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Client Services Associate Jobs in Boca Raton, FL

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 I

Miramar, FL · On-site

$58K - $60K/yr

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

Amerant Bank

Client Services Associate I

Miramar, FL · On-site

$13.25 - $18.25/hr

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

Amerant Bank

Client Services Associate I

Hollywood, FL · On-site

$14.50 - $20/hr

Provides day-to-day personalized customer service under quality standards defined by the Bank for the international client. * Ensures transactions are processed within service levels by all units of ...

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How much do client services associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for client services associate in Boca Raton, FL is $21.26, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $23.70 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 Boca Raton, FL?

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

What are popular job titles related to Client Services Associate jobs in Boca Raton, FL?

For Client Services Associate jobs in Boca Raton, FL, the most frequently searched job titles are:

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The top searched job categories for Client Services Associate jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Client Services Associate jobs?

Cities near Boca Raton, FL with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $44,220 per year, or $21.3 per hour.

Client Services Associate II

Hollywood, FL • On-site

Amerant Bank
Finance and Insurance • 501 - 1,000 employees
Learn more about Amerant Bankexternal

Other

Re-posted 11 days ago

Job description

To provide superior standards of service to an assigned portfolio of customers (personal & commercial) with the objective to strengthen customer loyalty and retention, ensuring excellent customer service. Responsible of meeting KYC/KYA AML and other regulatory compliance standards. Ensures documentation is up to date and complete.
Responsibilities:

  • Provides day-to-day personalized customer service under quality standards defined by the Bank for the international client.
  • Review and verify documentation and information for the openings of new international personal and commercial accounts, for completeness, quality and accuracy of the Due Diligences and the Enhanced Due Diligences.
  • Ensure that the entire documentation package of every application for new accounts complies with the CIP, BSA regulations and Amerant Bank policies.
  • Coordinates with multiple units of the Bank to exceed customer service expectations, and to clarify, verify, and solve any problems regarding documentation of new accounts.
  • Keeps abreast of current banking products / services, as well as the processes associated to the delivery of these products and services.
  • Prepares, monitors, and updates RFI Log to keep records and status.
  • Daily monitoring of RFI's for the International Segment.
  • Develop weekly Reports to measure the accuracy of the account opening process.
  • Obtain required documentation from customers to cure exceptions, RFI, and enhance due diligence cases.
  • Contact customers to validate transactions, review and validate supporting documentation provided by customers. Maintains client files compliant with regulations.
  • Processes closing of accounts due to BSA matters.
  • Responds OFAC possible hits and contact customer to obtain information as required.
  • Gathers documentation and prepare package for PEP's approval.
  • Responds to audits of assigned customer portfolio by internal, external and compliance auditors.
  • Reviews various anti-money laundering activity reports created by the Compliance Department to detect unusual activity in customers' accounts. Investigate such activity and obtain from customer the explanation and documentary validation as appropriate.
  • Answers accurately and on a timely manner BSA/AML inquiries and report any unusual activity that cannot be validated to BSA liaison and to supervisor.
  • In coordination with the International Relationship Manager and International Banker determines if relationship requires closure and issues closure notification to the customer.
  • Prepares and keep updated KYC/KYA's and prepares annual certifications of high risk accounts.
  • Adheres to compliance policies and procedures.
  • Completes assigned training on BSA to keep abreast of regulations.
  • 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 relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues
  • To identify, evaluate, monitor and make any recommendation deemed necessary to their respective supervisor in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.
  • All other duties as required.

Minimum Education and/or Certifications Requirements:
Associates's degree in banking, finance, business administration or related field. Bachelors degree preferred.
*** Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered.
Minimum Work Experience Requirements:
Two to four years of experience in servicing international customer's accounts
Bilingual English-Spanish required
Technical and/or Other Essential Knowledge:
Good understanding of banking products and services. Organizational skills and time management. Superior customer service skills. Excellent knowledge of service quality practices, tools and indicators. Problem solving and conflict resolution skills. Excellent written and verbal communications. Excellent presentation. Results and teamwork oriented. Superior listening skills. Capabilities to learn through experience and seek professional development. Relies on limited experience and judgment to plan and accomplish goals. Ability to deal with irate customers. Perseverance. Ability to deal with multiple departments (networking), across organizational levels, in order to meet or exceed customer needs. Knowledge in the use of banking systems and applications including queries.

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