... client services is essential. Florida bar required.
... client services is essential. Florida bar required.
Registered Client Service Associate- Naples, FL
Naples, FL · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Registered Client Service Associate- Naples, FL
Naples, FL · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Registered Client Service Associate- Naples, FL
Medical
Dental
Vision
Life
Retirement
PTO
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Registered Client Service Associate- Naples, FL
Medical
Dental
Vision
Life
Retirement
PTO
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
Client Services Representative
Naples, FL · On-site
$15 - $20.50/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Representative |Animal Oasis Veterinary Hospital 2700 Immokalee Rd, Suite 16, Naples ... National Veterinary Associates is a leading global pet care organization united in the love of ...
Client Services Representative
Naples, FL · On-site
$15 - $20.50/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Representative |Animal Oasis Veterinary Hospital 2700 Immokalee Rd, Suite 16, Naples ... National Veterinary Associates is a leading global pet care organization united in the love of ...
Client Services Representative
Naples, FL · On-site
$15 - $20.50/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Representative Animal Oasis Veterinary Hospital 2700 Immokalee Rd, Suite 16, Naples ... National Veterinary Associates is a leading global pet care organization united in the love of ...
Client Services Representative
Naples, FL · On-site
$15 - $20.50/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Representative Animal Oasis Veterinary Hospital 2700 Immokalee Rd, Suite 16, Naples ... National Veterinary Associates is a leading global pet care organization united in the love of ...
Registered Client Service Associate- Naples, FL
Naples, FL · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Registered Client Service Associate- Naples, FL
Naples, FL · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Client Services Representative
Naples, FL · On-site
$15 - $20.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Client Relations, Answering phones, scheduling appointments, greeting clients in a warm manner ... At National Veterinary Associates, we want to make sure your experience connecting with us is ...
Client Services Representative
Naples, FL · On-site
$15 - $20.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Client Relations, Answering phones, scheduling appointments, greeting clients in a warm manner ... At National Veterinary Associates, we want to make sure your experience connecting with us is ...
... service, building strong relationships and delivering tailored solutions Requirements: • 5+ years of experience in private client services, with a focus on estate, gift, and GST tax planning • ...
... service, building strong relationships and delivering tailored solutions Requirements: • 5+ years of experience in private client services, with a focus on estate, gift, and GST tax planning • ...
... service, building strong relationships and delivering tailored solutions Requirements: • 5+ years of experience in private client services, with a focus on estate, gift, and GST tax planning • ...
... service, building strong relationships and delivering tailored solutions Requirements: • 5+ years of experience in private client services, with a focus on estate, gift, and GST tax planning • ...
Tax Senior Associate - Private Client Services (PCS)
Naples, FL · On-site
$76K - $95K/yr
Medical
Dental
Vision
Life
Retirement
... services. Our recruits choose their career paths. We want you to excel in your career as part of a ... Participate with more experienced personnel in coordinating large client engagements ...
Tax Senior Associate - Private Client Services (PCS)
Naples, FL · On-site
$76K - $95K/yr
Medical
Dental
Vision
Life
Retirement
... services. Our recruits choose their career paths. We want you to excel in your career as part of a ... Participate with more experienced personnel in coordinating large client engagements ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Provide products and services to each client, working with cross line of business partners * Use ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Provide products and services to each client, working with cross line of business partners * Use ...
Part Time Client Associate - Mimomar FL
Estero, FL · On-site
$14.25 - $15.75/hr
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
Part Time Client Associate - Mimomar FL
Estero, FL · On-site
$14.25 - $15.75/hr
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
For more information, please visit The Client Associate is responsible for maintaining the in-store ... Instill an approachable and efficient sales and service focus on the floor to achieve sales goals ...
For more information, please visit The Client Associate is responsible for maintaining the in-store ... Instill an approachable and efficient sales and service focus on the floor to achieve sales goals ...
Associate Client Advisor
Naples, FL · On-site
Medical
Dental
Vision
Life
Retirement
PTO
CLIENT SERVICE * Handle routine communication with clients and their advisors via telephone, email ... the Associate Client Advisor is expected to stay up to date on economic and market trends by ...
Associate Client Advisor
Naples, FL · On-site
Medical
Dental
Vision
Life
Retirement
PTO
CLIENT SERVICE * Handle routine communication with clients and their advisors via telephone, email ... the Associate Client Advisor is expected to stay up to date on economic and market trends by ...
Registered Associate II
Bonita Springs, FL · On-site
$64K - $105K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The associate supports client relationships through account servicing, onboarding, and trade execution while contributing to the development and execution of investment strategies aligned to client ...
Registered Associate II
Bonita Springs, FL · On-site
$64K - $105K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The associate supports client relationships through account servicing, onboarding, and trade execution while contributing to the development and execution of investment strategies aligned to client ...
Registered Associate II
Bonita Springs, FL · On-site
$64K - $105K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The associate supports client relationships through account servicing, onboarding, and trade execution while contributing to the development and execution of investment strategies aligned to client ...
Registered Associate II
Bonita Springs, FL · On-site
$64K - $105K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The associate supports client relationships through account servicing, onboarding, and trade execution while contributing to the development and execution of investment strategies aligned to client ...
Registered Associate II
Bonita Springs, FL · On-site
$64K - $105K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The associate supports client relationships through account servicing, onboarding, and trade execution while contributing to the development and execution of investment strategies aligned to client ...
Registered Associate II
Bonita Springs, FL · On-site
$64K - $105K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The associate supports client relationships through account servicing, onboarding, and trade execution while contributing to the development and execution of investment strategies aligned to client ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Client Services Associate information
See Naples, FL salary details
$9.51 - $12.14
3% of jobs
$12.14 - $14.78
12% of jobs
$15.92 is the 25th percentile. Wages below this are outliers.
$14.78 - $17.41
23% of jobs
The median wage is $18.67 / hr.
$17.41 - $20.05
24% of jobs
$22.21 is the 75th percentile. Wages above this are outliers.
$20.05 - $22.68
15% of jobs
$22.68 - $25.32
10% of jobs
$25.32 - $27.95
6% of jobs
$27.95 - $30.58
2% of jobs
$30.58 - $33.22
2% of jobs
$33.22 - $35.85
1% of jobs
$35.85 - $38.49
1% of jobs
$9
$21
$38
How much do client services associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a client services associate?
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?
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting 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 are some common challenges faced by client services associates, and how can they be overcome?
What does a client services associate do?
- What is the career progression of a client services associate?
- What is the difference between a client services associate and a financial advisor?
- How to become a client services associate?
- How much is the salary of a client services associate in the US?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
What are the most commonly searched types of Client Services jobs in Naples, FL?
The most popular types of Client Services jobs in Naples, FL are:
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For Client Services Associate jobs in Naples, FL, the most frequently searched job titles are:
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Re-posted yesterday
Job description
The national AmLaw 200 law firm seeks a highly experienced attorney to join the well-regarded Trust, Estate & Wealth Preservation group in Naples, Florida for succession planning and growth needs.
The ideal candidate will have at least 6 years of experience with direct client management responsibilities and the planning and drafting for clients with taxable estates, including the transfer of multi-generational wealth through the use of GST-exempt trusts, GRATs, SLATs and IDGTs and other complex estate planning instruments; post-mortem administration; tax return preparation and/or review of Forms 706, 709 and 1041. Strong interpersonal skills, ability to collaborate with colleagues across the firm and ability to provide high quality client services is essential. Florida bar required.