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Client Solutions Associate Jobs in Boca Raton, FL

UBS

Client Associate

Boca Raton, FL · On-site

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... We also provide diversified asset management solutions and focused investment banking capabilities.

Pwc

Oracle SCM - Senior Associate

Boca Raton, FL

$77K - $202K/yr

As a Senior Associate, you will focus on building meaningful client connections and learning how to ... Responsibilities - Analyzing client needs to implement Oracle supply chain and operations solutions ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... The Client Service Associate supports advisor teams and clients through account operations ...

Aon

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... The Client Service Associate supports advisor teams and clients through account operations ...

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Client Solutions Associate information

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How much do client solutions associate jobs pay per hour?

As of Aug 17, 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 is a client solutions associate?

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.

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 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 solutions associate do?

A client solutions associate is responsible for understanding client needs, providing tailored solutions, and supporting account management. They often collaborate with sales and technical teams, utilize CRM tools, and maintain strong client relationships to ensure satisfaction and retention.

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 87% Full Time, 9% Part Time, and 4% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $44,087 per year, or $21.2 per hour.

Client Success Associate

SmartX Advisory Solutions

West Palm Beach, FL • On-site

Full-time

Re-posted 17 days ago

Job description

Job Description
Client Success Associate
Opportunity
SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate to join our expanding team. This role offers the opportunity to take meaningful steps to grow in your career path while gaining valuable experience in financial services, client success, and investment technology.
As a Client Success Associate, you will provide support to our advisors, brokers, and wealth management clients while gaining hands-on experience with the SMArtX platform. You'll learn how to onboard new clients, resolve inquiries, and collaborate with internal teams to deliver exceptional client experiences. This role is ideal for someone who is proactive, detail-oriented, and passionate about helping others succeed.
Responsibilities
  • Support the onboarding process for new clients, ensuring smooth adoption of the SMArtX platform.
  • Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications.
  • Assist with account setup, maintenance, and documentation updates.
  • Collaborate with internal teams (trading, operations, technology) to resolve client issues.
  • Conduct basic client trainings and support workshops to improve platform utilization.
  • Track and log client feedback, escalating recurring issues to senior team members.
  • Maintain and contribute to training materials, FAQs, and support documentation.
  • Build strong client relationships through consistent follow-up and proactive communication.

Qualifications
  • Bachelor's degree preferred (Business, Finance, or related field a plus).
  • 0-1 year of professional experience; internships, part-time roles, or academic projects in financial services, technology, or customer service are a plus.
  • Strong communication and interpersonal skills.
  • Highly organized, detail-oriented, and able to manage multiple priorities.
  • Comfortable learning new technology platforms and processes quickly.
  • Proficient in Microsoft Office Suite, including Microsoft Excel.
  • Team-oriented, proactive, and eager to grow in a client-facing career.

Why Join SMArtX?
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We offer a professional yet relaxed atmosphere where motivated individuals thrive, learn, and grow alongside a team of dynamic professionals.
Skills Required
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More Details
Employment Type: Full Time Location: West Palm Beach , Florida , United States Experience Required: Entry Level Date Published: 04 Sep 2025

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