in customer service?

In customer service, senior roles such as Customer Service Director or Customer Experience Manager tend to have the highest salaries, often exceeding six figures with extensive experience and leadership responsibilities. Specialized roles like Technical Support Managers or Customer Success Executives also offer higher compensation, especially in industries like technology or finance.

What jobs pay 4000 a week without a degree?

A Client Services Advisor typically earns less than $4,000 weekly, but some high-paying roles in sales, real estate, or certain freelance consulting positions can reach or exceed that amount without a degree. Success in these roles often depends on experience, skills, and performance rather than formal education. Certifications or specialized training may enhance earning potential in these fields.
What are popular job titles related to Client Services Advisor jobs in Florida? For Client Services Advisor jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Client Services Advisor jobs in Florida look for? The top searched job categories for Client Services Advisor jobs in Florida are:
Client Services Advisor jobs near you
Infographic showing various Client Services Advisor job openings in Florida as of July 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $40,310 per year, or $19.4 per hour.

Client Services Associate

TekSky

Miami, FL • On-site

Full-time

Posted 21 days ago

Job description

KEY RESPONSABILITIES
Client Engagement & Support
Respond promptly and professionally to client inquiries while delivering a WOW client experience and maintaining high professional standards.
  • Coordinate transactions, including opening and closing accounts, transfers, deposits, and withdrawals.
  • Communicate transaction status updates clearly to clients and advisors.

Custodian Relationship Management
Act as the primary point of contact for our main custodians (Schwab and Fidelity) and secondary custodians (TIAA Cref, Nationwide, American Funds, 529 Plan providers, etc.).
  • Ensure compliance and resolve account servicing matters efficiently.

Administrative & Organizational Excellence
Maintain meticulous digital filing of client documents in Egnyte, adhering to internal naming protocols and SEC guidelines.
  • Schedule client appointments and assist advisors with meeting preparation.
  • Handle inbound phone calls, ensuring all calls are answered, screened, or transferred promptly and accurately.

Technology Integration & Data Management
Keep Salesforce CRM and financial planning software (eMoney/MyMoneyLife) up to date with client and prospect information.
  • Provide basic technical support to staff, troubleshoot software-related issues, and coordinate with vendors on updates and upgrades.
  • Uphold data privacy regulations and internal policies to safeguard sensitive client information.

Compliance & Regulatory Support
Complete compliance review action items and collaborate with the Chief Compliance Officer to perform periodic account reviews.
  • Prepare, submit, and track necessary paperwork to custodians.

Collaboration & Reporting
  • Team with clients' other advisors (e.g., attorneys, CPAs) to provide relevant documents and updates.
  • Identify opportunities for process improvements to enhance overall client satisfaction and operational efficiency.

PROFESSIONAL COMPETENCIES
Client-Focused Approach
Demonstrate a genuine empathy for client needs, ensuring clarity and care in all interactions.
Communication & Presentation Skills
Convey complex details concisely through email, phone, and in-person meetings, adapting to different audiences.
Business Development Orientation
Recognize growth opportunities and proactively contribute to the firm's expansion through strategic collaboration and process improvements.
Technology Integration & Support
Advocate for effective technology adoption across the organization, providing front-line support and managing vendor relationships.
Organizational Improvement
Show intellectual curiosity and a drive to innovate-constantly seeking ways to enhance processes and operations.
PERSONAL COMPETENCIES
Time Management & Prioritization
Balance multiple tasks with a keen eye for detail.
Growth Mindset
Open mind to learn, grow, be challenged, and be proactive to find solutions
Approachability
Listen empathetically and value diverse perspectives, fostering strong interpersonal relationships.
Integrity & Trust
Maintain strict confidentiality and honesty in all dealings, accepting accountability for mistakes.
Peer Relationships
Collaborate effectively with colleagues, gaining trust and support through teamwork and openness.
Presentation Skills
Communicate in a clear, concise manner that delivers the intended impact.
How to be GREAT at this Job
  • You read our company core values and you are energized about the idea of working with professionals who are amazing humans living up to these values: https://www.meirawealth.com/values
  • You're an excellent communicator, on the phone, in person and in writing.
  • You can read in between the lines and be wise beyond your years to know what clients really need
  • You are obsessive about organization and task management.
  • You are the type of person who loves putting new processes in place and then celebrating when those processes make everyone's job easier, you'll fit right in.
  • You already know the differences between Roths and 401ks, Roth Conversions and IRA Rollovers and Revocable Vs Irrevocable Trusts. You feel proud about geeking out all this financial lingo with your friends
  • You sincerely love dealing with people and feel like your team and clients are like an extended family.
  • You make stuff happen. Better yet, you can't wait to tell us about a new creative way to do something that we haven't thought of
  • People always ask you to help because when you say you'll do something, you'll do it.

What a Day May Look Like
One day you might be on the phone with a Schwab representative to expedite a time-sensitive transaction or account transfer, then spend the afternoon ensuring all client documents are perfectly organized in Egnyte. At any moment, you will be on the phone learning about one of our amazing clients who needs immediate help but also loves to share about the newest addition to their family. By the end of the week, you'll have collaborated with advisors on upcoming client reviews and even flexed your creative muscles to suggest a new workflow to help the whole team move faster.

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