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

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and ...

NVA

Client Services Representative

Naples, FL

$15 - $20.50/hr

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 ...

NVA

Client Services Representative

Naples, FL · On-site

$15 - $20.50/hr

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 ...

NVA

Client Services Representative

Naples, FL · On-site

$15 - $20.50/hr

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 ...

Raymondjames

Client Service Associate- Naples, FL

Naples, FL · On-site

$13.75 - $18.75/hr

... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings ...

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$21

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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 Naples, FL is $21.10, according to ZipRecruiter salary data. Most workers in this role earn between $16.06 and $23.56 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 Naples, FL? The most popular types of Client Services jobs in Naples, FL are:
What job categories do people searching Client Services Associate jobs in Naples, FL look for? The top searched job categories for Client Services Associate jobs in Naples, FL are:
What cities near Naples, FL are hiring for Client Services Associate jobs? Cities near Naples, FL with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Naples, FL as of May 2026, with employment types broken down into 3% As Needed, 55% Full Time, 31% Part Time, 1% Temporary, 9% Contract, and 1% Nights. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution, with an average salary of $43,887 per year, or $21.1 per hour.
Client Services Associate

Client Services Associate

Equity Trust

Fort Myers, FL • On-site

Full-time

Posted yesterday

Job description

*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.

JOB OVERVIEW:

The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.

RESPONSIBILITIES & DUTIES:
  • Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team.
  • Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
  • Participation in Client Service chats.
  • Take the lead on owning follow-up verbal calls initiated through the CS chat groups.
  • As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments.
  • Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds.
  • Follow processes and procedures to ensure communication with clients and third parties is efficient and current.
  • Special projects assigned as needed.
  • Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors.
  • Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs.
  • Perform other duties as assigned.

QUALIFICATIONS:
  • 1-3 years of experience in a service-oriented or sales assistant role.
  • Experience in Accounting, Finance, or Administration is preferred.
  • Bachelor’s degree in Finance or related field preferred, not required.

TECHNICAL SKILLS:
To be successful in this role, you should have experience with and an understanding of the following: 
  • Proficient in Microsoft Office Suite.

CORE VALUES:

Our core values are our foundation and the guiding principles we embody to support Equity’s mission. Together, our values spell EPIC - because that’s what we strive to be for our clients and stakeholders every day.
  • Excellence - Our standard.
  • Passion - In everything we do.
  • Integrity - Without compromise.
  • Collaboration - Stronger together.

We are looking for team members who embody these values in their daily work and interactions.

PHYSICAL DEMANDS/WORK ENVIRONMENT:

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.