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Financial Client Service Associate Jobs in Florida

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$13 - $18/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Azalea Park, FL · On-site

$13 - $18/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$13.50 - $18.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$12.75 - $17.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Edgewood, FL · On-site

$13 - $17.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$13.25 - $18/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Pine Castle, FL · On-site

$13.50 - $18.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Pine Hills, FL · On-site

$13.50 - $18.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Winter Park, FL · On-site

$13.75 - $18.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Ascendo

Client Service Associate

Miami, FL

$13.75 - $19.25/hr

Support Financial Advisors and Relationship Managers with daily client service and operational ... Service Associate, Registered Client Associate, or similar wealth management support role

Mariner

Client Service Associate

Orlando, FL

$13.50 - $18.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner

Client Service Associate

Orlando, FL · On-site

$47K - $78K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

LPL Financial

Client Service Associate

The Villages, FL · On-site

$23.52 - $39.17/hr

The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience. This position is responsible for administrative tasks, client ...

Waverly Advisors LLC

Client Service Associate

Sarasota, FL · Hybrid

$13.50 - $18.50/hr

Client Service Associate Sarasota, FL Waverly Advisors' primary goal is to serve our clients, one ... We go far beyond just managing our clients' investments, offering truly in-depth financial planning.

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All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Florida

Financial Client Service Associate information

See Florida salary details

$10

$23

$50

How much do financial client service associate jobs pay per hour?

As of Jun 18, 2026, the average hourly pay for financial client service associate in Florida is $23.89, according to ZipRecruiter salary data. Most workers in this role earn between $15.43 and $25.67 per hour, depending on experience, location, and employer.

Is $50,000 enough to work with a financial advisor?

For a Financial Client Service Associate, a $50,000 salary can be sufficient depending on the location, cost of living, and experience level. Entry-level roles or positions in areas with lower living costs may find this salary adequate, but in high-cost regions, it might be considered below average for the profession. Additional certifications or skills can influence salary expectations and job responsibilities.

How much does a finance associate earn?

A financial client service associate typically earns between $40,000 and $65,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced associates or those with specialized skills can earn higher salaries, often supplemented with bonuses or commissions.

What is the role of a financial service associate?

A financial client service associate supports clients by providing account information, processing transactions, and addressing inquiries related to financial products and services. They often assist with account maintenance, ensure compliance with regulations, and use financial software to manage client data. Strong communication skills and knowledge of financial regulations are essential for this role.

What does a client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist with account management, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and financial knowledge are essential for this role.
What cities in Florida are hiring for Financial Client Service Associate jobs? Cities in Florida with the most Financial Client Service Associate job openings:
Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Florida as of June 2026, with employment types broken down into 72% Full Time, 27% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $49,681 per year, or $23.9 per hour.

Client Service Associate

Financial Planner Recruiting, LLC

Tampa, FL

$13.25 - $18.25/hr

Other

Posted 10 days ago

Job description

Job Description:
Client Service Associate (CSA)
About Us
For over 40 years, our wealth management firm has guided successful professionals, business owners, individuals, and families through life's most important financial decisions-often spanning multiple generations. We operate with the depth and personalization of a family office, delivering integrated financial, investment, estate, and tax planning through a highly relationship-driven approach.
As a growing firm, we remain committed to the exceptional service, precision, and trust that define our client experience.
The Opportunity
We're seeking a proactive, detail-oriented Client Service Associate to play a key role in supporting our Financial Advisors and Planners while delivering a seamless, high-touch client experience.
This is a hands-on, high-impact position with meaningful exposure to all aspects of a sophisticated, relationship-driven wealth management practice and a clear path for professional growth.
What You'll Do
Client Experience
  • Serve as a primary point of contact for client requests with professionalism and responsiveness
  • Support onboarding, account openings, transfers, and ongoing account maintenance
  • Build strong, trusted relationships through consistent, attentive service
Operations & Support
  • Provide day-to-day support to Advisors and Planners
  • Prepare and process client documentation across investment, insurance, and planning needs
  • Track account activity and service requests to ensure accuracy and timely follow-through
  • Maintain detailed records while supporting compliance requirements
Team Coordination
  • Organize client data to support financial planning and recommendations
  • Coordinate follow-ups from meetings and ensure action items are completed
  • Collaborate across the team to deliver a consistent client experience
  • Identify opportunities to improve processes and overall efficiency
  • Support the firm's integrated tax planning efforts by organizing client information, coordinating with the tax team, and helping ensure planning recommendations are implemented accurately and on time
What We're Looking For
  • Bachelor's degree in Business, Finance, or a related field preferred
  • 3+ years of experience in client service or operations within a wealth management or financial advisory firm
  • Series 7 and 63/65 or 66 licenses required
  • Florida Life/Health license preferred
  • Strong understanding of financial planning and investment concepts
  • Excellent communication and organizational skills
  • Exceptional attention to detail and a strong sense of ownership
  • A client-first mindset with the ability to manage multiple priorities in a team environment
Why Join Us
  • High-Touch, Relationship-Focused Environment - Be part of a firm that prioritizes trust, quality, and personalized service
  • Meaningful Work - Support a sophisticated client base with complex financial needs
  • Collaborative Culture - Work alongside an experienced, team-oriented group of professionals
  • Stability & Longevity - Join an established firm with a long-term mindset focused on both clients and team members
  • Growth & Development - Gain broad exposure to wealth management while building your technical expertise and advancing your career over time

Compensation
We offer a competitive and thoughtfully structured compensation package aligned with experience, contribution, and long-term growth within the firm, along with support for ongoing professional development.
Who You Are
You're organized, dependable, and take pride in getting the details right. You thrive in an environment where precision, discretion, and follow-through matter. You enjoy supporting a team while building trusted client relationships, and you are motivated to grow within the wealth management profession over the long term.
If you're looking for a role where your work has a meaningful impact-and where professionalism, trust, and long-term relationships are central to everything you do-we would enjoy speaking with you.

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