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Client Services Associate information

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$9

$21

$38

How much do client services associate jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for client services associate in Boca Raton, FL is $21.20, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $23.65 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

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 is the role of a client associate?

A client services associate is responsible for supporting client relationships by addressing inquiries, providing information about products or services, and ensuring customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain communication to foster client loyalty.

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 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 job makes $10,000 a month without a degree?

A Client Services Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or technical skills such as coding or digital marketing, which may require certifications or self-education. Most roles with such income levels usually demand extensive experience, a strong network, or entrepreneurial effort rather than formal education alone.

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 does a customer service associate do?

A customer service associate, often called a client services associate, assists customers by answering questions, resolving issues, and providing information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and loyalty.

What does a client services associate do?

A client services associate is responsible for managing client relationships, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use communication skills, CRM software, and problem-solving abilities to support clients and maintain positive interactions.
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:
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What job categories do people searching Client Services Associate jobs in Boca Raton, FL look for? 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 June 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Temporary. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $44,087 per year, or $21.2 per hour.
Sr. Registered Client Service Associate

Sr. Registered Client Service Associate

Morgan Stanley

West Palm Beach, FL • On-site

Full-time

Posted 4 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

39th of 138 rated financial services

Job description

POSITION SUMMARY:
Registered 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/team
  • 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 aa clerical capacity at the direction of the client and/or FA/PWA/team
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
  • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
  • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
  • 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 with updates on service requests (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
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred

Knowledge/Skills
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • 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 multitask
  • 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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