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Client Solutions Associate Jobs in Boca Raton, FL

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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 Jul 26, 2026, the average hourly pay for client solutions associate in Boca Raton, FL is $21.26, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $23.70 per hour, depending on experience, location, and employer.

Is a CSA job stressful?

A Client Solutions Associate (CSA) role can be stressful due to high customer interaction, problem-solving demands, and meeting performance metrics. Success in the role often requires strong communication skills, multitasking, and the ability to handle challenging situations calmly.

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 supports client accounts by assisting with communication, resolving issues, and coordinating services. They often use customer relationship management (CRM) tools and need strong communication and organizational skills to ensure client satisfaction and retention.

What does a client solutions associate do?

A client solutions associate is responsible for supporting clients by understanding their needs, providing product or service solutions, and ensuring customer satisfaction. They often collaborate with sales, marketing, and technical teams, and may use CRM tools to manage client relationships and track interactions.

What jobs pay 4000 a week without a degree?

A Client Solutions Associate typically earns less than $4,000 weekly, but high-paying sales roles such as real estate brokers, insurance agents, or financial advisors can reach or exceed that amount with commissions and experience. These roles often require strong communication skills, industry knowledge, and sometimes licensing or certifications but do not always require a college degree.

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 July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $44,220 per year, or $21.3 per hour.
Registered Wealth Management Client Associate

Registered Wealth Management Client Associate

Bank of America

Fort Lauderdale, FL • On-site

Full-time

Posted 13 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 521 frontline employees who took The Breakroom Quiz

53rd of 170 rated banks

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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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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