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Client Services Associate Jobs in Florida (NOW HIRING)

Client Service Specialist

Orlando, FL · On-site

$15.75 - $21/hr

The Client Services Associate will be responsible for handling customer inquiries and providing exceptional customer support. Daily tasks will include responding to emails and phone calls, resolving ...

Showing results 41-60

Client Services Associate information

See Florida salary details

$7

$16

$30

How much do client services associate jobs pay per hour?

As of Sep 13, 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.

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 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:

Infographic showing various Client Services Associate job openings in Florida as of September 2026, with employment types broken down into 2% As Needed, 78% Full Time, 17% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $34,822 per year, or $16.7 per hour.

Client Service Associate (Tampa, FL)

Tampa, FL • On-site

Other

Re-posted 21 days ago


Job description

Client Service Associate

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

The firm is seeking a Client Service Associate to join our Private Client Division in our Tampa, FL branch office. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities:

  • Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
  • Calendar management and coordination of meetings, including all logistics
  • Database management
  • Client interaction and service
  • Perform special projects as assigned

Skills/Requirements:

  • Bachelor's degree required
  • 1-2 years financial services/fixed Income experience required
  • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
  • Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
  • Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)