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Client Services Assistant Jobs in Florida (NOW HIRING)

TekSky

Client Services Associate

Miami, FL · On-site

Ensure compliance and resolve account servicing matters efficiently. Administrative ... Schedule client appointments and assist advisors with meeting preparation. * Handle inbound phone ...

Teksky LLC

Client Services Associate

Miami, FL · On-site

Ensure compliance and resolve account servicing matters efficiently. Administrative ... Schedule client appointments and assist advisors with meeting preparation. * Handle inbound phone ...

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Client Services Assistant information

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How much do client services assistant jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for client services assistant in Florida is $14.96, according to ZipRecruiter salary data. Most workers in this role earn between $12.40 and $17.07 per hour, depending on experience, location, and employer.

What is a client services assistant?

Client Services Assistants are professionals who support a company’s clients by addressing their needs, answering questions, and ensuring a positive experience. They typically handle administrative tasks, schedule appointments, manage correspondence, and may assist with problem resolution. Their role is crucial in maintaining strong client relationships and ensuring that clients are satisfied with the services provided by the organization.

Is client services a good job?

Client services roles, such as Client Services Assistant, involve interacting with clients to address their needs and ensure satisfaction. These jobs often require strong communication, problem-solving skills, and familiarity with customer management tools, and they can offer stable employment with opportunities for advancement.

What are some typical challenges a client services assistant might face and how can they overcome them?

Client Services Assistants often juggle multiple client requests and administrative tasks simultaneously, which can make time management a common challenge. Prioritizing urgent client needs while maintaining attention to detail in documentation is essential. Developing strong organizational skills and proactively communicating with clients and team members can help manage workload and prevent misunderstandings. Regular check-ins with supervisors or senior team members can also provide guidance and support for handling complex client issues.

What is the difference between Client Services Assistant vs Customer Service Representative?

AspectClient Services AssistantCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; some roles may prefer post-secondary education
Work EnvironmentOffice settings, client-facing roles, administrative supportCall centers, retail, office settings, customer support centers
Employer & IndustryFinancial services, consulting, professional servicesRetail, telecommunications, hospitality, various industries
Search & Comparison IntentUnderstanding support roles assisting clients directlyHandling customer inquiries and resolving issues

The main difference between a Client Services Assistant and a Customer Service Representative lies in their focus and work environment. Client Services Assistants typically work in professional settings supporting specific clients, often with a focus on account management. Customer Service Representatives usually handle general customer inquiries across various industries, often via phone or online. Both roles require strong communication skills but differ in their scope and industry application.

What are the most commonly searched types of Client Services jobs in Florida? The most popular types of Client Services jobs in Florida are:
What are popular job titles related to Client Services Assistant jobs in Florida? For Client Services Assistant jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Client Services Assistant jobs in Florida look for? The top searched job categories for Client Services Assistant jobs in Florida are:
What cities in Florida are hiring for Client Services Assistant jobs? Cities in Florida with the most Client Services Assistant job openings:
Client Services Assistant jobs near you
Infographic showing various Client Services Assistant job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $31,126 per year, or $15 per hour.

Client Services Associate

TekSky

Miami, FL • On-site

Full-time

Posted 27 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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