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Financial Client Service Associate Jobs in Florida

Morgan Stanley

Client Service Associate

Winter Park, FL

$13.75 - $18.75/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Bank of America

Client Service Associate

Jacksonville, FL

$13.50 - $18.50/hr

Client Service Associate Jacksonville, Florida To proceed with your application, you must be at ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...

RIA Recruiting

Client Service Associate

Tampa, FL · On-site

$65K - $85K/yr

We are seeking a Client Service Associate to join our team to assist in providing excellent service ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

RIA Recruiting

Client Service Associate

Tampa, FL · On-site

We are seeking a Client Service Associate to join our team to assist in providing excellent service ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

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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.

Financial Client Services Representative

IntePros

Lake Mary, FL • Hybrid

Other

Posted 16 days ago

Job description

Client Services Associate – Broker Dealer & RIA Support

Hybrid | 4 Days In-Office


Join a growing financial services team supporting Broker Dealer and Registered Investment Advisory (RIA) clients in a highly visible, client-facing role. This position is ideal for someone with brokerage, banking, or financial services experience who enjoys problem-solving, relationship management, and navigating operational processes in a fast-paced environment.


Responsibilities

  • Serve as a primary point of contact for Broker Dealer and RIA clients
  • Assist with brokerage account opening, transfers, maintenance, and platform navigation
  • Manage client inquiries and escalations via phone and email
  • Own issues from intake through resolution with strong follow-up and communication
  • Partner cross-functionally with internal teams to resolve client needs efficiently
  • Deliver a professional, high-touch client experience while managing multiple priorities


Qualifications

  • 1–3 years of experience in financial services, brokerage operations, or retail banking
  • Strong organizational, analytical, and problem-solving skills
  • Excellent communication and client service abilities
  • Ability to manage complex tasks in a fast-paced environment


Preferred Experience

  • Exposure to Broker Dealer and/or RIA environments
  • Knowledge of brokerage account opening and account transfer processes
  • Experience working independently and navigating multiple systems and processes


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