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Client Services Associate Jobs in Miami, FL (NOW HIRING)

Norman Alex

Client Services Associate

Miami, FL

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional ...

Citigroup Inc

Client Services Associate

Miami, FL

$50.60K - $70.60K/yr

The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established ...

Citigroup, Inc.

Client Services Associate

Miami, FL · On-site

$50.60K - $70.60K/yr

The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established ...

Amerant Bank

Client Services Associate III

Miramar, FL

$13.25 - $18.25/hr

The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients, in an effort to strengthen loyalty and increase ...

Amerant Bank

Client Services Associate III

Miramar, FL

$13.50 - $18.50/hr

The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients, in an effort to strengthen loyalty and increase ...

Amerant Bank

Client Services Associate III

Miami, FL

$13.75 - $19.25/hr

The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients, in an effort to strengthen loyalty and increase ...

Amerant Bank

Client Associate

Miami, FL

Client Services Associate The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (WMA). CAs are responsible for giving ...

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How much do client services associate jobs pay per hour?

As of May 28, 2026, the average hourly pay for client services associate in Miami, FL is $21.43, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $23.89 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 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 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 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 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 Miami, FL? The most popular types of Client Services jobs in Miami, FL are:
What are popular job titles related to Client Services Associate jobs in Miami, FL? For Client Services Associate jobs in Miami, FL, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Miami, FL look for? The top searched job categories for Client Services Associate jobs in Miami, FL are:
What cities near Miami, FL are hiring for Client Services Associate jobs? Cities near Miami, FL with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Miami, FL as of May 2026, with employment types broken down into 3% As Needed, 58% Full Time, 28% Part Time, 1% Temporary, 9% Contract, and 1% Nights. Highlights an 95% Physical, 3% Hybrid, and 2% Remote job distribution, with an average salary of $44,568 per year, or $21.4 per hour.

Client Services Associate

Norman Alex

Miami, FL

Other

Posted 26 days ago

Job description

Client Services Associate

Miami, Florida, United States

About the Job

Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business.

Must have Series 7 additional licenses are a plus.

The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely with Financial Advisors to ensure a seamless client experience within the wealth management framework.

Key Responsibilities:

  • Account Management: Opening accounts, transferring assets, managing documentation, and maintaining client records.
  • Trade Execution: Processing stock, bond, and option trades with accuracy.
  • Client Communication: Handling inquiries, addressing concerns, and providing updates.
  • Client Reporting: Preparing account statements and performance reports.
  • Compliance Support: Ensuring adherence to regulations and internal policies.
  • Meeting Preparation: Assisting Advisors with data gathering and presentations.
  • Relationship Building: Providing proactive, personalized service.

Skills & Qualifications:

  • Strong customer service and relationship-building skills
  • Knowledge of financial markets and investment products
  • Proficiency in financial software and CRM systems
  • Excellent communication and attention to detail
  • Ability to work accurately under pressure

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