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Financial Client Service Associate Jobs in Florida

RIA Recruiting

Client Service Associate

Tampa, FL

$65K - $85K/yr

Client Service Associate AGW Capital Advisors is a private wealth management firm in Tampa, FL. We ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

Waverly Advisors, LLC

Client Service Associate

Sarasota, FL · On-site

$14 - $19.25/hr

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

Waverly Advisors, LLC

Client Service Associate

Sarasota, FL · Hybrid

$14 - $19.25/hr

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

Insight Global

Client Service Associate

Pompano Beach, FL · On-site

$57K - $65K/yr

... Client Service Associate. This position requires excellent customer service and problem-solving ... financial transactions with precision Identify and resolve paperwork that is not in good order ...

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Alphabe Insight

Client Service Associate

Tampa, FL · On-site

$13.25 - $18.25/hr

Client Service Associate Messa Sync is a fast-growing logistics and operations company committed to delivering excellence, efficiency, and reliability in every project. Our team is built on ...

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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 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

Leading Financial Advisory Firm

Tampa, FL

$65K - $85K/yr

Other

Medical, Retirement, PTO

Posted 9 days ago

Job description

AGW Capital Advisors is a private wealth management firm in Tampa, FL. We are seeking a Client Service Associate to join our team to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at agwcapital.com
We want to help you reach your full potential! We are looking for hard-working candidates with a passion for client service and who truly enjoy helping make a difference in their clients' lives! Prioritizing client needs and helping solve problems proactively is an important part of our culture.
Compensation:

  • Salary range of $65K-85K, commensurate with relevant experience
  • Individual and Team Bonus programs
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Health Insurance Plan with Company Contribution ($750/month max)
  • Retirement Plan with Employer Match & Profit-Sharing Contribution
  • Additional Employer Retirement Contribution to a Cash Balance Pension Plan
  • Generous PTO Policy & Paid Holidays - 15 PTO days for the first year, growing each year
  • Professional, Fun, Motivating Atmosphere
Responsibilities include:
  • Respond to client requests with timeliness and accuracy in mind
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Client onboarding and initial account setup
  • Generate various daily, weekly, monthly, and annual reports
  • Alternative Investment Processing (subscriptions and redemptions, capital calls, notices and document processing)
Requirements:
  • 1 year of financial services experience
  • Series 65 or the ability to obtain after hire
  • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
  • Experience with our software is not required, but is a plus: Schwab, By All Accounts, Tamarac, Wealthbox
Skills:
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time
  • Ability to learn and implement new technology and software
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

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