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Financial Client Service Associate Jobs in Jacksonville, FL

Harden

Client Service Manager

Yulee, FL

At Harden, we reward associates based upon acquired skills, competencies and achieving client ... insurance, risk management, financial services, personal insurance, and human resources ...

Harden

Client Service Manager

Yulee, FL

At Harden, we reward associates based upon acquired skills, competencies and achieving client ... insurance, risk management, financial services, personal insurance, and human resources ...

H&R Block

Client Service Professional

Jacksonville, FL · On-site

$13.50 - $17/hr

Experience working in a tax office, CPA firm, or financial services environment Why work for us At ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

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Showing results 21-40

All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Jacksonville, FL

Financial Client Service Associate information

See Jacksonville, FL salary details

$12

$29

$62

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 Jacksonville, FL is $29.62, according to ZipRecruiter salary data. Most workers in this role earn between $19.13 and $31.83 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 near Jacksonville, FL are hiring for Financial Client Service Associate jobs?

Cities near Jacksonville, FL 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 Jacksonville, FL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $61,600 per year, or $29.6 per hour.

Client Service Associate - Employee Benefits or Commercial Insurance (January 2027 Cohort)

Hylant

Jacksonville, FL • On-site

$13.50 - $18.50/hr

Full-time

Posted 17 days ago

Hylant rating

9.8

Company rating: 9.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

1st of 315 rated insurance

Job description

The Opportunity:

The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust curriculum of foundational insurance learning experiences, knowledge and skills of Hylant clients supporting activities designed to prepare for successful transition to a dedicated Commercial Property & Casualty or Employee Benefits client service role.This position has a January 2027 start date.

In This Role You Will Execute On:

  • Develop an understanding and complete adoption of Hylant's servicing tools and processes.
  • Obtain Property & Casualty or Life & Health licensure, developing and enhancing knowledge of the insurance marketplace, products, and services.
  • Provide general administrative and document management support to client service teams such as preparation, printing, binding, and distribution of client presentations and other deliverables; run and distribute reports; and physical and electronic client documentation management
  • Perform data entry and maintain client information in agency management system(s) including initial client set up, client information updates, policy details, document management, etc.
  • Process and distribute insurance verification requests such as certificates of insurance, identification cards, or similar documentation as requested.
  • Assist in compiling required documents for client renewals and submissions, as directed by appropriate client service team member.
  • Assist in policy/account activities by gathering, compiling and preparing necessary information, and following up & processing documents as directed.
  • Cross train in specialized property & casualty or employee benefits functions to gain a broad awareness of all client service functions.
  • Perform other duties and special projects as requested.

In This Role You Will Need:

  • High School Diploma or equivalent required; Associates or Bachelor's Degree preferred.
  • Active Property & Casualty or Life & Health License, or the ability to obtain within 100 days of employment.
  • Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
  • Ability to organize, plan and prioritize with effective results
  • Intermediate to advanced communication skills, including listening, speaking and writing.
  • Ability to work well in a team environment.
  • Must be legally authorized to work in the United States



Why Hylant?


Since 1935, Hylant has been a familyowned insurance brokerage built on relationships, trust, and a peoplefirst mindset. We believe great work is rooted in understanding people - our clients, our communities, and each other - and delivering thoughtful solutions that rise above the expected.

Anything But Typical. Everything for You. isn't just a message; it's how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At Hylant, you're more than an employee, you're part of a team that treats one another like family and works together to make a meaningful impact.

What Hylant employees say

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