Client Service Specialist, Banking & Lending
Saint Petersburg, FL ยท On-site
$27 - $30/hr
Associates degree and a minimum of five (5) years of consumer/commercial lending experience ... Client services experience preferred
Quick apply
Saint Petersburg, FL ยท On-site
$27 - $30/hr
Associates degree and a minimum of five (5) years of consumer/commercial lending experience ... Client services experience preferred
Quick apply
Saint Petersburg, FL ยท On-site
$27 - $30/hr
Associates degree and a minimum of five (5) years of consumer/commercial lending experience ... Client services experience preferred
... client service. We play a critical role in driving meaningful operational change as the GPS ... Work you'll do As a Services Associate, Contracts and Procurement Services, Contracts and ...
... client service. We play a critical role in driving meaningful operational change as the GPS ... Work you'll do As a Services Associate, Contracts and Procurement Services, Contracts and ...
Tampa, FL ยท On-site
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Tampa, FL ยท On-site
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Tampa, FL ยท On-site
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Tampa, FL ยท On-site
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
... 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 ...
... 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 ...
Saint Petersburg, FL ยท On-site
$40K - $75K/yr
Client Service & Financial Administrative Assistant Position Overview Join our 8-member wealth management team as the vital bridge between our financial advisors, large client base, and the home ...
Quick apply
Saint Petersburg, FL ยท On-site
$40K - $75K/yr
Client Service & Financial Administrative Assistant Position Overview Join our 8-member wealth management team as the vital bridge between our financial advisors, large client base, and the home ...
Tampa, FL ยท On-site
$21 - $32/hr
Monday through Friday 8:30 AM - 5:30 PM The Service Associate provides superior service and ... Ensure key member client information is current by collecting and entering accurate data to build ...
Tampa, FL ยท On-site
$21 - $32/hr
Monday through Friday 8:30 AM - 5:30 PM The Service Associate provides superior service and ... Ensure key member client information is current by collecting and entering accurate data to build ...
... 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 ...
... 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 ...
Tampa, FL ยท On-site
$21 - $32/hr
Monday through Friday 8:30 AM - 5:30 PM The Service Associate provides superior service and ... Ensure key member client information is current by collecting and entering accurate data to build ...
Tampa, FL ยท On-site
$21 - $32/hr
Monday through Friday 8:30 AM - 5:30 PM The Service Associate provides superior service and ... Ensure key member client information is current by collecting and entering accurate data to build ...
Tampa, FL ยท On-site
$15 - $20/hr
... services to guests, processing guest payments and acting as an information source on various ... The actual client pay rates may differ.
Tampa, FL ยท On-site
$15 - $20/hr
... services to guests, processing guest payments and acting as an information source on various ... The actual client pay rates may differ.
$25.43 - $42.35/hr
Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc. * Partners with Financial Advisor to strategize on ...
$25.43 - $42.35/hr
Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc. * Partners with Financial Advisor to strategize on ...
Lakeland, FL ยท On-site
$25.43 - $42.35/hr
Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc. * Partners with Financial Advisor to strategize on ...
Lakeland, FL ยท On-site
$25.43 - $42.35/hr
Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc. * Partners with Financial Advisor to strategize on ...
Lakeland, FL ยท On-site
$25.43 - $42.35/hr
Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc. * Partners with Financial Advisor to strategize on ...
Lakeland, FL ยท On-site
$25.43 - $42.35/hr
Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc. * Partners with Financial Advisor to strategize on ...
Largo, FL ยท On-site
$12.50 - $17/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 ...
Largo, FL ยท On-site
$12.50 - $17/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 ...
Largo, FL ยท On-site
$12.50 - $17/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 ...
Largo, FL ยท On-site
$12.50 - $17/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 ...
Tampa, FL ยท On-site
$214.41 - $254.59/hr
Sales Executive, Financial Services - Associate Director, Tampa, FL - WAM Our Sales function brings ... You'll deliver exceptional client service by understanding your client's issues and challenges ...
Tampa, FL ยท On-site
$214.41 - $254.59/hr
Sales Executive, Financial Services - Associate Director, Tampa, FL - WAM Our Sales function brings ... You'll deliver exceptional client service by understanding your client's issues and challenges ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Provide recommendations to the Client Service Manager. * Handle escalated customer issues and ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Provide recommendations to the Client Service Manager. * Handle escalated customer issues and ...
Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join ... Understanding of core Treasury Services product sets * Ability to present oral and written ...
Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join ... Understanding of core Treasury Services product sets * Ability to present oral and written ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Provide recommendations to the Client Service Manager. * Handle escalated customer issues and ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Provide recommendations to the Client Service Manager. * Handle escalated customer issues and ...
Lakewood Ranch, FL ยท On-site
$14 - $19.25/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 ...
Lakewood Ranch, FL ยท On-site
$14 - $19.25/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 ...
$9 - $11.50
3% of jobs
$11.50 - $13.99
12% of jobs
$15.07 is the 25th percentile. Wages below this are outliers.
$13.99 - $16.49
23% of jobs
The median wage is $17.68 / hr.
$16.49 - $18.98
24% of jobs
$21.03 is the 75th percentile. Wages above this are outliers.
$18.98 - $21.48
15% of jobs
$21.48 - $23.97
10% of jobs
$23.97 - $26.47
6% of jobs
$26.47 - $28.96
2% of jobs
$28.96 - $31.46
2% of jobs
$31.46 - $33.95
1% of jobs
$33.95 - $36.45
1% of jobs
$9
$19
$36
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.
| 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.

Saint Petersburg, FL โข On-site
$27 - $30/hr
Contractor
Re-posted 25 days ago
Sourced by ZipRecruiter
In 1986, Indotronix established itself in the staffing space. 22 years later, Avani entered the scene, offering consulting and technology development. Finally, in 2016, the two joined forces to begin delivering talent across all areas, from Staffing to Consulting to unique platform development.
Recruiting and staffing services
1,001 - 5,000 Employees
Rochester, NY, US