Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market ... services industry, including retail securities brokerage, institutional sales and trading ...
Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market ... services industry, including retail securities brokerage, institutional sales and trading ...
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 ...
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 ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan ... How Morgan Stanley Client Services Professionals Make an Impact : * Be an effective communicator:
As a Registered Client Service Associate , you will provide industry leading service to Morgan ... How Morgan Stanley Client Services Professionals Make an Impact : * Be an effective communicator:
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...
Senior Client Service Associate As a Senior Client Service Associate within the Latin America ... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ...
Senior Client Service Associate As a Senior Client Service Associate within the Latin America ... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ...
Client Services Associate information
See Florida salary details
$7.54 - $9.64
3% of jobs
$9.64 - $11.73
12% of jobs
$12.63 is the 25th percentile. Wages below this are outliers.
$11.73 - $13.82
23% of jobs
The median wage is $14.82 / hr.
$13.82 - $15.91
24% of jobs
$17.62 is the 75th percentile. Wages above this are outliers.
$15.91 - $18
15% of jobs
$18 - $20.09
10% of jobs
$20.09 - $22.18
6% of jobs
$22.18 - $24.27
2% of jobs
$24.27 - $26.36
2% of jobs
$26.36 - $28.45
1% of jobs
$28.45 - $30.54
1% of jobs
$7
$16
$30
How much do client services associate jobs pay per hour?
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?
What are the key skills and qualifications needed to thrive as a client services associate?
What are some common challenges faced by client services associates, and how can they be overcome?
What is the difference between Client Services Associate vs Customer Support Specialist?
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting 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.
- How to become a client services associate?
- How much is the salary of a client services associate in the US?
- What is the career progression of a client services associate?
- What is the difference between a client services associate and a financial advisor?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
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 Service Associate (Tampa, FL)
Tampa, FL • On-site
Other
Re-posted 21 days ago
Job description
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)