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Client Solutions Associate Jobs in Boca Raton, FL

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Client Success Associate

Boca Raton, FL · On-site

$42K - $55K/yr

We take immense pride in being a chosen sales solution and having the opportunity to work with a ... As a Client Success Associate, those four core values are at the forefront of everything you do ...

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Client Solutions Associate information

See Boca Raton, FL salary details

$9

$21

$38

How much do client solutions associate jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for client solutions associate in Boca Raton, FL is $21.20, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $23.65 per hour, depending on experience, location, and employer.

What are Client Solutions Associates?

Client Solutions Associates are professionals who act as a liaison between clients and their company, ensuring that clients’ needs and objectives are understood and met. They typically work in industries such as finance, consulting, or technology, supporting sales teams and delivering tailored solutions to clients. Their responsibilities often include managing client relationships, providing product or service support, and collaborating with internal teams to resolve issues. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What is the difference between Client Solutions Associate vs Account Manager?

AspectClient Solutions AssociateAccount Manager
Primary RoleSupports client needs, assists in solution delivery, and coordinates between teamsManages client accounts, maintains relationships, and drives account growth
Required SkillsCommunication, problem-solving, product knowledgeRelationship management, sales, strategic planning
Work EnvironmentCollaborative, team-oriented, often in client-facing settingsClient-focused, sales-driven, often in account management teams
Common UsageUsed in tech, consulting, and service industriesCommon in advertising, marketing, and SaaS sectors

The main difference is that a Client Solutions Associate primarily supports client needs and coordinates solutions, while an Account Manager focuses on managing client relationships and growing accounts. Both roles require strong communication skills and industry knowledge, but their core responsibilities differ in scope and focus.

What does a client associate do?

A client solutions associate is responsible for supporting client relationships by understanding their needs, providing product or service information, and assisting with account management. They often communicate via phone, email, or in person and use customer relationship management (CRM) tools to track interactions. Strong communication and problem-solving skills are essential for success in this role.

What job makes $10,000 a month without a degree?

A Client Solutions Associate can potentially earn $10,000 a month through commissions, bonuses, and performance-based incentives, especially in sales-driven environments. Success in this role often depends on strong communication skills, industry knowledge, and the ability to build client relationships, with some positions offering high earning potential without requiring a degree.

What does a client solutions associate do?

A client solutions associate is responsible for understanding client needs, providing tailored solutions, and supporting the sales or service process. They often communicate with clients, coordinate with internal teams, and use tools like CRM software to ensure customer satisfaction and retention.

What is a customer solutions associate?

A Client Solutions Associate is a professional who works with clients to understand their needs and provide tailored solutions, often involving product or service recommendations. They typically communicate with clients, coordinate with internal teams, and use tools like CRM software to ensure customer satisfaction and retention.

How does a Client Solutions Associate typically collaborate with sales and account management teams?

Client Solutions Associates work closely with both sales and account management teams to ensure client needs are understood and addressed effectively. They often serve as a vital communication bridge, translating client objectives into actionable strategies while supporting the sales process with research, presentations, and solution development. Their role involves coordinating meetings, gathering feedback, and ensuring that client campaigns or projects are executed smoothly, which requires strong interpersonal and organizational skills. This collaborative environment provides valuable exposure to various business functions and can lead to advancement opportunities in client management or strategic roles.

What are the key skills and qualifications needed to thrive as a Client Solutions Associate, and why are they important?

To excel as a Client Solutions Associate, you need strong analytical abilities, business acumen, and a bachelor's degree in a relevant field such as business, finance, or economics. Familiarity with CRM software, data analysis tools, and proficiency in Microsoft Office are typically required. Exceptional communication, problem-solving, and relationship-building skills help you effectively address client needs and collaborate across teams. These qualifications are essential for delivering tailored solutions, ensuring client satisfaction, and driving business growth.
What are the most commonly searched types of Client Solutions jobs in Boca Raton, FL? The most popular types of Client Solutions jobs in Boca Raton, FL are:
What are popular job titles related to Client Solutions Associate jobs in Boca Raton, FL? For Client Solutions Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Client Solutions Associate jobs in Boca Raton, FL look for? The top searched job categories for Client Solutions Associate jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Client Solutions Associate jobs? Cities near Boca Raton, FL with the most Client Solutions Associate job openings:
Client Solutions Associate jobs near you
Infographic showing various Client Solutions Associate job openings in Boca Raton, FL as of June 2026, with employment types broken down into 1% As Needed, 73% Full Time, 16% Part Time, 1% Temporary, and 9% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $44,087 per year, or $21.2 per hour.

Registered Wealth Management Client Associate

Bank of America

Boca Raton, FL

Full-time

Posted 23 days ago

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Position Overview:

The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

  • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)

  • Possesses advanced industry knowledge and an understanding of investment products

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results

  • Demonstrates a client-centric mindset, always acting in the best interest of the client

  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience

  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities

  • Is detail oriented

  • Demonstrates a commitment to continuous learning and professional growth

  • Exhibits sound judgment and discretion when handling sensitive information

  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

  • Demonstrates professional verbal and written communication skills

Skills:

  • Account Management

  • Client Management

  • Customer and Client Focus

  • Issue Management

  • Oral Communications

  • Business Development

  • Client Solutions Advisory

  • Pipeline Management

  • Prioritization

  • Administrative Services

  • Emotional Intelligence

  • Referral Identification

  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

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