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Financial Client Service Associate Jobs in Florida

Boutique Recruiting

Client Service Associate

Naples, FL · On-site

$60K - $75K/yr

This Client Service Associate will work closely with financial planners, advisors, and fellow CSAs to deliver a high-touch experience for clients while managing account activity, preparing for ...

UBS

Client Service Associate

Fort Lauderdale, FL · On-site

$13.75 - $19/hr

... Finance, Investment Banking, Management and Business Support, Research, Trading Join us At UBS, we ... As a Client Service Associate, you'll play an important role in [benefit or gain or mandate Your ...

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Stifel

Client Service Associate

Miami Beach, FL · On-site

$14.25 - $19.75/hr

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

Stifel

Client Service Associate

Miami Beach, FL · On-site

$14.25 - $19.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

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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 Sep 4, 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.

What does a financial 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 financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products 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 August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $49,681 per year, or $23.9 per hour.

Client Service Associate

Boutique Recruiting

Naples, FL • On-site

$60K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 9 days ago

Job description

Position Title: Client Service Associate
Salary Range: $60,000-$75,000 / Year, DOE
Join a well-established wealth management firm where client service is the standard, not an afterthought. This Client Service Associate will work closely with financial planners, advisors, and fellow CSAs to deliver a high-touch experience for clients while managing account activity, preparing for meetings, coordinating with custodians, and keeping every detail moving behind the scenes.
The ideal candidate brings 2+ years of client service experience within an RIA, broker-dealer, or investment advisory environment and knows how to take ownership without waiting to be told what comes next. They are organized, proactive, confident with clients, and genuinely enjoy being the person a team can count on.
Responsibilities
  • Serve as a key point of contact for clients, answering questions, coordinating requests and providing responsive, professional service
  • Partner with financial planners and advisors to prepare for client meetings, organize materials and complete post-meeting follow-up
  • Process account openings, closings, distributions, IRA transactions and other client account requests
  • Coordinate with custodians and internal teams to ensure transactions, paperwork and client requests are completed accurately and efficiently
  • Prepare client documentation, forms and supporting materials while maintaining organized and accurate records
  • Support a team-based service model by collaborating with fellow Client Service Associates and planners across the firm
  • Participate in client events and contribute ideas that improve processes, efficiency, and the overall client experience

Requirements
  • 2+ years of Client Service Associate experience within an RIA, broker-dealer, or investment advisory environment
  • Experience consistently supporting financial advisors or planners and working directly with investment or wealth management clients
  • Strong proficiency with Microsoft Office, including Excel formulas
  • Working knowledge of financial services terminology, account processes, and client service expectations
  • Exceptional organization, time management and follow-through with the ability to independently prioritize responsibilities
  • Confident, polished communication skills and a genuine commitment to delivering an exceptional client experience
  • Proactive mindset with the ability to identify needs, ask thoughtful questions, take ownership and contribute ideas

Benefits
  • 401(k) with company match
  • Biannual cost-of-living adjustments averaging approximately 3% annually
  • Medical insurance options with the company covering approximately 50-60% of the individual premium after 90 days
  • Two weeks of combined sick and vacation time with increased PTO based on tenure
  • Paid major holidays, one floating holiday, and the day after Thanksgiving off

If you are an experienced wealth management Client Service Associate who takes pride in owning the details, building client trust and supporting a team for the long term, apply today!
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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