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Financial Client Service Associate Jobs in Palm Bay, FL

Percepta

Luxury Client Service Manager

Melbourne, FL · On-site

Tools available include Financial Assistance, Service Component Plan, Extended Service Plan ... Associates or Bachelor's degree preferred Experience * 3 - 5 years problem resolution and ...

Miller & Hurt Wealth Advisors

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Associate Financial Planner

Rockledge, FL · On-site

$60K - $80K/yr

Associate Financial Planner Location: Rockledge, Florida Position: Full-time, in-office Salary: $60 ... client service. Because we are an independent fiduciary firm , your development will center on ...

Miller & Hurt Wealth Advisors

Be Seen First

Associate Financial Planner

Rockledge, FL · On-site

$60K - $80K/yr

Associate Financial Planner Location: Rockledge, Florida Position: Full-time, in-office Salary: $60 ... client service. Because we are an independent fiduciary firm , your development will center on ...

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All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Palm Bay, FL

Financial Client Service Associate information

See Palm Bay, FL salary details

$11

$27

$57

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 Palm Bay, FL is $27.30, according to ZipRecruiter salary data. Most workers in this role earn between $17.64 and $29.38 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 Palm Bay, FL are hiring for Financial Client Service Associate jobs?

Cities near Palm Bay, 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 Palm Bay, FL as of June 2026, with employment types broken down into 74% Full Time, 25% Part Time, and 1% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $56,794 per year, or $27.3 per hour.

Client Service Associate

Jewish Family Service of Colorado

Vero Beach, FL • On-site

$12.75 - $17.50/hr

Full-time

Posted 24 days ago

Key responsibilities

  • Assist with onboarding, maintaining, and processing client accounts and transactions.

  • Support client relationships through active communication, inquiry resolution, and providing guidance on firm services.

  • Perform administrative duties to support Financial Advisors, including scheduling, documentation, and client meeting coordination.

Job description

POSITION SUMMARY

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current

  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile

  • Confirm authorization and authenticate client when processing requests

  • Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example

  • Review and take appropriate action on client account alerts

OTHER

  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model

  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls

  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

  • Proactively participate in firm initiatives directed by local management

  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors


EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High School Diploma/Equivalency

  • College degree preferred

  • Industry experience is a plus

  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

  • Strong computer skills and knowledge of Microsoft Office products

  • Exceptional writing, interpersonal and client service skills

  • Detail orientated with superior organizational skills and ability to prioritize tasks

  • Team player with the ability to collaborate with others

  • Ability to work in a fast-paced, evolving environment

  • Goal oriented, self-motivated and results driven

Reports to:

  • Business Service Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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