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

Amerant Bank

Client Associate

Coral Gables, FL

The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...

Amerant Bank

Client Associate

Coral Gables, FL

The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...

Amerantbank

Client Associate

Miami, FL · On-site

The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...

Amerant Bank

Client Associate

Coral Gables, FL

The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...

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See Miami, FL salary details

$9

$21

$39

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.
Latin America Private Bank - Senior Client Service Associate - Vice President

Latin America Private Bank - Senior Client Service Associate - Vice President

JP Morgan Chase

Miami, FL • On-site

Full-time

Medical, Retirement

Posted 23 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 466 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan is the place for you! 

As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play a leadership role on a team responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.

Job responsibilities

  • Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
  • Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
  • Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
  • Review and identify potential business opportunities for clients to engage in additional products and services

Required qualifications, capabilities, and skills

  • 5 plus years of client service experience 
  • FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Preferred qualifications, capabilities, and skills

  • College degree or equivalent client service experience preferred
  • Experience with a wide array of financial products preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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