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Client Services Associate Jobs in Florida (NOW HIRING)

Teksky LLC

Client Services Associate

Miami, FL · On-site

Ensure compliance and resolve account servicing matters efficiently. Administrative & Organizational Excellence Maintain meticulous digital filing of client documents in Egnyte, adhering to internal ...

Amerant Bank

Client Services Associate II

Hollywood, FL · On-site

Acts as back up of other Client Services Associate / Client Onboarding Associate. * Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies ...

Amerantbank

Client Services Associate II

Hollywood, FL · On-site

Acts as back up of other Client Services Associate / Client Onboarding Associate. * Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies ...

Amerant Bank

Client Services Associate II

Miramar, FL · On-site

Acts as back up of other Client Services Associate / Client Onboarding Associate. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies ...

SPS North America

Client Service Associate

Lake Mary, FL · On-site

$12.75 - $17.50/hr

Client Services Associate Location: Lake Mary, FL Employment Type: Full-time | Onsite We're hiring! If you're a peoplefocused, detailoriented professional who enjoys keeping an office running ...

SPS North America Inc

Client Service Associate

Lake Mary, FL · On-site

$12.75 - $17.50/hr

Client Services Associate Location: Lake Mary, FL Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office running ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Florida

Client Services Associate information

See Florida salary details

$7

$16

$30

How much do client services associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client services associate in Florida is $16.74, according to ZipRecruiter salary data. Most workers in this role earn between $12.74 and $18.70 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

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 Associate jobs in Florida?

For Client Services Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Florida look for?

The top searched job categories for Client Services Associate jobs in Florida are:

What cities in Florida are hiring for Client Services Associate jobs?

Cities in Florida with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Florida as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 100% In-person job distribution, with an average salary of $34,822 per year, or $16.7 per hour.

Client Services Associate

Teksky LLC

Miami, FL • On-site

Other

Re-posted 10 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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