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

R.R. Donnelley

Office Services Associate Floater

Miami, FL · On-site

$17.88 - $24.28/hr

Monday - Friday 8:00am - 5:00pm The Office Services Associate Floater is responsible for adding ... Communicate with supervisor or client on job or deadline issues. * *Meet contracted deadlines for ...

UBS

Registered Client Associate

Coral Gables, FL · On-site

Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information • ...

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Client Services Associate information

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$21

$39

How much do client services associate jobs pay per hour?

As of Aug 18, 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 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 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 August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $44,568 per year, or $21.4 per hour.

Associate, Client Service

NewEdge Capital Group LLC

Miami, FL

$13.75 - $19.25/hr

Full-time

Re-posted 13 days ago

Job description

Job Summary:

The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Miami, Florida. In this role, you will work directly with clients to facilitate, monitor, and report on investments and services. Additionally, you will prepare asset allocation reviews, investment proposals, and customized marketing materials to support the advisor, prospective, and existing client relationships.

Duties/Responsibilities:

Relationship Management

  • Provide clients and their accountants with account statements, tax documents, and portfolio information while delivering exceptional service and responsiveness.
  • Collect and review documentation required for client and investment onboarding.
  • Monitor capital calls, subscription activity, and redemption schedules for alternative investments.
  • Support account maintenance, cash management, and other client service requests in collaboration with the broader service team.

Investment Solutions

  • Generate portfolio reports and analyses, including performance, holdings, transaction activity, tax summaries, income, and fee reports.
  • Partner to develop customized marketing and review books for client meetings and business development efforts.
  • Prepare asset allocation reviews and investment proposal materials to support portfolio recommendations.
  • Document client review meetings, update CRM records, and coordinate follow-up actions to ensure timely execution of client needs.

Practice Management

  • Maintain accurate and up-to-date client records within CRM and contact management systems.
  • Manage team calendars and coordinate daily, weekly, and monthly activities to support operational efficiency.
  • Apply knowledge of risk management, compliance, and regulatory requirements in support of client service activities.

Talent Management

  • Pursue ongoing professional development to enhance industry knowledge, technical skills, and professional credentials.
  • Communicate training and development needs to support continuous growth and performance.
  • Assist with onboarding and training new team members to facilitate successful integration into the firm.

Key Skills & Qualifications:

  • 2–5 years of client service experience, preferably within wealth management or financial services.
  • Series 7 and/or 65 licenses or willingness to obtain licensing while employed.
  • Advanced Microsoft Office Suite skills, including Excel, PowerPoint, and Word.
  • Strong written and verbal communication skills with exceptional attention to detail.
  • Highly organized and effectively manage multiple priorities in a fast-paced environment.
  • Exhibit professionalism, strong interpersonal skills, and a client-focused approach.
  • Strong time management, multitasking, and problem-solving abilities to meet team and client objectives.

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