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

TravisMathew

part time client associate

Palm Beach Gardens, FL · On-site

$14.25 - $16.25/hr

JOB OVERVIEW 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 ...

H&R Block

Tax Associate

Jupiter, FL · On-site

$57K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Stuart, FL · On-site

$51K - $68K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Stuart, FL · On-site

$49K - $65K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Port Saint Lucie, FL · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Port Saint Lucie, FL · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Okeechobee, FL · On-site

$54K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Fort Pierce, FL · On-site

$47K - $63K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Stuart, FL

Client Services Associate information

See Stuart, FL salary details

$8

$19

$36

How much do client services associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for client services associate in Stuart, FL is $19.77, according to ZipRecruiter salary data. Most workers in this role earn between $15.05 and $22.07 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 Stuart, FL?

The most popular types of Client Services jobs in Stuart, FL are:

What cities near Stuart, FL are hiring for Client Services Associate jobs?

Cities near Stuart, FL with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Stuart, FL as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $41,132 per year, or $19.8 per hour.

Private Client Services Associate Attorney

Percy Towers

Palm Beach Gardens, FL • On-site

$195K - $275K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Key responsibilities

  • Advise private clients, family leadership, and institutional fiduciaries throughout wealth planning and estate administration.

  • Draft estate planning documents such as trusts, dynasty trusts, and charitable entities.

  • Manage estate and trust administration processes, including probate, fiduciary accounting, asset valuations, and tax returns.

Job description

Private Client & Wealth Management | Trusts & Estates Associate Attorney

§ Practice Area: Estate Planning, Wealth Preservation, & Fiduciary Administration

§ Location: Palm Beach Gardens, FL

§ Salary: $195,000 to $275,000 Base Salary (Commensurate with experience and seniority; includes comprehensive medical, dental, vision, 401(k), paid time off, and discretionary annual performance bonuses)

§ Schedule: Full-time, Direct-Hire, Minimum 1,850 annual billable hours requirement

§ The Firm:

Our client is a top regional law firm celebrated for being one of the most prolific Estate Planning firms in the state with a Private Clients Group that is Chambers-ranked as Tier 1 in the Private Wealth Law practice group nationally. Recognized across national legal directories for providing bespoke wealth structuring to ultra-high-net-worth individuals, multigenerational family offices, closely held enterprise owners, and philanthropic institutions, the firm combines sophisticated mega-firm capabilities with a boutique, client-centric culture.

Distinguished by an atmosphere that prioritizes professional collegiality, direct client engagement, and tailored mentorship, the firm offers associates an fallout-free platform to manage high-stakes estate planning and estate administration matters. Attorneys within this practice group regularly collaborate with financial advisors, family offices, and charitable entities to architect enduring wealth preservation strategies. This platform provides an exceptional environment for an ambitious trusts and estates attorney seeking long-term growth and immediate client-facing autonomy.

§ Duties:

The incoming Trusts & Estates Associate will play a pivotal role in advising private clients, family leadership, and institutional fiduciaries throughout the entire lifecycle of wealth planning and estate administration.

Core responsibilities include:

⨖ Architecting and executing comprehensive estate plans, asset protection strategies, and wealth transfer vehicles for high-net-worth individuals, family offices, and business owners.

⨖ Drafting sophisticated estate planning documentation, including revocable and irrevocable trusts, dynasty trusts, generation-skipping transfer tax planning structures, and charitable entities.

⨖ Directing complex estate and trust administration processes, including probate proceedings, fiduciary accounting, asset valuations, and federal estate and gift tax returns.

⨖ Serving as a primary legal advisor to private clients, family office principals, closely held business leaders, and philanthropic foundation representatives.

⨖ Advising business owners on corporate succession planning, governance considerations, and tax-efficient ownership transfer strategies.

§ Qualifications:

Candidates must demonstrate exceptional academic credentials and substantive experience in wealth planning and estate administration within an established law firm environment.

⨖ Juris Doctor (J.D.) from an ABA-accredited law school with an outstanding academic record.

⨖ Active Bar Membership in good standing with the State Bar of Florida.

⨖ Three (3) to Five (5) years of substantive experience in estate planning, trust drafting, and estate administration.

⨖ Demonstrated technical mastery of estate and gift tax analysis, contractual drafting, and client communication.

⨖ Superior interpersonal capabilities with a collaborative, detail-oriented, and self-motivated work ethic.

§ Skills:

The following credentials and specialized experience will significantly enhance a candidate’s application:

⨖ Master of Laws (LL.M.) in Taxation or Estate Planning from an accredited law school.

⨖ Experience advising family offices, private foundations, and national public charities on tax-exempt governance and charitable gifting strategies.

⨖ Advanced technical knowledge of federal estate, gift, and generation-skipping transfer tax compliance.

⨖ Proven capability to cultivate enduring relationships with high-net-worth clients, fiduciaries, and external financial advisors.

!Notice¡

This is a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.