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Client Services Assistant Jobs in Stuart, FL (NOW HIRING)

Morgan Stanley

Client Service Associate

Palm Beach Gardens, FL · On-site

$13.75 - $19/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) * Assist FAs/PWAs ...

Morgan Stanley

Client Service Associate

Palm Beach Gardens, FL · On-site

$13.75 - $19/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) * Assist FAs/PWAs ...

Banfield

Client Service Coordinator

Jupiter, FL · On-site

$15.39 - $19.67/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... services. • Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ...

Banfield Pet Hospital

Client Service Coordinator - 2405

Jupiter, FL · On-site

$15.39 - $19.67/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... services. • Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ...

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Client Services Assistant information

See Stuart, FL salary details

$10

$17

$24

How much do client services assistant jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for client services assistant in Stuart, FL is $17.68, according to ZipRecruiter salary data. Most workers in this role earn between $14.66 and $20.14 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 Stuart, FL?

The most popular types of Client Services jobs in Stuart, FL are:

What are popular job titles related to Client Services Assistant jobs in Stuart, FL?

For Client Services Assistant jobs in Stuart, FL, the most frequently searched job titles are:

What job categories do people searching Client Services Assistant jobs in Stuart, FL look for?

The top searched job categories for Client Services Assistant jobs in Stuart, FL are:

What cities near Stuart, FL are hiring for Client Services Assistant jobs?

Cities near Stuart, FL with the most Client Services Assistant job openings:

Client Services Assistant jobs near you
Infographic showing various Client Services Assistant job openings in Stuart, FL as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $36,766 per year, or $17.7 per hour.

Client Service Associate

Morgan Stanley

Palm Beach Gardens, FL • On-site

$13.75 - $19/hr

Full-time

Re-posted 13 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

30th of 150 rated financial services

Job description

POSITION SUMMARY
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)
  • Assist FAs/PWAs/teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:
  • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multi-task
  • Goal oriented, self-motivated and results driven

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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